Personal Financial Planning and Wealth Management
Personal financial planning and wealth management are professions expected to grow as more people seek professional guidance in shaping their financial lives. UC Berkeley Extension's courses cover the fundamental areas included in preparing a comprehensive financial plan—from estate and tax planning to investments, insurance, philanthropy and more. The courses are designed to help you prepare to take the Certified Financial Planner® (CFP) exam and thrive in this dynamic field.
UC Berkeley Extension is closely affiliated with industry-leading firms and associations that participate in special events for these programs, including an annual career night panel discussion and networking events. Classes are regularly offered in multiple locations throughout the Bay Area, including convenient locations in Berkeley and San Francisco.
Understand the basics of Social Security, and use strategies to maximize your benefits over your lifetime. Learn more.
Examine retirement and other investment-oriented employment benefits available to business clients and their employees. Learn more.
Study the tax-oriented decisions and personal considerations that constitute an effective estate plan. Learn more.
Focus on the interrelation of income tax rules and regulations, and on financial planning techniques applicable to individuals, partnerships and corporations. Learn more.
Learn to prepare a comprehensive financial plan for an individual client. Learn more.
The Professional Sequence in Personal Financial Planning provides students with two evening events sponsored by the program's advisory board: Career Night and Awards Dinner. The advisory board also raises funds for a scholarship program for students in the program. In partnership with the Financial Planning Association (FPA) of San Francisco and of the East Bay, the program offers internship opportunities for students. Contact the department for details about these resources at email@example.com.
Personal Financial Planning (EDP 302836)
The Professional Sequence in Personal Financial Planning provides an academic path to the financial planning profession. Courses pave the way to take the Certified Financial Planner (CFP®) Certification Examination. Learn more.
Wealth Management (EDP 302828)
Wealth management is an advanced area of financial planning incorporating financial engineering, philanthropy, tax issues and portfolio management. The Professional Sequence in Wealth Management provides financial planners with the training to help wealthy investors navigate their particular challenges and opportunities. Learn more.
Learn more about Extension—without making a commitment. Come to a free, no-obligation information session to discover how we can help you achieve your goals. Learn more about courses and programs, meet other prospective students, talk to instructors and staff and ask questions.
Enroll in a free information session or call (510) 642-4111 to reserve your space.
To contact the department office, email firstname.lastname@example.org or call (510) 642-4231.