2024-05-01
Nominate your advisor for Advisor of the Year 2024

Five advisors will each receive $500, and five Sophia learners will each get a free month of Sophia.

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.

Download Syllabus

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>
backimage
mountain
Try Personal Finance for free
  • No credit card required!
  • Sophia membership starts with a risk-free trial

*All fields are required.

Inside the Sophia courseroom

FAQ

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.

If you have an education benefit through your employer, it may cover your subscription to Sophia. Check with your benefits administrator to find out if you qualify.

Personal Finance reviews

7418

Sort by