Brian Walsh

Brian Walsh leads the financial planning efforts at SoFi, a personal finance company. As a self-proclaimed financial planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical. He is currently a student in Kansas State University's Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver over 100,000 financial plans per year to clients.

Coursera

SoFi

Introduction to Personal Finance (Coursera)

Personal and Professional Development

Embark on a journey towards financial literacy with our Introduction to Personal Finance course. Designed for beginners, this course breaks down essential concepts like budgeting, understanding your credit score, managing cash flow, setting achievable financial goals, and navigating the complexities of taxes. Taught by experienced CERTIFIED FINANCIAL PLANNER™ Professionals, you'll gain practical knowledge through engaging video lessons, readings, and interactive activities.

Jun 15th 2026

4 Weeks

Budget Financial Planning Personal Finance

Coursera

SoFi

Saving Money for the Future (Coursera)

Personal and Professional Development

Embark on a journey towards financial security with 'Saving Money for the Future'. This course is tailored for individuals aiming to set and achieve their savings goals effectively. From understanding the power of compounding interest to strategizing your savings plan, this course equips you with the knowledge needed to secure your financial future.

Jun 15th 2026

4 Weeks

Personal Finance Retirement Savings Financial Goals

Coursera

SoFi

Risk Management in Personal Finance (Coursera)

Personal and Professional Development

Discover the essential strategies to protect your assets and future with 'Risk Management in Personal Finance'. This online course, led by an experienced CFP professional, will guide you through understanding different insurance products, determining appropriate levels of coverage, and integrating these crucial elements into a holistic financial strategy. Whether you're looking to safeguard your family's well-being or secure your long-term financial goals, this course is designed for individuals eager to take control of their personal risk management.

Jun 15th 2026

4 Weeks

Risk Management Personal Finance Insurance

Page 1