Complete a structured personal finance course and apply every concept to your own finances with a documented financial plan.
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Complete a Personal Finance Curriculum and Self-Audit
4–6 weeks
Complete a structured personal finance curriculum covering: income and tax basics, budgeting and cash flow, emergency funds, debt management, credit scores, insurance fundamentals, and basic investing principles. Free options include Khan Academy Personal Finance. After completing the curriculum, conduct a full audit of your own current financial situation across each topic area.
Proof required
Submit: (a) completion evidence for a structured personal finance curriculum (certificate, completion screenshot, or structured notes showing coverage of all seven areas), and (b) a personal financial audit applying each curriculum topic to your own situation — including your current emergency fund position, your credit score and what factors affect it, your current insurance coverage and any gaps, and your current investment allocation. Specific numbers are required; general descriptions are not sufficient.
What gets checked
Curriculum covers all seven areas — not just budgeting and saving
Personal audit contains specific values and positions — not general descriptions of financial goals
Credit score section identifies the specific factors affecting your score
Resources
Khan Academy — Personal Finance (Free)
MoneyHelper — Free Financial Guidance (UK)
Build a Comprehensive 12-Month Personal Financial Plan
Implement for 90 Days and Review with a Financial Professional
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