Financial Planning

Financial Planning is a process that helps individuals and organizations manage their finances, with the aim to achieve their financial goals and increase wealth. Coursera's financial planning catalogue teaches you about the fundamental concepts and strategies involved in personal and corporate financial planning. You'll gain insights into budgeting, investing, tax planning, estate planning, risk management, and retirement planning. You'll also learn how to analyze financial statements, make investment decisions, and understand the principles of financial risk and returns. By mastering these skills, you'll be prepared to make informed financial decisions for yourself or your organization.
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72courses

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Explore the Financial Planning Course Catalog

  • Status: Free Trial

    California Institute of the Arts

    Skills you'll gain: Budget Management, Financial Analysis, Financial Forecasting, Small Business Accounting, Accounting, Price Negotiation, Business Planning, Budgeting, Financial Planning, Financial Management, Forecasting, Expense Management, Revenue Management, Goal Setting

  • Status: Free Trial

    Skills you'll gain: Administrative Support, Office Management, Real Estate, Organizational Skills, Real Estate Transactions, Business Planning, Business Management, Financial Planning, Professional Networking, Law, Regulation, and Compliance, Compliance Management, Vendor Relationship Management, Goal Setting, Business Economics

  • Status: Free Trial

    University of Illinois Urbana-Champaign

    Skills you'll gain: Data Ethics, Wealth Management, Responsible AI, Financial Services, FinTech, Artificial Intelligence, Financial Planning, AI Personalization, Regulatory Compliance, Risk Modeling, Legal Risk, Artificial Intelligence and Machine Learning (AI/ML), Business Ethics, Advanced Analytics, Risk Mitigation, Automation

  • Status: Free

    Skills you'll gain: Grant Applications, Entrepreneurship, Business Strategy, Financial Analysis, Business Development, Finance, Loans, Fundraising, Growth Strategies, Financial Management, Stakeholder Communications, Financial Planning

  • Status: Preview

    Skills you'll gain: Budgeting, Budget Management, Operating Budget, Cost Management, Business Planning, Financial Planning, Forecasting, Expense Management, Cash Flow Forecasting

  • Skills you'll gain: Financial Market, Investments, Financial Planning, Capital Markets, Financial Services, Finance, Return On Investment, Financial Analysis, Risk Management

  • Status: Free Trial

    Skills you'll gain: Financial Analysis, Financial Statements, Financial Modeling, Financial Forecasting, Case Studies, Income Statement, Balance Sheet, Financial Planning, Cash Flows, Business Valuation

  • Status: Free Trial

    University of Pennsylvania

    Skills you'll gain: Project Scoping, Entrepreneurship, Sustainable Development, Feasibility Studies, Socioeconomics, Customer Analysis, Target Audience, Stakeholder Management, Competitive Analysis, Business Planning, Business Operations, Market Opportunities, New Business Development, Ideation, Research, Financial Planning

  • Status: Free

    Skills you'll gain: Grant Writing, Finance, Financial Analysis, Fundraising, Business Development, Entrepreneurship, Business Strategy, Financial Forecasting, Stakeholder Communications, Financial Planning, Loans, Mergers & Acquisitions

  • Status: Free

    Skills you'll gain: Cash Flow Forecasting, Cash Flows, Financial Forecasting, Financial Analysis, Business Planning, Working Capital, Financial Management, Business Acumen, Financial Planning, Market Opportunities

  • Status: Free Trial

    Skills you'll gain: Loans, Finance, Mortgage Loans, Financial Forecasting, Financial Modeling, Financial Planning, Microsoft Excel, Financial Analysis, Return On Investment, Complex Problem Solving

  • Status: Preview

    Skills you'll gain: Finance, Financial Planning, Financial Market, Investments, Financial Analysis, Blockchain, Business Ethics, Behavioral Economics, Derivatives, Decision Making, Risk Management