"The program teaches you the right way to be a financial adviser."

Eric Hon

Certificate Program in Personal Financial Planning

UC Berkeley Extension's Certificate Program in Personal Financial Planning provides an academic path to the financial planning profession. Through the curriculum, you learn to analyze and advise in all core areas of personal financial planning. Students who register for and complete this certificate are eligible to take the Certified Financial Planner (CFP®) Certification Examination.


We recommend you have a bachelor's degree and at least two years of professional experience in a financial services field to register for the Certificate Program in Personal Financial Planning.

If you don't have experience using financial calculators, we recommend that you take Basic Financial Mathematics and Financial Calculators before enrolling in Survey of Personal Financial Planning BUS ADM X433.

Curriculum Requirements

The curriculum consists of 8 required courses and 1 elective course for a total of 18 semester units (270 hours of instruction). Candidates must pay a nonrefundable program registration fee.

You must take all courses for a letter grade. To receive the Award of Completion, you must maintain an overall minimum 2.5 grade point average, 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 4.0 or higher (effective to those who register beginning Sept. 1, 2017). All coursework must be completed within five years of registering for the program.

How to Register

By registering, you declare your intention to complete the curriculum. To register online for the Certificate Program in Personal Financial Planning, 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 program has an estimated cost of $8,550 (not including course materials or registration fee). Course fees are subject to change.

Certificate and Award Request

Once you have completed the program coursework, notify UC Berkeley Extension that you have completed the curriculum and request your Award of Completion. Send an email to extension-business@berkeley.edu or call (510) 642-4231. After your records have been reviewed, verified and approved, your award 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 award.

After grades and course completion have been verified, the CFP Board will be notified of the student's eligibility to take the national exam.

Additional Information

Certified Financial Planner Board of Standards Inc.
The Certificate Program in Personal Financial Planning is accredited and registered with the Certified Financial Planner Board of Standards. This registration allows those who have successfully completed the UC Berkeley Extension program and who wish to obtain the CFP certification to take the national CFP Certification Examination. Coursework is designed to cover 101 topics tested on the exam. To sit for the exam, students must complete all courses within the program, including the elective.

CFP® and Certified Financial Planner™ are federally registered marks of the Certified Financial Planner Board of Standards. See the CFP Board for details.

UC Berkeley Extension does not certify individuals to use the CFP and Certified Financial Planner designations. CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board–registered program, have met its ethics, experience and examination requirements.

For information regarding CFP certification, please write to the CFP Board at 1670 Broadway, Suite 600, Denver, CO 80202; call (303) 830-7500; or email mail@cfp-board.org.

Advisory Board

Craig Kirkpatrick
Orinda Funds

Chair, Advisory Board
UC Berkeley Extension

Chuck Bowes, CFP®
Co-Founder and Senior Wealth Manager
Waypoint Wealth Partners

Kurt F. Carrasquilla, M.B.A.
Vice President, Wealth Management
Financial Adviser
Morgan Stanley Wealth Management

Eric Flett
CEO and Principal
Concentric Wealth Management

David Hale
Student Advisory Board
UC Berkeley Extension

Campbell Judge
Senior Vice President
Fidelity Investments Institutional Services

Tim Kochis, J.D., M.B.A., CFP®
Kochis Global

Brian Kozel, CFP®
Partner, Lead Adviser
North Berkeley Investment Partners

Daniel Lee, CFA®, CFP®
Portfolio Manager

Michael Ma, CFP®, ChFC®
Parallel Advisors

Baie Netzer, CFA®, CFP®
Investment Strategy Specialist
Wells Fargo Bank

Terrance Odean, Ph.D.
Rudd Family Foundation Professor of Finance
UC Berkeley Haas School of Business

Frank Paré, CFP®
PF Wealth Management Group

Richard Stone, CLU, CFP®
Founder and Chairman
Private Ocean

Lydia Walz
Student Advisory Board
UC Berkeley Extension

Jane Yoo, M.B.A., CFP®
Founder and CEO
Jane Financial, LLC