Course

Introduction to Personal Finance

SoFi

Introduction to Personal Finance is a comprehensive course offering a general overview of various personal finance topics. Taught by CERTIFIED FINANCIAL PLANNER™ Professionals, the course provides foundational knowledge applicable at any stage of life, covering budgeting, credit scores, cash flow, financial goals, and taxes.

The course is designed to improve understanding of basic personal finance terminology and their practical application. It includes video lectures, readings, activities, and assessments to facilitate real-time learning and practical application.

  • Comprehensive overview of personal finance
  • Expert instruction from CERTIFIED FINANCIAL PLANNER™ Professionals
  • Coverage of budgeting, credit scores, cash flow, financial goals, and taxes
  • Practical application of knowledge through activities and assessments
  • Applicable for individuals at any stage of life, from college students to those nearing retirement

Certificate Available ✔

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Introduction to Personal Finance
Course Modules

This course is divided into four modules, each providing in-depth coverage of essential personal finance topics: financial planning, net worth and credit score, cash flow and taxes, and planning and budgeting for the future.

Approaching Your Finances with Purpose

The first module, "Approaching Your Finances with Purpose," introduces the basics of financial planning, including understanding the human side of personal finances and managing finances with a partner. Learners will also delve into various money personalities and behavioral biases, gaining insights into creating a financial plan and setting financial goals.

Understanding Your Net Worth and Credit Score

The second module, "Understanding Your Net Worth and Credit Score," explores the significance of net worth and credit scores, covering types of assets, liabilities, and debt. Learners will understand how to measure liquidity, assess their credit score, and take steps to improve it, ultimately gaining a comprehensive understanding of their financial standing.

Assessing Your Cash Flow and Taxes

Module three, "Assessing Your Cash Flow and Taxes," provides an overview of cash flow management, including maximizing cash flow, handling uneven cash flow, and preparing for taxes. Learners will understand different types of taxes, key tax numbers, and how to calculate their cash flow, enabling them to make informed financial decisions.

Planning and Budgeting for Your Future

The final module, "Planning and Budgeting for Your Future," covers budgeting basics, ways to reduce spending, setting financial goals, and the importance of budget adjustments. Learners will gain insights into different budgeting methods, financial goal setting, and strategies for achieving financial stability and security.

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