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    Personal Finance Courses Online

    Explore personal finance for managing money effectively. Learn about budgeting, saving, investing, and financial planning.

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    Explore the Personal Finance Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Investment Banking: Financial Analysis and Valuation

      Skills you'll gain: Financial Statement Analysis, Investment Banking, Financial Forecasting, Business Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Income Statement, Balance Sheet, Cash Flows, Benchmarking, Spreadsheet Software

      Build toward a degree

      4.5
      Rating, 4.5 out of 5 stars
      ·
      172 reviews

      Intermediate · Course · 1 - 3 Months

    • U

      University of Michigan

      Leading Diverse Teams & Organizations

      Skills you'll gain: Diversity and Inclusion, Diversity Equity and Inclusion Initiatives, Team Leadership, Growth Mindedness, Organizational Leadership, Cultural Diversity, Industrial and Organizational Psychology, Organizational Change, Human Resource Policies, Performance Metric

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      456 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      M

      Microsoft

      Excel and Copilot Fundamentals

      Skills you'll gain: Prompt Engineering, Excel Formulas, Microsoft Copilot, Microsoft Excel, Data Visualization, Data Analysis, Data Entry, Data Presentation, Spreadsheet Software, UI Components, Data Manipulation

      4.1
      Rating, 4.1 out of 5 stars
      ·
      87 reviews

      Beginner · Course · 1 - 3 Months

    • P

      Peking University

      Essentials for English Speeches and Presentations 英语演讲与演示

      Skills you'll gain: Verbal Communication Skills, Oral Expression, Interviewing Skills, Communication, Non-Verbal Communication, Vocabulary, English Language, Presentations, Cultural Diversity, Public Speaking, Intercultural Competence, Business Communication, Adaptability

      4.6
      Rating, 4.6 out of 5 stars
      ·
      148 reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      J

      Johns Hopkins University

      Linear Algebra from Elementary to Advanced

      Skills you'll gain: Linear Algebra, Algebra, Applied Mathematics, Artificial Intelligence and Machine Learning (AI/ML), Mathematical Modeling, Advanced Mathematics, Engineering Analysis, Mathematical Theory & Analysis, Numerical Analysis, Geometry, Graph Theory, Applied Machine Learning, Markov Model, Probability

      4.7
      Rating, 4.7 out of 5 stars
      ·
      180 reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free
      Free
      C

      Coursera Project Network

      Creating a Budget with Microsoft Excel

      Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Excel Formulas, Spreadsheet Software, Accounting and Finance Software, Financial Data, Microsoft 365

      4.5
      Rating, 4.5 out of 5 stars
      ·
      568 reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • N

      Nanjing University

      Data Processing Using Python

      Skills you'll gain: Data Processing, Data Mining, Data Structures, Data Presentation, Object Oriented Programming (OOP), Web Scraping, Data Analysis, Python Programming, Pandas (Python Package), NumPy, Data Visualization, Data Import/Export, Data Manipulation, Matplotlib, User Interface (UI) Design

      4.1
      Rating, 4.1 out of 5 stars
      ·
      374 reviews

      Beginner · Course · 1 - 3 Months

    • S

      Stanford University

      Love as a Force for Social Justice

      Skills you'll gain: Compassion, Interpersonal Communications, Social Justice, Communication, Empathy, Relationship Building, Liberal Arts, Social Sciences, Community and Social Work, Collaboration, Cultural Diversity, Creativity, Research, Psychology, Ethical Standards And Conduct, Neurology

      4.7
      Rating, 4.7 out of 5 stars
      ·
      422 reviews

      Beginner · Course · 1 - 3 Months

    • W

      Workday

      Workday in Action Series

      Skills you'll gain: Workday (Software), Benefits Administration, Payroll Processing, Payroll, Accounts Payable and Receivable, Accounting Software, Compensation Management, Human Capital, Workforce Management, Human Resources Software, Recruitment, Business Process Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      85 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      C

      Copenhagen Business School

      Digital Competition in Financial Services

      Skills you'll gain: Technology Strategies, FinTech, Digital Transformation, Business Technologies, Financial Services, Financial Regulation, Business Strategy, Market Dynamics, Competitive Analysis, Business Modeling, Systems Thinking, Innovation, Governance

      4.6
      Rating, 4.6 out of 5 stars
      ·
      987 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Career Planning: A Pathway to Employment

      Skills you'll gain: LinkedIn, Interviewing Skills, Social Media, Social Media Strategy, Professional Networking, Strategic Communication, Communication, Social Skills, Negotiation, Professionalism, Writing, Business Writing, Decision Making

      4.7
      Rating, 4.7 out of 5 stars
      ·
      192 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      N

      New York Institute of Finance

      Reinforcement Learning for Trading Strategies

      Skills you'll gain: Reinforcement Learning, Financial Trading, Deep Learning, Portfolio Management, Machine Learning Methods, Artificial Intelligence and Machine Learning (AI/ML), Artificial Neural Networks, Machine Learning Software, Applied Machine Learning, Markov Model, Machine Learning, Financial Market, Time Series Analysis and Forecasting

      3.5
      Rating, 3.5 out of 5 stars
      ·
      240 reviews

      Intermediate · Course · 1 - 4 Weeks

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    In summary, here are 10 of our most popular personal finance courses

    • Investment Banking: Financial Analysis and Valuation: University of Illinois Urbana-Champaign
    • Leading Diverse Teams & Organizations: University of Michigan
    • Excel and Copilot Fundamentals: Microsoft
    • Essentials for English Speeches and Presentations 英语演讲与演示: Peking University
    • Linear Algebra from Elementary to Advanced: Johns Hopkins University
    • Creating a Budget with Microsoft Excel: Coursera Project Network
    • Data Processing Using Python: Nanjing University
    • Love as a Force for Social Justice: Stanford University
    • Workday in Action Series: Workday
    • Digital Competition in Financial Services: Copenhagen Business School

    Frequently Asked Questions about Personal Finance

    Personal finance includes all the actions taken by an individual or family to manage money in the present while making financial plans for the future. An understanding of personal finance is important to building long-term wealth, and it is especially important for young adults because the benefits of good financial habits accrue over time. Managing a budget and saving money may be the start of your financial journey, but a well-rounded personal finance strategy typically includes other elements.

    Achieving long-term goals such as buying a house or starting a business may require making informed decisions about taking on (and repaying) debt through a mortgage or loans. Preparing for retirement and estate planning often includes responsible investments in financial markets, with a portfolio balanced to fit your preferences for risk vs. reward. Shrewd risk management practices may also include the purchase of insurance to cover key assets such as your business, home, or other personal property.‎

    The job most directly related to this field is a personal financial advisor, who helps clients assess their goals and recommend savings and investment strategies to allow them to live the lives they envision. According to the Bureau of Labor Statistics, personal financial advisors make a median salary of $87,850 per year, and their job growth is expected to be faster than average due to a large proportion of the population approaching retirement and needing financial planning advice.

    Other careers may provide different types of products and services used in personal finance. For example, real estate brokers work closely with clients to help bring their home ownership dreams to fruition, and must be familiar with different financing options available to them. Insurance sales agents must similarly understand how their products fit within their customers’ personal finance goals.‎

    Yes! Whether you are looking to create financial strategies for yourself or as a career to aid others, Coursera has a wide range of online courses and Specializations on personal finance and related topics like financial planning and investment management. These courses are offered by top-ranked institutions including the University of Florida, Rice University, and the University of Illinois at Urbana-Champaign, so you don’t have to sacrifice the quality of your education to learn remotely. You’ll be learning from the same faculty and completing the same coursework as on-campus students but at a significantly lower tuition, allowing you to begin your financial studies by investing in yourself.‎

    Before learning personal finance, you need a strong foundation in math. Finance is among the most quantitative subjects, and it requires some math even for basic tasks like balancing checkbooks and paying bills. Having a background in mathematics makes it easier to learn some of the key skills you need, like assessing investment performance and planning ahead. It also helps to have solid analytic capabilities and good communication skills, particularly if you intend to build a career in personal finance. If you're taking a beginner-level course, you'll gain skills like assessing risk, making investments, creating a budget, and saving money, which will help you as you continue to more advanced topics.‎

    People who are passionate about money matters and those who have the drive to help others better manage their finances are among those best suited to working in a personal finance role. Financial advisors, for example, work one-on-one with their clients to help them manage money in addition to providing recommendations for investments based on short- and long-term goals. You'll need both an analytical mind and solid communication skills when working with clients.‎

    If you want to manage your money effectively, learning personal finance is for you. In fact, learning about personal finance can benefit everyone, no matter their age or career goals. Many experts suggest that personal finance skills are critical to helping people live happy, secure lives because it allows you to develop skills like budgeting, which helps prevent you from overspending and makes it possible to save money. Gaining a good grasp on the fundamentals can benefit you personally by empowering you to take control of what you spend and how you spend it while discovering ways to make your money work for you.‎

    Online Personal Finance courses offer a convenient and flexible way to enhance your knowledge or learn new Personal Finance skills. Choose from a wide range of Personal Finance courses offered by top universities and industry leaders tailored to various skill levels.‎

    When looking to enhance your workforce's skills in Personal Finance, it's crucial to select a course that aligns with their current abilities and learning objectives. Our Skills Dashboard is an invaluable tool for identifying skill gaps and choosing the most appropriate course for effective upskilling. For a comprehensive understanding of how our courses can benefit your employees, explore the enterprise solutions we offer. Discover more about our tailored programs at Coursera for Business here.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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