Contact Us:
E-mail the department
Phone: (510) 642-4231
Personal Financial Planning (PFP) Professional Sequence Frequently Asked Questions
Q. How many courses are required for this program?
A. There are seven required courses and one elective course (16 total units) that must be completed to receive the certificate of completion in the PFP prfessional sequence
Q. How long does it take to complete the program?
A. Though the program is self-paced, most students take one and a half to two years to complete the courses. You have a maximum of five years to complete all courses.
Q. Can I complete this program online?
A. No. At this time only the introductory course, Survey of Personal Financial Planning, is available online.
Q. Can I take the courses in any order?
A. Following completion of the introductory course, Survey of Personal Financial Planning, you may take the subject courses and elective in any order. Programs should be completed with the Personal Financial Planning Practicum.
Q. What is the estimated cost of the program?
A. While each course is priced individually, the professional sequence has an estimated cost of $6,000. Course fees are subject to change.
UC Berkeley Extension is a self-supporting institution and therefore cannot provide student financial aid. For more information concerning private loans and financing your education, please visit www.unex.berkeley.edu/info/enrollment.html#finassist.
Q. What day does a class start? Where does it take place, etc.?
A. For all information on current courses, please consult our course catalog or accounting certificate website at www.unex.berkeley.edu/profseq/pfp.html.
Q. I see that there are two prerequisites to begin this program (a bachelor’s degree and two years of work experience). Do I have to have the work experience?
A. The two years of work experience is a requirement set by the Certified Financial Planner Board of Standards, which grants the CFP designation. However, you do not need to have the two years of work experience to take our courses. We recommend completing the Survey of Personal Financial Planning before taking more advanced courses.
Q. I already took a few of the required courses at another college. Can I transfer the credits to UC Berkeley Extension?
A. No, there are no substitutions allowed in this program.
Q. How do I qualify to sit for the CFP exam?
A. You must complete the entire program to be nominated to sit for the CFP exams. Please contact the program representative for more information.
Q. I am interested in applying to an M.B.A. program. Are any of the units from UC Berkeley Extension transferable?
A. Students interested in pursuing an M.B.A. or other graduate degree should contact the registrar of the graduate school to which you are applying to inquire about course transfer. We cannot guarantee that any courses will be accepted into another institution, including UC Berkeley.
Q. Do you have counselors, career advisers, or job placement?
A. No, at this time we do not provide these services to our students, though the program representative is happy to discuss outside options and opportunities with you.
Top
Quick Enroll |
Search |