Financial Planning

财务规划是一个帮助个人和组织管理财务的过程,目的是实现财务目标和增加财富。Coursera 的财务规划目录向您传授个人和企业财务规划中涉及的基本概念和策略。您将深入了解预算、投资、税务规划、遗产规划、风险管理和退休规划。您还将学习如何分析财务报表、做出投资决策以及理解金融风险和收益的原理。通过掌握这些技能,您将为自己或组织做出明智的财务决策做好准备。
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浏览财务规划课程目录

  • 状态:免费试用

    Keller Williams

    您将获得的技能: 合规管理, 供应商关系管理, 组织技能, 办公室管理, 专业网络, 行政支持, 设定目标, 业务规划, 企业管理, 房地产, 财务规划, 房地产交易, 商业经济学, 法律

  • 状态:预览

    您将获得的技能: Financial Statements, Financial Statement Analysis, Balance Sheet, Financial Analysis, Financial Accounting, Budgeting, Financial Management, Financial Planning, Health Care Administration, Financial Forecasting, Capital Markets

  • 状态:免费

    您将获得的技能: Grant Writing, Finance, Financial Analysis, Fundraising, Business Development, Entrepreneurship, Business Strategy, Financial Forecasting, Stakeholder Communications, Financial Planning, Loans, Mergers & Acquisitions

  • 状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: 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

  • 状态:预览

    Rutgers the State University of New Jersey

    您将获得的技能: Business Planning, Risk Management, Entrepreneurial Finance, Insurance, Entrepreneurship, Cash Management, Business Strategy, Feasibility Studies, Financial Planning, Budgeting, Credit Risk, Financial Management, Investments, Loans, Intellectual Property

  • 状态:免费

    您将获得的技能: Cash Flow Forecasting, Cash Management, Cash Flows, Financial Forecasting, Business Planning, Financial Analysis, Financial Statements, Entrepreneurship, Business Strategies, Financial Planning, Strategic Decision-Making

  • 状态:新
    状态:预览

    Universidad Nacional Autónoma de México

    您将获得的技能: Fraud detection, Asset Protection, Insurance, Digital Assets, Budgeting, Credit Risk, Budget Management, Investments, Finance, Mobile Banking, Risk Mitigation, Financial Planning, Financial Management, FinTech, Expense Management, Risk Management, Goal Setting

  • 状态:预览

    您将获得的技能: Loans, Deposit Accounts, Cash Flow Forecasting, Financial Planning, Finance, Fraud detection, Banking Services, Budgeting, Financial Acumen, Financial Services, Banking, Expense Management

  • 状态:免费试用

    Illinois Tech

    您将获得的技能: Design Thinking, Global Marketing, Entrepreneurship, Business Modeling, Innovation, Team Building, Sales Presentations, Storytelling, Market Research, Entrepreneurial Finance, Project Design, Relationship Building, Team Leadership, User Research, Product Development, Fundraising and Crowdsourcing, Financial Planning, Customer Insights, Business Ethics

  • 状态:预览

    您将获得的技能: Budgeting, Budget Management, Operating Budget, Cost Management, Business Planning, Financial Planning, Forecasting, Expense Management, Cash Flow Forecasting

  • 状态:预览

    您将获得的技能: Financial Planning, Risk Management, Behavioral Economics, Wealth Management, Budgeting, Budget Management, Fraud detection, Loans, Insurance, Consumer Behaviour, Decision Making, Empowerment, Psychology

  • 状态:新
    状态:免费试用

    您将获得的技能: Finance, Corporate Finance, Business Valuation, Return On Investment, Financial Planning, Financial Management, Capital Budgeting, Financial Analysis, Cash Flows, Financial Services, Wealth Management, Investment Management, Financial Modeling, Risk Management

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主要合作伙伴

  • Goldman Sachs
  • University of Illinois Urbana-Champaign
  • SoFi
  • Alfaisal University | KLD
  • Duke University
  • Universidad Nacional Autónoma de México
  • Illinois Tech
  • Indian School of Business