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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: Cash Flow Forecasting
BeginnerCourse12 hours

Featured reviews

AN

5.0Reviewed Oct 11, 2021

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

ST

5.0Reviewed Feb 15, 2022

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

LN

5.0Reviewed Aug 9, 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.

CG

5.0Reviewed Nov 22, 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.

MP

5.0Reviewed Jul 8, 2025

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

PA

5.0Reviewed Oct 13, 2021

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

MN

5.0Reviewed Jun 25, 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

KD

5.0Reviewed Jun 25, 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.

TV

5.0Reviewed Jun 17, 2021

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

MH

5.0Reviewed Dec 1, 2023

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

ER

5.0Reviewed Dec 5, 2022

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

NE

4.0Reviewed Nov 8, 2021

Very Informative. I also found the course structure to be simple and easy to follow.

All reviews

Showing: 20 of 81

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Reviewed May 19, 2021
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