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  • Live Data
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My LER
  1. Programs
  3. Personal Finance

Personal Finance

Khan Academy

Course

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

Budgeting, saving, credit, taxes, investing, and retirement. Sponsored by Walmart, Intuit & Capital One. Self-paced, no login needed.

Cost

FREEShow moreShow less

Format

Online

Loading Skills & Competencies
Program Pathways

Credentials this program stacks toward

No program pathways.

Loading What You'll Learn
Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

Locations

Where this program is offered

No locations specified.

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Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

  • budgeting, saving, credit, taxes
  • investing and retirement
Career Pathways

Occupations this program prepares you for

Auto-populated·from O*NET + BLS
Occupations matched to this program, with median wage, top wage, growth, and openings
SOCOccupationMethodWageGrowthOpenings
Match confidence: medium13-2052.00Personal Financial Advisorstitle_inference$102,140 median+9.57%3,120
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: emerging (Level 1)(based on Course)

  • Client intake interviews — conduct using structured questionnaires to gather income, expenses, and insurance data under direct supervision in a retail financial services office.
  • Financial data entry — record and organize client information accurately into CRM software following established firm protocols.
  • Basic financial documents — read and interpret account statements, tax returns, and insurance policies with guidance from a senior advisor.
  • Financial planning concepts — explain common investment vehicles such as stocks, bonds, and mutual funds to clients using scripted talking points.
  • Client risk tolerance — identify and document using standardized assessment tools under the direction of a licensed financial advisor.
  • Spreadsheet software — apply to compile client financial data and perform basic calculations including net worth and cash flow summaries.
  • Regulatory compliance requirements — follow firm-mandated procedures and compliance checklists when handling client accounts and documentation.
  • Client questions — respond to routine inquiries about account balances and plan details by referencing prepared materials and escalating complex issues.
  • Financial planning recommendations — assist in implementing basic strategies such as setting up automatic contributions under senior advisor oversight.
  • Continuing education modules — complete to build foundational knowledge in economics, accounting principles, and financial planning methodology.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported