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"The certificate was about the effective way, what's going to work in a real-world application."
Read more from Josh Fiedler.

Learn to apply financial management principles and risk management theories to investment management, including constructing an investment portfolio, understanding stocks and bonds, and estimating the cost of capital and assessing investment risk. Investigate capital markets and alternative financial instruments available to personal and institutional investors, as well as techniques for creating, using, acquiring and selling complex financial instruments.

This professional certificate benefits those in finance-related professions, including professional investment advisors, securities brokers, financial analysts, attorneys and CPAs, as well as professionals from other fields (such as high-tech, science or business managers) who wish to enter the finance field or broaden and solidify their investment management or capital markets knowledge.

Josh Fiedler,
Certificate Program in Finance


Required CoursesBegin by enrolling in Fundamentals of Risk Management BUS ADM X436.5. We recommend that you also complete the one-day workshop Basic Financial Mathematics and Financial Calculators BUS ADM 1002 during your first term.
Course Number Course Title Units / CEUs Delivery Options Status
BUS ADM X436.5 Fundamentals of Financial Risk Management 2 Online, Classroom Available
BUS ADM X435.6 Corporate Financial Analysis and Modeling 1 Online, Classroom Available
BUS ADM X444.1 Intermediate Corporate Finance 2 Online, Classroom Available
BUS ADM X430.8 International Finance 2 Online, Classroom Available
Approved Electives
Course Number Course Title Units / CEUs Delivery Options Status
BUS ADM X436.6 Advanced Portfolio and Risk Management 2 Not Available
BUS ADM X430.1 Basic Corporate Finance 2 Online, Classroom Available
BUS ADM X436.7 Behavioral Finance 2 Online, Classroom Available
BUS ADM X431.9 Business Valuation 2 Online, Classroom Available
BUS ADM X436.3 Debt Markets and Fixed-Income Securities 2 Classroom Not Available
BUS ADM X436.4 Derivative Securities 2 Classroom Available
BUS ADM X425.5 Financial Securities Analysis 2 Classroom Available
BUS ADM X431.2 Investment Portfolio Management 2 Not Available
BUS ADM X435.1 Options, Trading and Strategies 2 Online, Classroom Available

Course availability is subject to change. Courses offered in both online and classroom environments are interchangeable; if both delivery options are available, you may choose either option.

To enroll, click on a course title above and choose a section. You may enroll in individual courses without registering for a certificate or program.

Prerequisites for Admission

If you have no prior work experience or coursework in finance, we strongly recommend you have a solid academic foundation in the basic areas of finance (i.e., Introduction to Financial Accounting, UGBA XB102A in the classroom or UGBA XBW102A online, and/or Basic Corporate Finance, BUS ADM X430.1).

Proficiency with basic financial mathematics and an HP 12C (or HP 10b) calculator is important to your success. If you are unsure of your financial math skills and/or are unfamiliar with the HP 12c (or HP 10b) calculator, we highly recommend you take Basic Financial Mathematics and Financial Calculators, BUS ADM X1002 prior to taking Basic Corporate Finance BUS ADM X430.1 and Corporate Financial Analysis and Modeling BUS ADM X435.6.

There are no admission requirements, but a bachelor's degree is also strongly recommended.

Curriculum Requirements

The curriculum consists of 4 required courses and 8 semester units of electives (3–5 courses) for a total of 15 semester units (225 hours of instruction). Candidates must pay a nonrefundable certificate registration fee.

All courses must be taken for a letter grade. To receive the certificate, you must maintain an overall minimum 2.5 grade point average (GPA), with a grade of C or better in each course. A Certificate With Distinction will be awarded to those who complete the certificate with a GPA of 3.7 or higher. All coursework must be completed within five years of registering for the certificate. Most students take one-and-a-half to two years to complete the certificate.

How to Register

By registering, you declare your intention to complete the curriculum (domestic students only). To register online for the Certificate Program in Finance, complete these two steps:

  1. Submit the online registration, and complete your student account profile if you are a new student.
  2. Pay the nonrefundable registration fee through your shopping cart. Please allow 3–5 business days for the registration to appear in your student account.

You may also send the mail-in registration form with your credit card information or personal check.

Estimated Cost

Each course is priced individually, and you pay the course fee at the time of enrollment. The certificate has an estimated cost of $6,245–6,735 (not including course materials or registration fee). Course fees are subject to change.

Certificate and Award Request

Once you have completed the certificate coursework, notify UC Berkeley Extension that you have completed the curriculum and request your certificate. Send an email to or call (510) 642-4231. After your records have been reviewed, verified, and approved, your certificate will be sent to you in the mail. The review of your records is usually completed within six to eight weeks after you request the certificate.

Advisory Board

Maren Amdel
Executive Director
CFA Society San Francisco

John Brunello
Financial Adviser
UBS Financial Services

John Kramer
Kensington Investment Group

Gustavo Manso
Finance Associate Professor
UC Berkeley Haas School of Business

Jeff Shen, Ph.D.
Managing Director

Mitchell Smith
Managing Director
MDSCO Financial Advisors

Victor Villagracia
Vice President, Wealth Management

Tony Yeh
QuantScape Asset Management, LLC