30 resources · 28 free
Personal Finance & Investing
Manage money — budgeting, saving, investing, and financial independence.
Discounted Cash Flow Modeling (Coursera GP)
Coursera Guided Project (Bekhruzbek Ochilov): value a company's shares with DCF — forecast financials, discount cash flows, calculate enterprise value, equity value, fair value per share. ~2 hours, desktop only. Requires WACC/CAPM knowledge.
Investment Risk Management (Coursera GP)
Coursera Guided Project (Bekhruzbek Ochilov): quantify risk-to-reward with Treynor Ratio, calculate value at risk for an investment portfolio. ~1 hour, desktop only.
The Complete Financial Analyst Course 2026
Complete financial analyst course 2026: financial statements, ratio analysis, budgeting, forecasting, valuation, and Excel for finance careers.
Khan Academy: Personal Finance
Free video course covering budgeting and saving, consumer credit, loans and debt, insurance, investments and retirement, taxes, and scams. Each unit pairs video lessons with articles and practice exercises that test what you learned. Built for high-school and adult learners who want practical money skills, self-paced with progress tracking. 100% free, structured into clear units with mastery-based practice.
Financial Markets (Yale, Robert Shiller)
Robert Shiller's classic Yale course on how financial markets work: risk management, behavioral finance, securities, insurance, banking, and investment banking. Full lectures, readings, and quizzes are available free via Coursera audit mode (no certificate). Ideal for self-directed learners wanting a rigorous university-level foundation in investing and markets. Seven modules, self-paced, with updated lectures and student salons.
Bogleheads Wiki
Community-maintained investing and personal finance reference built around John Bogle's low-cost index-fund philosophy. Deep articles on financial planning, asset allocation, three-fund portfolios, tax-efficient fund placement, IRAs and 401(k)s, and retirement planning. Free, ad-free studied material with start-up kits that walk beginners from budgeting to portfolio construction. Written and maintained by experienced investor volunteers.
Investopedia Stock Simulator
A free stock market simulator with virtual cash where you practice trading stocks, ETFs, and options without risking real money. You build and manage a portfolio, follow real market prices, and learn order types, diversification, and risk management by doing. Ideal for beginners learning investing through realistic practice, with a free $100,000 virtual portfolio.
Money Under 30
A free personal-finance education site with step-by-step guides on budgeting, saving, credit cards, student loans, investing, and retirement aimed at young adults. Articles teach underlying concepts and methods rather than just listing products, with calculators and worked examples to practice with. Regularly updated, jargon-light explanations make it a solid studied-material resource for building financial literacy. https://www.moneyunder30.com
Clark.com Money & Career Advice
Consumer money advice from Clark Howard: free articles, podcasts, and videos teaching smart spending, saving, investing, insurance, and avoiding financial traps. The how-to guides explain financial decisions with concrete steps and decision rules you can apply to your own money. Archives are organized by topic for self-directed study, covering credit, banking, retirement, and consumer protection. Free to access with no paywall. https://clark.com
Investopedia
One of the largest free financial education libraries on the web, with thousands of in-depth articles, tutorials, and definitions covering investing, budgeting, credit, retirement, and taxes. Study material ranges from plain-language explainers to advanced valuation and options guides. Useful for absolute beginners through intermediate investors. Continuously updated and written or reviewed by finance professionals and academics.
r/personalfinance Wiki
Massive community-maintained wiki from Reddit's personal finance subreddit, containing the famous Prime Directive flow chart for managing money, budgeting guides, investing primers, and detailed advice on debt, housing, retirement, and windfalls. Studied material organized as a structured reference you can work through step by step. Free, ad-free, and continually updated by volunteer contributors. A proven framework for any money situation.
Next Gen Personal Finance (NGPF)
Next Gen Personal Finance offers hundreds of free, classroom-ready personal finance lesson plans, activities, projects, and interactive tools for educators and self-learners. Covers budgeting, banking, credit, investing, insurance, taxes, and career readiness with real-world case studies, arcade-style games, and data projects. Designed for high school and college audiences but valuable for any adult learner. All content free with a free teacher account.
Behavioral Finance (Duke University)
Wharton's Behavioral Finance course on Coursera explores how psychology drives financial decisions: biases, heuristics, bubbles, and common investor mistakes, taught by Professor Chris Mayer. Lecture videos, readings, and quizzes are freely auditable, while graded assignments and certificates require payment. Great for investors and finance students who want the human side of markets. Intermediate level, several weeks of content.
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SEC Investor.gov
The SEC's official free investor education site offering plain-English courses, calculators, and guides on saving and investing, mutual funds, bonds, risk, and fraud prevention. Includes an interactive Investing Basics course plus compound-interest and retirement calculators for hands-on practice. Trustworthy, regulator-backed studied material for beginners and a solid reference for everyone. No account or payment required.
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360 Degrees of Financial Literacy
Free financial literacy resource from the American Institute of CPAs with hundreds of plain-English articles organized by life stage and topic: taxes, credit, investing, insurance, education funding, and retirement. Each article explains concepts, rules, and practical next steps in everyday language. Written for general consumers, updated regularly, and useful as studied reference material for personal finance planning.
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Practical Money Skills
Visa's free financial education program offering lesson plans, calculators, interactive games, and articles on budgeting, saving, credit, and identity protection. Includes classroom resources and self-directed learning modules for students, parents, and adults. The games make practice engaging for younger learners while articles serve as reference material for everyone. Entirely free, no account required for most content.
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FINRA Investor Education
FINRA's investor education hub provides free, unbiased articles, videos, and tools on investing fundamentals: diversification, fees, fraud protection, and market mechanics, from the nonprofit securities regulator. Includes interactive calculators and a structured learning path for new investors. Written for everyday investors who want trustworthy studied material without product pitches. Regularly updated and beginner-friendly.
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The Money Guy Show
Weekly podcast by CPAs Brian Preston and Bo Hanson serving practical, non-boring financial advice on investing, retirement, tax strategy, and wealth building. Each episode answers real listener questions with concrete numbers and case studies. Ideal for beginners and intermediate savers who want actionable guidance, not hype. One of the top-ranked business podcasts, fully free on all podcast platforms.
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Mr. Money Mustache
The classic FIRE (Financial Independence, Retire Early) blog by Pete Adeney, documenting how he retired at 30 on a modest engineering salary. Teaches aggressive saving, smart spending, index investing, and lifestyle design with a humorous, no-nonsense voice. Perfect for anyone questioning consumerism and wanting a step-by-step path to financial independence. All articles and the famous 'Shockingly Simple Math' posts are free.
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Portfolio Visualizer
Free portfolio analysis platform for backtesting asset allocations, running Monte Carlo retirement simulations, and comparing index funds, ETFs, and factor strategies. Lets you test 'what if I had invested this way since 1972' scenarios with real historical data. Essential for DIY investors validating their asset allocation before risking real money. Core analysis features are free to use.
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PowerPay Debt Repayment Tool
Free debt-payoff calculator from Utah State University Extension that builds a personalized debt elimination plan using the debt avalanche or snowball method. Enter your balances and interest rates to see exactly when you will be debt-free and how much interest you will save. Maintained by a public university with no account, app, or fee required. Great first step for anyone starting a debt payoff strategy.
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CFPB Ask CFPB
Official U.S. government database of plain-language answers to hundreds of everyday money questions covering credit scores, debt collection, bank accounts, mortgages, student loans, and more. Each answer is authoritative, unbiased, and written to protect consumers. The definitive free reference when you need a trustworthy answer about your rights and money. Run by the CFPB, fully free with no registration.
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FDIC Money Smart
Free financial education program from the Federal Deposit Insurance Corporation with 14 self-paced modules covering banking, budgeting, credit scores, debt management, and home buying. Includes instructor guides, participant handouts, PowerPoint slides, videos, and interactive games. Perfect for self-learners, teachers, and community educators alike. Government-produced, completely free, and updated regularly since 2001.
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Fidelity Learn
Free educational hub from Fidelity with hundreds of articles, videos, webinars, and self-guided lessons on investing basics, retirement planning, 401(k)/IRA mechanics, and portfolio management. Includes the 'Investing 101' playbook that takes complete beginners from opening an account to building a diversified portfolio. No Fidelity account required to access the learning content. Trustworthy, regulator-reviewed content from a major brokerage.
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Morningstar Investing Classroom
Free self-directed lesson series from Morningstar covering stocks, bonds, mutual funds, ETFs, and portfolio construction, with knowledge checks after each lesson. Teaches the fundamentals of fund analysis and long-term investing in short, digestible modules. Ideal for new investors who want a structured curriculum from a respected research firm. Accessible free of charge on Morningstar's site.
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AnnualCreditReport.com
The only federally authorized source for free credit reports, providing one free report from each of the three major bureaus (Equifax, Experian, TransUnion) every 12 months. Explains how to read your reports and spot errors that drag down your credit score. Essential for anyone monitoring credit health or preparing for a major loan. Official U.S. government-mandated service, always free by law.
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r/financialindependence
One of Reddit's largest personal finance communities (1M+ members) dedicated to financial independence and early retirement planning. Daily discussions on savings rates, index fund investing, withdrawal strategies, and real-life FIRE case studies. Its wiki contains a structured roadmap covering the math and mindset of FI. Free to read and participate, with candid advice from people actually pursuing FI.
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The Oblivious Investor
Blog by fee-only financial advisor Mike Piper offering clear, low-jargon guidance on index fund investing, Social Security claiming strategies, retirement planning, and tax basics. Piper is also the author of free 'Oblivious Investing' ebooks on index funds and Social Security. Perfect for hands-off investors who want evidence-based answers without sales pressure. Entirely free, ad-light, and highly respected in the Boglehead community.
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Tax Foundation
Nonpartisan think tank publishing free articles, data visualizations, and guides explaining how taxes work in plain language — from income and capital gains to deductions, credits, and tax reform. Excellent for building tax literacy before making investing or retirement decisions. Includes interactive tax maps and calculators. All research and articles are free to read.
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NerdWallet Compound Interest Calculator
Free interactive calculator that visualizes how compound interest grows savings over time, with sliders for initial deposit, monthly contributions, rate, and time horizon. Shows year-by-year growth charts and the dramatic difference time makes — the single best way to internalize why you should start investing early. No signup required. Ideal companion for teaching anyone the power of compounding.
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