"The certificate was about what's going to work in a real-world application."

Josh Fiedler

Certificate Program in Finance

Add or boost your financial acumen so that you can use key financial information to make sound business decisions. Get hands-on training in the many facets of finance, such as:

  • Apply the theories behind financial and risk management to construct an investment portfolio
  • Estimate cost of capital and assess investment risk
  • Create and deploy financial instruments to personal and institutional investors.

This certificate is geared toward those currently in a finance-related profession (professional investment advisors, securities brokers, CPAs, etc.). If you wish to enter the finance field or broaden your investment management or capital markets knowledge, you will also benefit from the diverse curriculum.


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 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 3.9 or higher (effective to those who register beginning Sept. 1, 2016). All coursework must be completed within three to five years. 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.

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 extension-business@berkeley.edu or call (510) 642-4231. After your records have been reviewed, verified and approved (usually within two to three weeks), your certificate will be mailed to you.

Additional Information

Interested in Pursuing a Graduate Degree?
If you are interested in pursuing an M.B.A. or other graduate degree, 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.

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