Finance

With the UC Berkeley Extension Certificate Program in Finance, you gain in-depth knowledge and skills to advance your career—in less time and at less cost than a master's degree requires. The integrated curriculum features both financial theory and practical tools. First, build a strong foundation with courses in risk, financial analysis and modeling, and corporate finance. Then, choose a specialization for further study:

Corporate Finance for business valuation, financial statement analysis and methodologies to create internal and external corporate growth. This specialization is available online.
Capital Markets for portfolio management; options; derivatives; debt markets; and techniques for creating, using, acquiring and selling complex financial instruments.
Investment Management for securities analysis, portfolio management, and options and other derivatives for managing the investment of financial instruments.

The curriculum is overseen by an advisory board of business and education leaders and approved by the University of California, Berkeley, Haas School of Business, ensuring your education is relevant and up-to-date. Courses are taught by working professionals with many years of practical business experience.

Note: This professional certificate begins only in the fall.

Who Will Benefit

This certificate is ideal if you want to build a solid, practical understanding of corporate finance and acquire focused skills in the specialization that best suits your career goals. You are prepared for career change or advancement, whether you plan to raise capital, invest funds, manage assets and generate returns or, if you are interested in capital markets, want to create, acquire or sell financial instruments used in global financial markets.

Prerequisites for Admission

International students in the Certificate Program in Finance must have a bachelor's degree. We also recommend you have a solid academic foundation in the basic areas of finance.

Curriculum Requirements

The curriculum consists of 4 required core courses, 3 required specialization courses, and 1 elective course for a total of 15 semester units (225 hours of instruction).

This certificate can be completed in one year.

Finance Courses

The table contains the required courses for the Certificate Program in Finance, as well as the terms they are typically available for enrollment.

Required Courses	Course #	Units	Fall	Spring	Summer
Fundamentals of Risk Management	X436.5	2	♦	♦	♦
Corporate Financial Analysis and Modeling	X435.6	1	♦	♦
Intermediate Corporate Finance	X444.1	2	♦	♦	♦
International Finance	X430.8	2	♦	♦	♦

Investment Management Specialization Courses	Course #	Units	Fall	Spring	Summer
Financial Securities Analysis	X425.5	2	♦	♦
Investment Portfolio Management	X431.2	2	♦
Options and Other Financial Derivatives	X435.1	2	♦	♦	♦

Capital Markets Specialization Courses	Course #	Units	Fall	Spring
Advanced Portfolio and Risk Management	X436.6	2		♦
Debt Markets and Fixed-Income Securities	X436.3	2	♦	♦
Derivative Securities	X436.4	2	♦	♦

Approved Electives	Course #	Units	Fall	Spring	Summer
Advanced Topics in Corporate Financial Modeling	X410.7	2	♦	♦
Basic Corporate Finance	X430.1	2	♦	♦	♦
Behavioral Finance	X436.7	2	♦	♦	♦
Investments in Personal Financial Planning: General Principles and Methods	X433.3	2	♦	♦	♦
Understanding Wealth Management	X414.3	2	♦	♦

Course availability is subject to change. Begin by enrolling in Fundamentals of Risk Management X436.5. We recommend that you also complete the one-day workshop Basic Financial Mathematics and Financial Calculators during your first semester.

Contact Information

To contact Evening Certificate Programs office, email ecp@unex.berkeley.edu, call (510) 642-2564 or fax (510) 643-0216.

Advisory Board

Don Davis, M.B.A.
Corporate Finance Consultant

Eric Goldstein
Account Vice President, Wealth Management
UBS

John Gonzales, Ph.D.
Visiting Professor
Haas School of Business
UC Berkeley

Kirk Knapp, M.B.A., CFP
Emerald Management Advisers

Jeff Shen, Ph.D.
Managing Director, Head of Asia Equity
Barclays Global Investors

Mitchell Smith
Managing Director
MDSCO Financial Advisers

Winnie Sze
Proprietor
WSZE Training and Consulting

Victor Villagracia
Vice President, Investment Advisory Brokerage Service
UBS

Tony Yeh
Pacifica Consulting
Chair, Finance Advisory Board