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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>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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