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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: Financial Planning
Status: Budgeting
BeginnerCourse12 hours

Featured reviews

ST

5.0Reviewed Feb 14, 2022

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

MP

5.0Reviewed Jul 7, 2025

It was excellent! Thanks for the many tips , steps and priorities to look for and also the websites and apps mentioned!

MN

5.0Reviewed Jun 24, 2021

Great overall course that can help with your personal finances and if you are in a business can also help with your goals for that business

PA

5.0Reviewed Oct 12, 2021

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

KD

5.0Reviewed Jun 24, 2022

V​ery good for very basic stuff. I wish the end of every reading bit wasn't a push to start a Sofi account though.

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.

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.

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.

AP

4.0Reviewed Oct 10, 2021

It is a great course for beginners and advanced learners alike. Definitely completing this.

ER

5.0Reviewed Dec 4, 2022

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

NH

5.0Reviewed May 10, 2023

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

YS

5.0Reviewed Jun 28, 2022

I really love the course Introduction to Personal Finance, I knew some stuff although I learned more in depth about the stuff that I already knew. Thanks SoFi for this!

All reviews

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Asiman Dash
2.0
Reviewed May 19, 2021
Melissa Michelle
4.0
Reviewed Jun 14, 2021
Eric Olson
5.0
Reviewed Sep 28, 2021
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5.0
Reviewed May 29, 2021
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5.0
Reviewed Jun 29, 2022
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5.0
Reviewed Nov 5, 2021
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1.0
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Reviewed Jul 19, 2024
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Reviewed Dec 27, 2023
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Reviewed Dec 11, 2021
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Reviewed Sep 18, 2025
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5.0
Reviewed Sep 22, 2022