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。
9凭据
71门课程

相关角色

获得晋升所需的知识和技能。

最受欢迎

当前趋势

最新发布

筛选依据

主题
必需的

语言
必需的

在整个课程(说明和评估)中使用的语言。

了解产品
必需的

通过实践教程在 2 小时内掌握与工作相关的技能。
通过已评分作业、视频和论坛向顶级授课教师学习。
通过完成一系列课程和项目,深入学习学科知识。

级别
必需的

课程长度
必需的

字幕
必需的

教师
必需的

浏览财务规划课程目录

  • 状态:预览

    Universidad Nacional Autónoma de México

    您将获得的技能: Insurance, Financial Planning, Budgeting, Financial Management, Risk Management, Asset Management, Credit Risk, Investments, Cost Reduction, Expense Management, Consumer Behaviour

  • 状态:新
    状态:预览

    您将获得的技能: Budgeting, Capital Budgeting, Budget Management, Operating Budget, Financial Management, Financial Analysis, Cash Flows, Financial Planning, Cash Flow Forecasting, Return On Investment, Cost Benefit Analysis, Investments, Decision Making

  • 状态:新
    状态:免费试用

    University of Illinois Urbana-Champaign

    您将获得的技能: Data Ethics, Responsible AI, Wealth Management, Supervised Learning, Machine Learning, Financial Services, Applied Machine Learning, AI Personalization, Artificial Intelligence and Machine Learning (AI/ML), Learning Management Systems, Artificial Intelligence, FinTech, Data Mining, Regulatory Compliance, Financial Planning, Relationship Building, Risk Modeling, Legal Risk, Mobile Development, Human Computer Interaction

  • 状态:新

    您将获得的技能: Entrepreneurial Finance, Case Studies, Finance, Entrepreneurship, Capital Markets, Environmental Social And Corporate Governance (ESG), Investments, Return On Investment, Fiscal Management, Financial Planning, Financial Management, Stakeholder Engagement, Strategic Partnership, Asset Management, Portfolio Management, Business Strategy, Investment Management, International Finance, Business Management, Market Dynamics

  • 状态:免费试用

    University of Michigan

    您将获得的技能: 财务分析, 商业估值, 财务预测, 微软Excel, 财务规划, 企业财务, 股票, 商业数学, 财务管理, 投资管理, 金融, 金融建模, 市场数据, 投资, 按揭贷款, 财务数据, 贷款, 证券(金融), 一般财务, 金融市场

  • 状态:免费试用

    您将获得的技能: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Insurance Policies, Professional Networking, Bank Regulations, Interviewing Skills, Banking, Compensation Analysis, Finance, Underwriting, Regulatory Compliance, Financial Analysis, Portfolio Management, Financial Planning, Wealth Management, Risk Management

  • 状态:新
    状态:免费试用

    您将获得的技能: Revenue Management, Capital Expenditure, Financial Statement Analysis, Advanced Analytics, Hospitality Management, Cost Control, Hospitality, Financial Statements, Budgeting, Financial Analysis, Performance Measurement, Financial Forecasting, Variance Analysis, Business Metrics, Operating Budget, Financial Management, Innovation, Hotels and Accommodations, Service Management, Financial Planning

  • 状态:免费试用

    您将获得的技能: 财务分析, 财务规划, 股票, 风险分析, 资产管理, 投资回报, 风险管理, 税务规划, 税收, 投资组合管理, 衍生产品, 投资, 证券(金融)

  • 状态:免费试用

    您将获得的技能: Financial Reporting, Meeting Facilitation, Accounting, Budgeting, Financial Statements, Financial Analysis, Strategic Leadership, Prioritization, Financial Planning, Time Management, Organizational Strategy, Organizational Skills, Asset Management, Stakeholder Management, Strategic Planning, Business Metrics, Culture, Leadership, Ethical Standards And Conduct, Finance

  • 状态:免费试用

    您将获得的技能: Investment Banking, Financial Services, Banking Services, Insurance, Financial Inclusion, Business Ethics, Banking, Insurance Policies, Underwriting, Financial Analysis, Financial Market, Financial Management, Credit Risk, Retail Banking, Financial Regulation, Bank Regulations, Risk Analysis, Financial Planning, Mobile Banking, Portfolio Management

  • 状态:免费试用

    您将获得的技能: 财务分析, 自我意识, 支出管理, 财务规划, 信用风险, 决策, 设定目标, 资产管理, 税收, 现金流预测, 预算

  • 状态:免费

    您将获得的技能: Cash Flow Forecasting, Cash Flows, Financial Analysis, Cash Management, Financial Forecasting, Strategic Decision-Making, Financial Planning, Financial Statements, Business Metrics, Business Acumen, Forecasting, Working Capital

是什么让您今天来到 Coursera?

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