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SOFEIOnline Learning Path

Finance & Financial Wellness

Build the financial knowledge and decision-making skills that support greater stability, stronger business choices, long-term planning, and economic independence.

Woman building finance and financial wellness skills through SOFEIOnline
Build Financial Capability

Financial knowledge creates more options—and better decisions.

This learning path brings together selected SOFEIOnline courses in personal finance, budgeting, accounting, financial analysis, investing, retirement planning, financial management, and business finance.

Courses may also appear in another SOFEIOnline learning path when the knowledge supports more than one personal, professional, or business goal.

Personal Finance Foundations Budgeting, Saving & Financial Resilience Credit, Debt & Financial Decision-Making Accounting & Financial Literacy Investing, Wealth & Long-Term Planning Finance for Career & Business Growth
Explore Courses to Enroll

Choose the financial skills that support your next step.

Select a course to review its details and enroll through the SOFEIOnline course page.

01

Personal Finance Foundations

Build practical knowledge for everyday and long-term financial decisions.

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Personal Finance

Build foundational knowledge for budgeting, saving, borrowing, credit, insurance, investing, and long-term financial decisions.

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Personal Finance (ACE CREDIT®)

Develop personal-finance knowledge through an ACE CREDIT®-eligible course.

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Introduction to Finance

Learn core financial concepts that support stronger personal and professional decision-making.

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Certificate in Finance Essentials

Build a broader foundation in financial concepts, analysis, and financial decision-making.

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02

Budgeting, Saving & Financial Resilience

Strengthen planning, cash-flow awareness, and financial stability.

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Budgeting and Financial Analysis for Small Businesses

Strengthen budgeting and financial-analysis skills for practical planning and financial decisions.

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Financial Planning and Control

Explore approaches for planning, monitoring, and controlling financial resources.

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Cash Flow Management

Understand cash-flow principles that support stronger financial stability and decision-making.

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Financial Statement Analysis

Learn how to read and interpret financial statements to better understand financial performance and position.

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03

Credit, Debt & Financial Decision-Making

Strengthen analysis and negotiation skills that support better financial choices.

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Decision Making and Problem Solving

Strengthen practical decision-making skills that support financial choices and planning.

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Introduction to Business Statistics

Develop statistical literacy for interpreting data and making informed financial decisions.

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Negotiations: Making Business Deals

Build negotiation skills that can support better financial outcomes in business and professional settings.

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Negotiation for Women in Business

Develop practical negotiation skills for compensation, financial decisions, and business relationships.

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04

Accounting & Financial Literacy

Understand the numbers behind personal, professional, and business decisions.

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Accounting Fundamentals

Build foundational accounting knowledge and understand how financial information is recorded and interpreted.

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Accounting Fundamentals for Small Businesses

Learn practical accounting concepts relevant to small-business and entrepreneurial financial management.

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SOFEIOnline Course

Certificate in Accounting and Finance

Build broader knowledge across accounting, finance, and financial decision-making.

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SOFEIOnline Course

Accounting and Finance for Entrepreneurs

Understand the financial concepts entrepreneurs need to manage revenue, expenses, cash flow, and business performance.

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05

Investing, Wealth & Long-Term Planning

Build knowledge for long-term financial security and wealth creation.

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Investment Fundamentals

Build foundational knowledge of investing concepts, risk, return, diversification, and long-term financial planning.

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SOFEIOnline Course

Stocks, Bonds, and Investing: Oh, My!

Explore common investment vehicles and how they can fit into long-term wealth-building strategies.

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Retirement Planning

Learn core concepts for retirement preparation, savings, income planning, and long-term financial security.

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Introduction to Financial Planning

Develop foundational knowledge of financial-planning concepts and goal-based decision-making.

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06

Finance for Career & Business Growth

Strengthen financial literacy for management, leadership, and business decisions.

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Financial Management

Build practical knowledge of financial-management concepts used in organizations and businesses.

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SOFEIOnline Course

Finance for Non-Financial Managers

Develop financial literacy for managers who need to interpret budgets, financial reports, and business performance.

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Managerial Finance

Explore how managers use financial information to support operational and strategic decisions.

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Business Acumen PDU Bundle

Strengthen business knowledge across finance, strategy, operations, and organizational decision-making.

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Continue Building Your Learning Path

Return to SOFEIOnline to explore another learning pathway or view courses created specifically around women's professional growth.

Explore Learning Paths Featured Courses for Women

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