Founded as a student loan refinancing company, SoFi has evolved into a comprehensive fintech platform offering educational resources and financial services. Through SoFi Learn, the company provides extensive educational materials focusing on personal finance, investing, cryptocurrency, and general financial literacy.
9.4M
Total Members
697
Revenue Q3 2024
61M
MNet Income Q3 2024
nasdaq listed
fintech leadership
SoFi provides comprehensive financial education through detailed guides, interactive tools, and resources covering various aspects of personal finance. Their platform offers educational materials on crypto investments, portfolio diversification, and general financial literacy to support informed decision-making
These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they’re here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.
Distinguished Financial Planning Expert and Educational Leader
Brian Walsh serves as Senior Manager of Financial Planning at SoFi, bringing extensive expertise in personal finance and investment management. His impressive credentials include being a CERTIFIED FINANCIAL PLANNER™ Professional, holding Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations, and a Masters in Financial Services from the American College. Currently pursuing a PhD in Personal Financial Planning at Kansas State University, he combines academic research with practical experience to deliver meaningful financial advice. His previous role as director of financial planning solutions at TIAA involved overseeing the delivery of over 100,000 financial plans annually. At SoFi, he leads financial planning initiatives, leveraging research and member feedback to develop practical financial solutions. His teaching portfolio includes comprehensive courses in Fundamentals of Investing, Introduction to Personal Finance, Managing Debt, Risk Management, and Saving Money for the Future, demonstrating his commitment to financial education and literacy.