SoFi
The Fundamentals of Personal Finance Specialization
SoFi

The Fundamentals of Personal Finance Specialization

Learn the Money Skills You Need. Gain a better understanding of personal finance topics and how to implement strategies to meet your own financial goals.

Brian Walsh

Instructor: Brian Walsh

Access provided by Coursera Learning Team

16,017 already enrolled

Get in-depth knowledge of a subject
4.6

(214 reviews)

Beginner level

Recommended experience

1 month
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
4.6

(214 reviews)

Beginner level

Recommended experience

1 month
at 10 hours a week
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

Advance your subject-matter expertise

  • Learn in-demand skills from university and industry experts
  • Master a subject or tool with hands-on projects
  • Develop a deep understanding of key concepts
  • Earn a career certificate from SoFi
Coursera Career Certificate

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

Coursera Career Certificate

Specialization - 5 course series

Introduction to Personal Finance

Course 111 hours4.7 (194 ratings)

What you'll learn

Skills you'll gain

Category: Budgeting
Category: Cash Flows
Category: Goal Setting
Category: Tax
Category: Income Tax
Category: Financial Planning
Category: Credit Risk
Category: Decision Making
Category: Investments
Category: Finance
Category: Expense Management
Category: Financial Analysis

Saving Money for the Future

Course 29 hours4.6 (31 ratings)

What you'll learn

Skills you'll gain

Category: Financial Planning
Category: Goal Setting
Category: Real Estate Transactions
Category: Mortgage Loans
Category: Investments
Category: Budgeting
Category: Wealth Management

Managing Debt

Course 37 hours4.9 (17 ratings)

What you'll learn

Skills you'll gain

Category: Consumer Lending
Category: Financial Management
Category: Mortgage Loans
Category: Loans
Category: Financial Analysis
Category: Credit Risk
Category: Financial Planning
Category: Consolidation
Category: Cost Benefit Analysis
Category: Budget Management

Fundamentals of Investing

Course 47 hours4.4 (95 ratings)

What you'll learn

Skills you'll gain

Category: Investments
Category: Equities
Category: Risk Analysis
Category: Derivatives
Category: Risk Management
Category: Tax
Category: Portfolio Management
Category: Asset Management
Category: Expense Management
Category: Return On Investment
Category: Financial Planning

Risk Management in Personal Finance

Course 56 hours4.7 (46 ratings)

What you'll learn

Skills you'll gain

Category: Insurance
Category: Risk Management
Category: Needs Assessment
Category: Financial Planning
Category: Succession Planning
Category: Asset Protection

Instructor

Brian Walsh
SoFi
5 Courses49,863 learners

Offered by

SoFi

Why people choose Coursera for their career

Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Coursera Plus

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy