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SoFi

Introduction to Personal Finance

This course is a general overview of a variety of personal finance topics - including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes. Taught by two CERTIFIED FINANCIAL PLANNER™ Professionals, the concepts are broken down through videos, readings, and activities so you can apply what you are learning in real time. The course provides the foundation to build on for the rest of The Fundamentals of Personal Finance Specialization or as a standalone survey course to improve your understanding of basic personal finance terminology, as well as how they apply to your own financial situation. Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future. This course is geared towards learners in the United States of America.

Status: Decision Making
Status: Self-Awareness
BeginnerCourse12 hours

Featured reviews

AN

5.0Reviewed Oct 10, 2021

Excellent Course, l was able to learn my basic concepts. Highly recommended it !

EO

5.0Reviewed Sep 28, 2021

​Great overview amd first look into personal fiance. If you already know a little bit about personal finance it may be a little basic but overall a very well rounded valuable course.

ST

5.0Reviewed Feb 14, 2022

Easy to understand and broken down into smaller sections so it's not overwhelming.

CG

5.0Reviewed Nov 21, 2021

I have little to no personal finance education and this has helped me to tackle my problems and feel like I am in charge, not my debt.

LN

5.0Reviewed Aug 8, 2025

The course was very informative and rewarding—some of the ideas and practices I have already implemented in my finances. I will use the suggestions that the instructor mentioned in the course.

ER

5.0Reviewed Dec 4, 2022

I really enjoy the course, I will practice all the course to reach my financial goals.

MH

5.0Reviewed Nov 30, 2023

I learned a lot from this course about personal finances. The instructor's teaching style is simple and effective.

PA

5.0Reviewed Oct 12, 2021

This is a great introduction course on personal finance for everyone.

NH

5.0Reviewed May 10, 2023

A well-organized specialization that had some insightful lectures and class assignments.

BR

5.0Reviewed Jul 8, 2021

This was a great course, I enjoyed learning about the psychology behind finances. Having the order we should do things in was helpful.

TV

5.0Reviewed Jun 16, 2021

​I enjoyed taking the course. It was very easy and provided me with a lot of knowledge.

MP

5.0Reviewed Jul 11, 2021

Digestable, Simplified, Not boring and time consuming, GREAT Informative content

All reviews

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