Skip to main content

Update on Remote Instruction Effective March 15, 2023: Changes to vaccination policy. Learn more.

Close
The following fields are required:
Error has occurred. Please reload this page and try the operation again.
  • Agents
  • Student Login
  • Instructor Login
Extension
      • Areas of Study
        • Art and Design
        • Behavioral Health Sciences
        • Business
          • Accounting
          • Business Administration
          • Economics
          • Finance
          • Leadership and Management
          • Marketing
          • Mathematics and Statistics
          • Project Management
          • See the full list
        • Construction and Sustainability
        • Education
        • Humanities and Languages
        • Sciences, Mathematics
          and Biotechnology
          • Biology
          • Chemistry and Physics
          • Clinical Laboratory Science
          • Health Advising
          • Life Science Business and Biotechnology
          • Mathematics and Statistics
          • Online Sciences Courses
          • See the full list
        • Technology and
          Information Management
        • Writing, Editing and
          Technical Communication
      • Transfer Credit
        • Transfer Credit Courses
      • Online Learning
        • Online Courses and Certificates
      • Events
        • Information Sessions
      • Career Services
        • Career-Development Courses
        • Professional Internship Program
      • Custom Programs
        • For Universities and Organizations
      • Academic Services
        • Enrollment
        • Transcripts
        • General Information
        • Community Guidelines
        • Locations
      • Course and Program Information
        • Latest COVID-19 Information
        • Online Course Policies
        • Certificates, Programs and CEUs
        • Concurrent Enrollment
        • International Student Services
      • Student Aid
        • Disability Support Services
        • Financial Assistance
      • Voices
        • Voices Home
        • Educator Insights
        • Student Stories
        • Professional Pathways
        • Industry Trends
      • Events
        • Information Sessions
        • Free and Low Cost Events
  • Berkeley Global

Certificate Program in Personal Financial Planning

Sergio Campos
is director of Client Services at Relevant Wealth.

Graduate, Certificate Program in Personal Financial Planning
Read Sergio Campos' Story.

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.

Join Our Upcoming Career Night Event!

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.

Monday, March 13, 5:30–8 pm, San Francisco

Save your seat!

Next Steps

Get More Information

Expand or collapse section

Straight to your inbox each month: news and updates in

Your privacy is important to us.

Thank you, and welcome to the UC Berkeley Extension community!

Check your inbox to find out how our courses and certificates can get you where you want to go.

Email Privacy Policy

Your privacy is important to us!

We do not share your information with other organizations for commercial purposes.

We only collect your information if you have subscribed online to receive emails from us.

We do not partner with or have special relationships with any ad server companies.

If you want to unsubscribe, there is a link to do so at the bottom of every email.

Read the full Privacy Policy.

Back to your information.

Free Information Sessions

We don't have any information sessions scheduled in this topic at this time. Take a look to see if there are any others that you might enjoy.

All Info Sessions

Courses

Required Courses

Expand or collapse Required Courses
Minimum Required

8 Course(s)

Maximum Allowed

0 Course(s)

  • BUS ADM X433 Survey of Personal Financial Planning
    Units / CEUs

    2

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.1 Income Taxes and Personal Financial Planning
    Units / CEUs

    2

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.3 Investments in Personal Financial Planning: General Principles and Methods
    Units / CEUs

    2

    Status

    Not Available

  • BUS ADM X436.7 Behavioral Finance
    Units / CEUs

    2

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.8 Insurance in Personal Financial Planning
    Units / CEUs

    2

    Status

    Not Available

  • BUS ADM X433.6 Employment Benefits and Retirement Planning
    Units / CEUs

    2

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.2 Estate Planning
    Units / CEUs

    2

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.7 Personal Financial Planning Capstone
    Units / CEUs

    3

    Delivery Options

    Online

    Status

    Available

Electives

Expand or collapse Electives
Minimum Required

1 Course(s)

Maximum Allowed

0 Course(s)

  • BUS ADM X429.5 Stock Compensation and the Management of Concentration Risks and Opportunities
    Units / CEUs

    1

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X433.5 Real Estate Investments for Financial Planners
    Units / CEUs

    1

    Delivery Options

    Online

    Status

    Available

  • BUS ADM X416.8 Retirement Income Planning
    Units / CEUs

    1

    Status

    Not Available

  • BUS ADM X419.5 Taxation for Corporations and Other Flow-Through Entities
    Units / CEUs

    3

    Status

    Not Available

March 13 In-Person Event: Personal Financial Planning Career Night

Image of professionals attending a career fair

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,... continue reading March 13 In-Person Event: Personal Financial Planning Career Night

Continue Reading this Post

Certificate and Program Policies

  • Substitutions and Waivers
  • Transfers
  • Financial Aid
  • Transcripts and Records

PFP Events, Programs and Resources

The Certificate Program in Personal Financial Planning provides students with two evening events sponsored by the program's advisory board: Career Planning Night and Awards Dinner. Learn more about these events.

Contact Information

To contact the department office, email extension-business@berkeley.edu.

Course Schedule

To help you plan your studies, our tentative schedule of available courses is listed below. Please note that course availability is subject to change.

  • Live Online Live Online
  • Online Fixed-Date Online Fixed-Date or Online Start-Anytime
Required Courses Summer Fall Spring
Survey of Personal Financial Planning (X433)
Online Fixed-Date or Start-anytime
Online Fixed-date or Start-anytime
Live Online
Live online instruction
Online Fixed-Date or Start-anytime
Online Fixed-date or Start-anytime
Income Taxes and Personal Financial Planning (X433.1)
Live Online
Live online instruction
NA
Live Online
Live online instruction
Investments in Personal Financial Planning: General Principles and Methods (X433.3)
NA
Live Online
Live online instruction
Live Online
Live online instruction
Behavioral Finance (X436.7)
Online Fixed-Date or Start-anytime
Online Fixed-date or Start-anytime
Online Fixed-Date or Start-anytime
Online Fixed-date or Start-anytime
Online Fixed-Date or Start-anytime
Online Fixed-date or Start-anytime
Insurance in Personal Financial Planning (X433.8)
NA
Live Online
Live online instruction
Live Online
Live online instruction
Estate Planning (X433.2)
Live Online
Live online instruction
NA
Live Online
Live online instruction
Employment Benefits and Retirement Planning (X433.6)
Live Online
Live online instruction
Live Online
Live online instruction
NA
Personal Financial Planning Capstone (X433.7)
Live Online
Live online instruction
Live Online
Live online instruction
Live Online
Live online instruction
Electives Summer Fall Spring
Retirement Income Planning (X416.8)
Live Online
Live online instruction
Live Online
Live online instruction
Live Online
Live online instruction
Real Estate Investments for Financial Planners (X433.5)
NA
Live Online
Live online instruction
Live Online
Live online instruction
Stock Compensation and Concentration Management (X429.5)
Live Online
Live online instruction
NA
NA
Taxation for Corporations and Other Flow-Through Entities (X419.5)
NA
Live Online
Live online instruction
Live Online
Live online instruction
Other Courses Summer Fall Spring
Basic Financial Mathematics & Financial Calculators (BUS ADM 1002)
Live Online
Live online instruction
Live Online
Live online instruction
Live Online
Live online instruction

Prerequisites

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 BUS ADM 1002 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 certificate, 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.

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 $10,700 (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 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.

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.

Videos

Online Information Session

 

2020 Awards Recognition

 

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, 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.

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

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

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

Gordon Dunne
THE Financial Services NETWORK

Eric Flett
CEO and Principal
Concentric Wealth Management

Campbell Judge
Senior Vice President
Fidelity Investments Institutional Services

Craig Kirkpatrick
President
Orinda Funds

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

Daniel Lee, CFA®, CFP®
Wealth Manager
Plancorp

Michael Ma, CFP®, ChFC®
Principal
Parallel Advisors

Lieve Mertens, CFA®, CAIA®, CFP®
Senior Vice President and Portfolio Manager
Bank of America Private Bank

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

Frank Paré, CFP®
President
PF Wealth Management Group

Marilyn Suey, CFP®, AIF®, PPC®
Principal and CEO
The Diamond Group Wealth Advisors
 

Kate Wilusz, CFP®
President, Financial Advisor
Wilusz and Associates

Extension

1995 University Ave., Suite 130

Berkeley, CA 94704-7000

extension@berkeley.edu

Facebook Facebook Icon Twitter Twitter Icon LinkedIn LinkedIn Icon YouTube YouTube Icon Instagram Instagram Icon Medium Small Icon for Medium
WeChat QR code

Locations

  • Berkeley
  • San Francisco
  • Online
  • Other

Resources

  • About Us
  • Career Services
  • Administration
  • Accessibility
  • Nondiscrimination
  • Privacy
  • Transcripts
  • Gifts
  • Jobs
  • Contact Us
Western Association of Schools and Colleges

The University of California, Berkeley, is accredited by the Western Association of Schools and Colleges (WASC). UC Berkeley Extension—like all other UC Berkeley schools, colleges and departments—is accredited by WASC through the University.

Copyright © UC Regents

Powered by Destiny One

Cookie Policy

By clicking “Accept All Cookies,” I agree to permit this website to share my information, including a device identifier and my browsing history on this site, with selected partners, including Google, Meta/Facebook and others, to enhance my browsing experience and to ensure that marketing communications are targeted to my needs in accordance with our Cookie Policy and our Privacy Policy.

Session Time-Out

For security reasons and the protection of your personal information, your session will time out due to a period of inactivity in minute(s) and second(s). Click Extend My Session to continue. For security reasons and the protection of your personal information, your session timed out after a period of inactivity. You will be redirected to the home page.

Confirm

Alert

Privacy Policy

Cookie Policy

This statement explains how we use cookies on our website. For information about what types of personal information will be gathered when you visit the website, and how this information will be used, please see our Privacy Policy.

How we use cookies

All of our web pages use "cookies". A cookie is a small file of letters and numbers that we place on your computer or mobile device if you agree. These cookies allow us to distinguish you from other users of our website, which helps us to provide you with a good experience when you browse our website and enables us to improve our website.

We use cookies and other technologies to optimize your website experience and to deliver communications and marketing activities that are targeted to your specific needs. Some information we collect may be shared with selected partners such as Google, Meta/Facebook or others. By browsing this site you are agreeing to our Privacy Policy. You can revoke your voluntary consent to participate in monitored browsing and targeted marketing by selecting “Disable All Cookies” below.

Types of cookies we use

We use the following types of cookies:

  • Strictly necessary cookies- these are essential in to enable you to move around the websites and use their features. Without these cookies the services you have asked for, such as signing in to your account, cannot be provided.
  • Performance cookies- these cookies collect information about how visitors use a website, for instance which pages visitors go to most often. We use this information to improve our websites and to aid us in investigating problems raised by visitors. These cookies do not collect information that identifies a visitor.
  • Functionality cookies- these cookies allow the website to remember choices you make and provide more personal features. For instance, a functional cookie can be used to remember the items that you have placed in your shopping cart. The information these cookies collect may be anonymized and they cannot track your browsing activity on other websites.

Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them please visit https://www.allaboutcookies.org/.

Specific cookies we use

The list below identify the cookies we use and explain the purposes for which they are used. We may update the information contained in this section from time to time.

  • JSESSIONID: This cookie is used by the application server to identify a unique user's session.
  • registrarToken: This cookie is used to remember items that you have added to your shopping cart
  • locale: This cookie is used to remember your locale and language settings.
  • cookieconsent_status: This cookie is used to remember if you've already dismissed the cookie consent notice.
  • _ga_UA-########: These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the website. The cookies collect information in an anonymous form, including the number of visitors to the website, where visitors have come to the site from and the pages they visited. This anonymized visitor and browsing information is stored in Google Analytics.

Changes to our Cookie Statement

Any changes we may make to our Cookie Policy in the future will be posted on this page.