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Finance Certificate FAQ

Finance


(EDP 152041)

Note: The curriculum for the Certificate Program in Finance is changing effective December 7, 2009. If you are currently enrolled in Finance classes but have not yet registered for the certificate, you must register by April 2010 to complete the original curriculum. Otherwise, you may transfer to the new curriculum. For all questions, please call (510) 642-4231 or e-mail business@unex.berkeley.edu.

Financial professionals lead their organizations' efforts to raise capital, to invest funds, to manage assets, and to generate returns for providers of capital.

The UC Berkeley Extension Certificate Program in Finance is an integrated sequence of courses that gives students a broad, thorough, and up-to-date foundation in finance and the practical tools needed to thrive as effective financial or investment managers or analysts. The program uses materials and techniques developed in the field and based on accepted financial management principles to give students real-world knowledge and skills that can be applied immediately.

The certificate program is intended to help students Students customize the program to meet their own objectives by choosing to specialize in either corporate finance or investment management.

Program requirements

The finance certificate curriculum consists of four required core courses, three required specialization courses, and one elective course, for a total of 8 courses, 16 semester units, and 240 hours of instruction. (Course fees in the Finance certificate are located within individual course descriptions of the web catalog, and do not include textbooks and/or course materials.)

Prerequisites

In order to commence the program you must have successfully completed (a) one course in financial accounting (such as Introduction to Financial Accounting XB102A), and (b) one course in economics (such as Essentials of Economics X402.8, Introduction to Microeconomics X2, or Introduction to Macroeconomics X3). In addition, proficiency with computer spreadsheets is highly recommended.

To begin the certificate program

After meeting the prerequisites, students commence the program by enrolling in Basic Corporate Finance X430.1. We recommend that you also complete the one-day workshop Basic Financial Mathematics and Financial Spreadsheets during the first semester of the program.

Registration Procedure

We recommend that you register for the certificate program before you begin your third course in the program. To register, please (1) complete and submit the Program Registration Form or (2) print out and complete the form at www.unex.berkeley.edu/cert/certproginfo.html. Mail or fax it as it indicates, and include the nonrefundable registration fee. Certificate registration cannot be taken by phone.

Requirements may be updated based on new developments in the field of study; we recommend completing the program in a timely fashion.

Required core courses

Electives

Your elective must total at least 2 semester units in business administration. Approved finance electives include:

Substitutions, Waivers and Transfer Credit

Students may request to substitute a course requirement in the program with another credit course that is equivalent in content and credit semester hours/units. A substituted course must be another credit course either at UC Berkeley Extension or it can be transfered from another regionally accredited academic institution.

Waivers: Students who possess a license or credential in a particular subject area or professional field may request to have a course requirement waived. When a course is waived, the semester units/hours of the waived course must be made up taking another course within the personal financial planning program or an approved elective. Requests for waivers and the substituted course must be approved in advance by the program director and department director.

Transfer Credit: Transfer credit will only be accepted if (1) all coursework was completed prior to the student beginning the program at UC Berkeley Extension, (2) all coursework does not exceed one-fourth of the total number of semester units/hours of the program, (3) the student has obtained a "B" or better grade in all coursework, (4) all coursework was completed at a regionally accredited university or college, and (5) all coursework was completed within five years of beginning the program at UC Berkeley Extension. Accepted transfer credit within the UC system will be calculated into the GPA. Accepted transfer credit from institutions outside of the UC system will not be calculated into the GPA. After a student has started the program at UC Berkeley Extension, no transfer credit will be allowed into the program, and the student must complete the remainder of the program requirements at UC Berkeley Extension.

Refunds, Withdrawals and Cancellations

For all refund, withdrawal or cancellation issues, please refer to www.unex.berkeley.edu/info/enrollment.html#refunds. Note: Work obligations do not qualify as an exception in terms of the refund policy.

Further information

A certificate is awarded to students who successfully complete all 16 units with a grade point average of 2.5 or higher. Students working toward completion of the certificate program must enroll for credit in those courses offering academic credit and must request a letter grade. Certificate requirements must be completed within five years of enrollment in the first required course. All credit courses must be completed with a grade of C or higher. A Certificate "with distinction" will be awarded to those who complete the program with a UC Berkeley Extension GPA of 3.5 or higher.

For additional information on the Certificate in Finance, call Department of Business and Management at (510) 642-4231, fax (510) 642-6027, or e-mail .

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