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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: Credit Risk
Status: Income Tax
BeginnerCourse12 hours

Featured reviews

PA

Reviewed Oct 13, 2021

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

LN

Reviewed 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.

NH

Reviewed May 11, 2023

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

EO

Reviewed Sep 29, 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.

ER

Reviewed Jul 1, 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!

BR

Reviewed Jul 9, 2021

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

MP

Reviewed Jul 8, 2025

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

ST

Reviewed Feb 15, 2022

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

AN

Reviewed Oct 11, 2021

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

ER

Reviewed Dec 5, 2022

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

KD

Reviewed 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

Reviewed Jun 17, 2021

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

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