Personal Finance Professional Certificate -- Indiana University

Indiana University × Kelley School of Business

Offered by Indiana University's Kelley School of Business on the course platform, this Personal Finance Professional Certificate covers the building blocks of financial planning including cash flow management, investment strategy, and retirement savings. Thanks to a generous gift from the Jellison Family Foundation, all three courses can be audited for free, making high-quality financial literacy education accessible to everyone.

Duration

12 weeks (3-5 hours/week)

Level

Beginner

Deadline

No Deadline

🌐 Available Languages: English
📅 Last Updated: 2026-03-24

📋 Prerequisites

No prior knowledge of business or finance is required. This certificate is designed for anyone who wants to take control of their personal financial future.

👥 Who Should Take This Course

  • Individuals seeking to build a strong foundation in personal financial planning
  • Young professionals starting their careers and wanting to manage finances wisely
  • Anyone looking to understand investment, credit, and retirement planning
  • Educators and counselors who want to teach financial literacy

📚 What You Will Learn

1

Introduction to Personal Financial Planning

2

Managing Personal Cash Flow and Budgeting

3

Understanding Credit, Debt, and Borrowing

4

Investment Fundamentals and Portfolio Strategy

5

Planning for Risk, Insurance, and Protection

6

Retirement Savings and Long-Term Financial Goals

🏛️ About the Institution — Indiana University

Indiana University is a major public research university in the United States. The Kelley School of Business is one of the top business schools in the country, consistently ranked among the best for undergraduate and MBA programs. Kelley's online programs are recognized for accessibility and academic rigor.

Founded

1820

Location

Bloomington, Indiana, USA

Recognition

#73 National University — U.S. News & World Report

❓ Frequently Asked Questions

Why is this course available for free?
The three courses can be audited for free thanks to a generous $16 million gift from the Brian and Sheila Jellison Family Foundation to the Kelley School of Business, which supports financial literacy education for all learners.
Do I need to complete all three courses?
To earn the Professional Certificate, you need to complete all three courses and score 80% or above on each. However, you can take individual courses at your own pace and in any order you prefer.
Is this course recognized by employers?
Yes, the certificate is issued by Indiana University's Kelley School of Business, one of the top-ranked business schools in the US. Over 4,500 learners have already enrolled in the program to enhance their financial literacy.

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Complete walkthrough with screenshots, tips, and troubleshooting

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  • Screenshot tutorials for each step
  • Common mistakes to avoid
  • Tips to complete faster
  • Troubleshooting FAQ
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