Investment and Personal Finance Resources


The Internet's Best Education Resources, an initiative of maintains a list of the top educational resources on the internet. Scope is way beyond finance and investing.

Online Education Platforms

This is a list of the large online education platforms. They offer pretty much anything to study. Courses that provide you with a certificate often cost money, but you can take many classes for free if you don't care about the certificate.

Also, go to for a large catalogue of resources and additional references to online education resources. They also have a Guide to Budgeting in College for Students that may be of interest to you. 

Podcasts / Blogs


Interesting Sites

News and market information

Investment Management Firms


The good old textbooks are somewhat a thing of the past. They are not cheap but are very comprehensive. They tend to be very good reference books that belong into the library of a diligent student and with a handful of books, you cover pretty much all the relevant skill areas.

There are so many investment books out there, and it seems like everybody has their own favorites. Here is a list of the more classic ones and some I found interesting and practically relevant (in alphabetical order):

Some really good, more general business books that I think are must reads:

Noteworthy Instructional Videos

Professional Accreditations

CFA Institute

The Chartered Financial Analyst (CFA) designation is the gold standard for the financial industry. It is governed by the CFA Institute, which continuously updates the curriculum to keep it relevant and applicable. It requires successful passing of three consecutive levels of fairly comprehensive and difficult exams. To carry the designation, one also has to have at least four years of relevant professional experience. As an ambitious Finance undergraduate, one can pursue the Level 1 exam during Senior year.

They also offer the Investment Foundation Program which is an excellent, free, introductory course introducing students to the various aspects of the investment management industry.

The third program they offer is the Certificate in Investment Performance Measurement (CIPM®). This is a fairly specialized, technical, niche program, not recommended for the early years in your career.

All of their programs cost money, and there are third parties who offer study programs to prepare you for the tests (especially the CFA), which also cost money but essentially summarize the large amount of content down to more digestible learning units. Two to consider are:

Note that sometimes they have free resources for you to tap into. For example, Schweser/Kaplan offered free 'MasterClasses' for the Level 1 curriculum which are nine 2-hour videos.

Corporate Finance Institute

The Corporate Finance Institute offers a series of online education resources that are practical and tailored to develop skills for a career start in corporate finance or investment management. They offer a series of free courses covering the absolute essentials, such as Excel, analysis of financial statements, intro to corporate finance and economics, and others.

If you are a student at Trinity University in San Antonio, TX, please use this link to sign up and get access to the free courses. For anyone else, the free courses can be found here.

They also offer certifications that are based on taking numerous courses they have available on their website. The quality of their modules is solid and allows for completely independent and self-paced study. They do cost money but provide you with professionally relevant education and a certificate that has resume value. Currently they offer four certifications, the Financial Modeling & Valuation Analyst Certification, the Certified Banking & Credit Analyst, the Capital Markets and Securities Analyst, and the Business Intelligence and Data Analyst.

There are many other accreditation to pursue, such as the CFP for financial planners, the Series X exams administered by the Financial Industry Regulatory Industry (FINRA) that are applicable to specific professions in the financial industry. It's best to take those based on your actual job you will have after you graduate. Some of those will be required and some will be beneficial to earn while being on the job for a couple of years.

Required Skills

The best career skills to have for any job - WSJ

The following topics are areas that a solid finance education should cover:

  • Basic understanding of micro- and macroeconomic principles
  • Time value of money and basic financial mathematics
  • Valuation of corporate projects, companies and financial securities (TVM applied)
  • Reading and understanding financial statements
  • Measuring and managing corporate value creation
  • Investment instruments and investment management
  • Risk management, derivatives and international finance
  • Behavioral economics
  • Expert-level proficiency in Excel