Grow with Sophia this spring. Save 20% on your first month with code SPRING2024.

Offer is valid through May 24. The discount provides 20% off the first month. After the first month, you will be charged our normal $99 per month membership subscription fee, unless canceled. 

Take Personal Finance online at your own pace

Explore key concepts of economics and personal finance. You will learn how to reason with an economic mindset, use tools for financial analysis, and develop skills to plan for your future.

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.

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Learning outcomes

<p>By the end of the course, you'll be able to:</p> <ul><li>Articulate how economics impacts all aspects of life including jobs, income levels, consumer prices, and trade.</li><li>Describe elements of a personal financial plan that considers economic drivers and includes financial goals, requirements, and resources necessary to obtain results.</li><li>Evaluate the tools available for saving and borrowing money to reach your short-term and long-term financial goals.</li><li>Identify effective ways to preserve the assets in your financial plan.</li></ul>
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