Teresa Woo is working toward launching a business in financial management.
Please note: Effective April 6, 2026, the Certificate Program in Personal Financial Planning will no longer accept registrations. You must register for the certificate by Sunday, April 5, 2026, if you wish to fulfill the current curriculum requirements. If you are already registered for the certificate program, you can continue to enroll in courses to fulfill curriculum requirements. After April 5, 2026, students who would like to complete the program should register for the new Professional 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® certification examination.
The curriculum is overseen by an advisory board of investment, financial planning and education leaders and taught by working professionals with many years of practical experience in financial services.
Don’t miss an outstanding evening devoted to networking and career planning. Join our Personal Financial Planning (PFP) Program Industry Advisory board members at this event for our PFP students, alumni and members of the Bay Area professional financial planning community.
Panelists will discuss their career paths, industry trends and their choices to build successful careers.
Applications are now open for the Certificate Program in Personal Financial Planning Scholarship! This award is designed to support students who are looking to pursue a rewarding career as a financial adviser. Don't miss the chance to offset your educational costs and join the next generation of industry leaders.
If approved, this award will cover the cost of two course fees for the terms indicated (Fall 2026 and Spring 2027). The evaluative criteria for this award include academic and professional history and academic and professional intent. This award is intended for individuals residing in the United States. For international students, please visit our International Programs page for eligible offerings.
To be eligible for this award, applicants must be currently registered in the Certificate Program in Personal Financial Planning. While a bachelor's degree is highly recommended for all applicants, please be advised that a completed bachelor's degree is required to sit for the CFP® certification exam.
Deadline: May 1, 2026
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 certificate, you must complete each course with a grade of C or better. All coursework must be completed within five years.
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:
Each course is priced individually, and you pay the course fee at the time of enrollment. The program has an estimated cost of $11,275 (not including course materials or registration fee). Course fees are subject to change.
Once you have completed the program coursework, notify UC Berkeley Extension that you have completed the curriculum and request your certificate. Send an email to extension-business@berkeley.edu. After your records have been reviewed, verified and approved (usually within two to three weeks), your certificate will be mailed to you.
Upon your request, we will notify the CFP Board of your eligibility to take the national exam after your grades and course completion have been verified.
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, please email us at extension-business@berkeley.edu for additional details.
CFP® and CERTIFIED FINANCIAL PLANNER® are federally registered marks of the Certified Financial Planner Board of Standards. See the CFP Board for details. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 1425 K St NW #800, Washington, DC 20005; call (202) 379-2200; or email mail@cfp-board.org.
Michael Ma, CFP®, ChFC®
Principal
Parallel Advisors
Brian Kozel, CFP®
Managing Partner, CIO
North Berkeley Wealth Management
Chuck Bowes, CFP®
Co-Founder and Senior Wealth Manager
Waypoint Wealth Partners
Kurt F. Carrasquilla, M.B.A.
Financial Adviser
Morgan Stanley
Gordon Dunne
THE Financial Services NETWORK
Eric Flett
CEO and Principal
Concentric Wealth Management
Campbell Judge
President - Wealth Advisor
Sextant Wealth Management
Craig Kirkpatrick
Co-Founder
Optimal AdvisorAI
Tim Kochis, J.D., M.B.A., CFP®
Founder
Kochis Global
Daniel Lee, CFA®, CFP®
VP of Global
BrightPlan
Frank Paré, CFP®
President
PF Wealth Management Group
Marilyn Suey, CFP®, AIF®, PPC®
Principal and CEO
The Diamond Group Wealth Advisors
Kate Wilusz, CFP®, CRPC®, AWMS®, ABFS®
Founder
Fiat Lux Financial Planning