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The Fundamentals of Personal Finance

Master essential money management skills with SoFi's comprehensive personal finance program. Learn budgeting, investing, and risk management strategies.

Master essential money management skills with SoFi's comprehensive personal finance program. Learn budgeting, investing, and risk management strategies.

This specialization provides a comprehensive foundation in personal finance management, specifically tailored for US learners. Through five detailed courses, students learn essential financial skills from budgeting and debt management to investing and risk assessment. The program combines theoretical knowledge with practical applications, allowing learners to immediately implement strategies for their financial goals. Led by CERTIFIED FINANCIAL PLANNER™ Professionals, the courses break down complex concepts into manageable components, making financial literacy accessible to everyone.

4.6

(210 ratings)

15,641 already enrolled

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The Fundamentals of Personal Finance

This course includes

40 Hours

Of Self-paced video lessons

Beginner Level

Completion Certificate

awarded on course completion

12,827

What you'll learn

  • Develop comprehensive personal budgeting skills. Understand investment fundamentals and portfolio management. Master debt management and credit optimization strategies. Learn effective retirement and emergency fund planning. Understand various insurance types and their importance. Create long-term financial goals and action plans. Gain knowledge of tax implications and estate planning basics.

Skills you'll gain

Personal Finance
Budgeting
Debt Management
Investment Planning
Risk Management
Retirement Planning
Estate Planning
Insurance Planning
Credit Management
Financial Goal Setting

This course includes:

40 Hours PreRecorded video

Activities, Worksheets

Access on Mobile, Desktop, Tablet

FullTime access

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There are 5 courses in this program

Introduction to Personal Finance

Course 1 · 11 Hours to complete · 4 modules

Saving Money for the Future

Course 2 · 9 Hours to complete · 4 modules

Managing Debt

Course 3 · 7 Hours to complete · 4 modules

Fundamentals of Investing

Course 4 · 7 Hours to complete · 4 modules

Risk Management in Personal Finance

Course 5 · 6 Hours to complete · 4 modules

Fee Structure

Payment options

Financial Aid

The Fundamentals of Personal Finance

This course includes

40 Hours

Of Self-paced video lessons

Beginner Level

Completion Certificate

awarded on course completion

12,827

Testimonials

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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.