Personal finance is an important topic and free quality resources are hard to find. BYU has developed a number of quality online courses on various personal finance and financial planning topics. In addition to these free online courses are PowerPoint presentations, worksheets and personal finance manuals with complete course content that you can download, use offline and share under Creative Commons License 3.0.
Note: Material developed and provided courtesy of BYU and occasionally share a religious (LDS) perspective. Whether or not you share this point of view, the material is extremely valuable in developing a strong financial foundation.
These free online courses cover many areas of financial planning including investing, retirement, estate planning, money management, debt, credit, insurance and taxes. In addition to being organized by topic, they’re also organized by difficulty, i.e. beginner, intermediate and advanced topics as well as by audience, i.e. high school students, college students, married couples or single adults.
Personal finance courses available here:
Personal finance manuals available here:
- Retirement Planning Course Manual
- Young Married-Single Adult Course Manual
- Intermediate Investing Course Manual
- Advanced Investing Course Manual
- Complete College Course Manual
- Freshman College Course Manual
- High School Course Manual
- Personal Finance Collaborative Project
Personal finance PowerPoints available here:
- Introduction and Another Perspective on Wealth
- On Helping Others
- Your PFP and Your Goals
- Budgeting and your Financial Health
- Debt and Debt Reduction
- Time Value of Money Module
- Tax Planning
- Cash Management
- The Auto Decision
- Understanding and Managing Credit
- Consumer and Mortgage Loans
- Home Decisions 1
- Home Decisions 2 Q & A
- Home Decisions 3 Q & A
- Insurance 1 – Basics
- Insurance 2 – Life Insurance
- Insurance 3 – Health Disability LTC Insurance
- Insurance 4 – Auto Home and Liability Insurance
- Investments 1 – Before you Invest
- Investments 2 – Your Investment Plan
- Investments 3 – Securities Market Basics
- Investments 4 – Bond Basics
- Investments 5 – Stock Basics
- Investments 6 – Mutual Fund Basics
- Investments 7 – Building Your Portfolio
- Investments 8 – Picking Financial Assets
- Investments 9 – Portfolio Rebalancing and Reporting
- Investments 10 – Behavioral Finance – Not on Tests
- Investments 11 – Investments Q & A
- Retirement 1 – Basics
- Retirement 2 – Social Security
- Retirement 3 – Employer Qualified Plans
- Retirement 4 – Individual and Small Business Plans
- Retirement 5 – Q & A
- Estate Planning – Basics
- Family 1 – Money and Marriage
- Family 2 – Teaching Children Finance
- Family 3 – Financing Education and Missions
- Careers in Financial Planning – FP
- Your Future 1 – Learning to Give
- Your Future 2 – Decide to Decide
- Your Future 3 – Wise Stewards Know
Personal finance debt worksheet available here:
All material provided by BYU, available here and licensed under Creative Commons License 3.0. If you enjoyed this course, let the developers know.
