Take Personal Finance online at your own pace

Discover the tools and skills necessary to plan for your financial future in this self-paced, online course. Take up to two Sophia courses at a time for just $79 a month. 

Personal Finance course stats

Assignments & grading

This is a pass/fail course. You must complete 12 Challenges (formative assessments), 4 Milestones (summative assessments), and 2 Touchstones (project-based or written assessments) with an overall score of 70% or better. This course teaches spreadsheet skills for managing your finances using a Microsoft Excel template. To complete the course, you’ll need access to Excel. If you require a mobile app, search the App Store or Google Play for the free Excel download through Microsoft Office 365.

Learning outcomes

<p>By the end of the course, you'll be able to:</p> <ul><li>Explain economic factors that impact financial decisions.</li><li>Identify productivity strategies that allow you to reflect on priorities and adjust financial plans when necessary.</li><li>Explain the rationale for investing, saving, and borrowing money using information from a financial plan.</li><li>Align financial information to long-term goals and desired outcomes.</li><li>Apply strategies in agility that can help you adjust priorities if your financial plan is compromised.</li><li>Interpret visually communicated financial information.</li><li>Identify the necessary information and steps to conduct a financial analysis.</li></ul>
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Access the course content through the first Challenge of any of Sophia’s 50+ courses.

Check Sophia’s list of partner schools to see if your school is on the list. If not, contact your registrar to learn about your school’s transfer credit policy and if Sophia coursework can be submitted for transfer.

Sophia course completions do not expire and will be available to submit for transfer when you’re ready. At that time, check with your school’s registrar for their credit transfer policies.

If you’ve completed the first Challenge during your free trial, you can pick up right where you left off after you become a Sophia member.

Don’t worry. Your completed courses won’t disappear if you cancel your membership. Those courses will be there for you when you’re ready to submit for transfer.

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