Personal Finance and Investment Strategies

Money, investing and analysis

This Coursera course brings personal finance and investment strategy together, covering budgeting, taxation, insurance and financial analysis. It opens with the basics of money, how banks operate and the digital tools people use, before moving on to investment decisions and the evaluation of opportunities.

Who it suits

It is a broad course for learners who want to manage their own money more confidently and to judge investments with a clearer head. Those interested in property or the analysis of financial statements will find those topics given space alongside the everyday basics.

Points to take away

• Reading a balance sheet and financial statements with confidence
• How tax and insurance affect a personal financial plan
• Assessing risk in an investment before committing money

Keep a running note of the analysis techniques you pick up, so you can reuse them the next time you review an investment.