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Berkeley Global
Lori Bodenhamer is a financial planner at Abundo Wealth.
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.
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.
2025 Career Night Recap
In March 2025, students, Advisory Board members and members of the Bay Area professional financial planning community came together to hear our panelists talk about their journeys to career success. And for those who are ready to commit to an engaging and critical career in personal financial planning, the panel could not stress this enough: It’s all about connecting with clients and prospects, earning their trust. Read more from this engaging event.