This course is part of the The Fundamentals of Personal Finance Specialization

4.5
stars
42 ratings

Lauren Anastasio

6,907 already enrolled

Offered By

The Fundamentals of Personal Finance SpecializationSoFi

About this Course

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This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and passive investing, as well as investment fees and taxes.
Whether you are just getting started investing or want to play a more active role in your investment decisions, this course can provide you the knowledge to feel comfortable in the investing decisions you make for yourself and your family. This course is geared towards learners in the United States of America.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 4 of 5 in the

The Fundamentals of Personal Finance Specialization

Beginner Level

Regardless of educational background, this course is for the novice investor looking to better understand the topic.

Approx. 7 hours to complete

English

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Skills you will gain

Investment Fees
Diversification
Active vs. Passive Investing
Risk Aversion
Investment

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 4 of 5 in the

The Fundamentals of Personal Finance Specialization

Beginner Level

Regardless of educational background, this course is for the novice investor looking to better understand the topic.

Approx. 7 hours to complete

English

Could your company benefit from training employees on in-demand skills?

Try Coursera for Business

Instructor

Instructor rating

4.41/5 (13 Ratings)

Lauren Anastasio

Senior Financial Planner

16,989 Learners

3 Courses

Offered by

SoFi

SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.

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Syllabus - What you will learn from this course

Week1

Week 1

3 hours to complete

Understanding the Different Types of Investments

3 hours to complete

14 videos (Total 55 min), 7 readings, 5 quizzes

14 videos

Introduction: Investing Basics3mStock Basics3mUnderstanding Stocks4mAnalyzing Stocks3mInvesting in Stocks3mBond Basics3mUnderstanding Bonds4mAnalyzing Bonds3mInvesting in Bonds4mWhat is a Mutual Fund?3mAll-In-One Mutual Funds4mWhat is an Exchange-Traded Fund (ETF)?2mWhat is a Derivative?4mEquity Compensation - Stock Options5m

7 readings

Welcome to Fundamentals of Investing5mStock Key Ratios7mUnderstanding The Yield to Maturity Formula3mExchange-Traded Funds (ETFs) vs Mutual Funds: Learning the Difference8mA Guide to Options Trading8m5 Important Options Trading Strategies7mWhen to Sell Your Employee Stock7m

5 practice exercises

Stock Quiz7mBond Quiz7mPooled Investments6mDerivatives 8mUnderstanding the Different Types of Investments30m

Week2

Week 2

2 hours to complete

Balancing Risk and Return

2 hours to complete

7 videos (Total 29 min), 4 readings, 4 quizzes

7 videos

Understanding Investment Risk3mSystematic Investment Risk3mUnsystematic Investment Risk3mMeasuring Investment Risk4mMeasuring Investment Returns4mInvestment Risk & Return4mInvestment Risk Tolerance & How to Find Yours4m

4 readings

6 Investment Risk Management Strategies7mWhat is Considered a Good Return on Investment?5mSuitability: Definition, How It's Measured, and How It's Used for Investing7mExplaining the Different Types of Asset Classes5m

4 practice exercises

Investment Risk Types7mAssessing Investment Risk 6mRisk & Return5mBalancing Risk and Return30m

Week3

Week 3

1 hour to complete

Developing an Investment Strategy

1 hour to complete

3 videos (Total 13 min), 3 readings, 3 quizzes

Week4

Week 4

2 hours to complete

Understanding Taxes and Fees

2 hours to complete

3 videos (Total 15 min), 5 readings, 3 quizzes

3 videos

How Investments Are Taxed3mInvestment Fees5mChoosing Investment Accounts to Maximize Tax Benefits5m

5 readings

Everything You Need to Know About Taxes on Investment Income5mInvestment Tax Rules Every Investor Should Know5mWhat Are the Different Types of Investment Fees?6mTaxes, Fees, Commissions, and Your Investments5mA Guide to Tax-Efficient Investing7m

3 practice exercises

Investment Income10mQuick Fee Calculations/Savings8mUnderstanding Taxes and Fees30m

Reviews

4.5

12 reviews

5 stars
64.28%
4 stars
23.80%
3 stars
9.52%
2 stars
2.38%

TOP REVIEWS FROM FUNDAMENTALS OF INVESTING

by JCJan 14, 2022

Really great for learning the basics! I live in Canada, so I found it a bit too American. Some glitches in the Week 4 videos. Overall v helpful course.

by AJul 9, 2021

This was a fabulous course! I really enjoyed having access to all this new-to-me information!

by SSFeb 19, 2022

Informative course for novice investors. I enjoyed it and learned a lot.

View all reviews

About the The Fundamentals of Personal Finance Specialization

This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

More questions? Visit the Learner Help Center.

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Fundamentals of Investing

About this Course

Skills you will gain