John Wiley & Sons

Personal Finance Foundations Specialization

John Wiley & Sons

Personal Finance Foundations Specialization

Take Charge of Your Financial Future.

Build in‑demand financial literacy skills that pay off in your career and your life.

Included with Coursera Plus

Get in-depth knowledge of a subject
Beginner level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Beginner level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Develop the financial mindset professionals use — including risk tolerance, SMART goals & behavioral bias tools — to make confident money decisions

  • Use compound interest and time value of money calculations to evaluate saving, borrowing, and investing decisions.

  • Build a personal balance sheet and budget to track net worth, manage cash flow, and create a personalized financial plan.

  • Analyze diverse income sources — employment, self-employment, investment, capital gains, and government benefits — to grow and protect wealth.

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Taught in English
Recently updated!

May 2026

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Specialization - 3 course series

Financial Well-Being Foundations

Financial Well-Being Foundations

Course 1, 6 hours

What you'll learn

  • Describe how your financial knowledge, experience, risk tolerance, and feelings of control influence the way you view the financial world.

  • Explain how your human and social capital relate to your financial well-being.

  • Discuss how financial risk tolerance relates to financial goal achievement.

  • Describe strategies to overcome mental biases and improve financial decision making and well-being.

Skills you'll gain

Category: Goal-Oriented
Category: Smart Goals
Category: Self-Discipline
Category: Self-Awareness
Category: Behavioral Economics
Category: Risk Appetite
Category: Risk Analysis
Category: Wealth Management
Category: Financial Planning
Category: Risk Management
Category: Decision Making
Category: Cost Benefit Analysis
Category: Financial Management
Category: Psychology
Category: Financial Acumen
Category: Personal Development
Category: Goal Setting
Category: Finance
Category: Human Capital
Category: Consumer Behaviour
Financial Tools and Planning

Financial Tools and Planning

Course 2, 6 hours

What you'll learn

  • Calculate the effect of time and interest on financial decisions pertaining to planning, investing, and borrowing.

  • Describe how to use a balance sheet as a financial-management tool to track changes in assets, liabilities, and net worth.

  • Explain how to use a personal budget to track and forecast cash flow to achieve financial goals.

  • Describe how to create a personal financial plan.

Skills you'll gain

Category: Financial Analysis
Category: Balance Sheet
Category: Cash Management
Category: Decision Making
Category: Market Analysis
Category: Financial Planning
Category: Budget Management
Category: Cash Flows
Category: Expense Management
Category: Loans
Category: Market Dynamics
Category: Budgeting
Category: Investments
Category: Finance
Category: Financial Statements
Category: Economics
Category: Cash Flow Forecasting
Category: Financial Management
Category: Financial Market
Category: Growth Strategies
Income, Wealth, and Benefits

Income, Wealth, and Benefits

Course 3, 5 hours

What you'll learn

  • Discuss how to create wealth through increasing income, limiting expenses, and investing in your human capital.

  • Compare the financial pros and cons of self-employment and the different ways to structure a business.

  • Explain how to use capital assets to produce income and build wealth.

  • Explain financial safety-net programs available to employees and those living in the United States.

Skills you'll gain

Category: Personal Development
Category: Business Management
Category: Tax
Category: Asset Management
Category: Risk Management
Category: Compensation Management
Category: Tax Planning
Category: Benefits Administration
Category: Financial Planning
Category: Organizational Structure
Category: Compensation Strategy
Category: Human Capital
Category: Cash Management
Category: Compensation and Benefits
Category: Cash Flows
Category: General Finance
Category: Wealth Management
Category: Entrepreneurship
Category: Income Tax
Category: Professional Development

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Instructor

Wiley Skills Network
John Wiley & Sons
109 Courses5,838 learners

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