ST
5.0Reviewed Feb 14, 2022
Easy to understand and broken down into smaller sections so it's not overwhelming.
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: Goal Setting
Status: Financial Analysis
BeginnerCourse12 hours
Featured reviews
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.
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 Jun 30, 2021
Great foundation into personal finance. Repetitive and sometimes boring if you have some footing in that area, but a great reference for those who do not!
PA
5.0Reviewed Oct 12, 2021
This is a great introduction course on personal finance for everyone.
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.
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
AN
5.0Reviewed Oct 10, 2021
Excellent Course, l was able to learn my basic concepts. Highly recommended it !
TV
5.0Reviewed Jun 16, 2021
I enjoyed taking the course. It was very easy and provided me with a lot of knowledge.
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.
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!
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.