Introduction to Personal Finance
Master essential personal finance concepts including budgeting, credit scores, cash flow management, and financial goal setting.
Master essential personal finance concepts including budgeting, credit scores, cash flow management, and financial goal setting.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full The Fundamentals of Personal Finance Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
4.7
(179 ratings)
24,493 already enrolled
Instructors:
English
Tiếng Việt
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What you'll learn
Create and manage personal budgets effectively
Understand and improve credit scores
Develop strategic financial goals using SMART criteria
Manage cash flow and understand tax implications
Implement successful money management strategies
Skills you'll gain
This course includes:
11 Hours PreRecorded video
14 quizzes, 14 assignments
Access on Mobile, Tablet, Desktop
FullTime access
Shareable certificate
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There are 4 modules in this course
This comprehensive course provides a general overview of personal finance fundamentals, taught by CERTIFIED FINANCIAL PLANNER™ Professionals. The curriculum covers essential topics including budgeting, credit scores, cash flow management, taxes, and goal setting. Through practical activities and real-world applications, students learn to assess their current financial situation and develop strategies for future financial success. The course is specifically designed for US learners at any stage of their financial journey.
Approaching Your Finances with Purpose
Module 1 · 3 Hours to complete
Understanding Your Net Worth and Credit Score
Module 2 · 2 Hours to complete
Assessing Your Cash Flow and Taxes
Module 3 · 2 Hours to complete
Planning and Budgeting for Your Future
Module 4 · 3 Hours to complete
Fee Structure
Instructor
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.
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4.7 course rating
179 ratings
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.