Overview

AI, Data Science & Cloud Certificates from Google, IBM & Meta — 50% Off

One plan covers every Professional Certificate on Coursera. 50% off Coursera Plus Annual for 10 days only — price increases June 17.

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What if you could look ahead and know, with confidence, that you and the people you love are financially protected and positioned to thrive? Saving, Investing, Insurance, and Retirement Planning gives you the tools to build that future, starting today. If you've felt behind on saving, uncertain about investing, or anxious about retirement — this is your turning point. No background is required. Three self-paced courses cover the full arc of long-term financial security: how to build an emergency fund and choose the right savings vehicles; how stocks, bonds, mutual funds, ETFs, and real estate work together in a strong portfolio; how to protect your income and assets through health, disability, life, and property insurance; and how to plan for retirement and build an estate plan that reflects your wishes. You'll apply concepts through real scenarios and assessments grounded in decisions that affect your financial life now and for decades ahead. Research links early intentional saving and investing with stronger retirement outcomes and greater lifetime wealth (CFPB). Earn a career certificate that you can add to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review. Tap into career resources to pursue roles in financial planning, investment advising, insurance, or wealth management. If you are ready to build skills that open new doors — professionally or personally — this is where you start.

Syllabus

Course 1: Saving Strategies and Fraud Prevention
Course 2: Investing and Portfolio Management
Course 3: Insurance, Retirement, and Estate Planning

Courses

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Life is full of uncertainty, and while you can't predict the future, you can absolutely prepare for it. From unexpected medical bills and disabilities to the eventual need for retirement income and the desire to leave something behind for the people you love, the decisions you make today have a profound impact on your financial security tomorrow. In this course you'll develop a comprehensive understanding of how to protect what you have, plan for what's ahead, and build a financial legacy that reflects your values and priorities. Most people put off insurance, retirement, and estate planning because these topics feel distant, complicated, or uncomfortable. But waiting is its own kind of risk. The people who are best prepared aren't necessarily the wealthiest — they're the ones who made intentional decisions before a crisis forced their hand. This course gives you the knowledge and confidence to be one of them.
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Investing can feel intimidating — a world of jargon, risk, and uncertainty that seems reserved for financial professionals or the already wealthy. But the truth is, investing is one of the most powerful tools available to anyone who wants to build long-term financial security, and the earlier you understand how it works, the greater your advantage. In this course you'll cut through the complexity and develop a clear, practical understanding of the investment landscape — from individual stocks and bonds to funds, real estate, and beyond. You don't need to pick winning stocks or time the market to be a successful investor. You need to understand how different assets behave, how to build a portfolio that fits your goals and risk tolerance, and how to protect what you've built. This course gives you that foundation — practical, jargon-free, and built for the decisions you'll actually face.
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Earning money is only part of the financial equation — what you do with it matters just as much. Whether you're building your first emergency fund or looking to grow your assets more strategically, the decisions you make about saving and protecting your money have a profound impact on your long-term financial security. In this course you'll explore the tools, strategies, and safeguards that help you not only build wealth but keep it. Most people know they should be saving more. Far fewer know which savings vehicles actually fit their goals, how much risk they're taking on without realizing it, or how exposed they are to the financial frauds and identity theft schemes that cost Americans billions of dollars every year. This course closes those gaps — giving you the knowledge to save with purpose, choose the right accounts for your situation, and protect what you've worked hard to build.