Eric Hon
is a Senior Wealth Advisor at Newport Advisory, LLC.

Graduate, Certificate Program in Personal Financial Planning
Read Eric Hon's Story

Financial planning and analysis expertise is in great demand for high-growth progressive companies. Learn to guide your employer's company to optimum financial performance with the Certificate Program in Financial Planning and Analysis. Gain an understanding of the analytical underpinnings of economic decision making to work in the high-growth area of corporate financial planning and analysis, financial controls, and budgeting.


There are no prerequisites for the Certificate Program in Financial Planning and Analysis, but a bachelor's degree is recommended.

Curriculum Requirements

The curriculum comprises 4 required courses and 9 semester units of electives for a total of 16 semester units (at least 240 hours of instruction). Candidates must pay a nonrefundable certificate 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 (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 five years.

How to Register

By registering, you declare your intention to complete the curriculum. To register online for the Certificate in Financial Planning and Analysis, 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.

You should register for the certificate before you begin your third course in the curriculum.

Estimated Cost

Each course is priced individually, and you pay the course fee at the time of enrollment. The certificate has an estimated total cost of $6,345 (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 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.

Special Instructions for International Students

There are no admission requirements for international students who wish to complete a course or certificate online. You may register for any online course available for enrollment. Follow the registration and enrollment process for the online course you have selected.

If you are an international student who would like to study in the U.S. and require a student visa, you must apply and be officially accepted into UC Berkeley Extension's Evening Certificate Programs before enrolling in any courses associated with this certificate. Apply now.

Please review our International Student Policies for additional information.


Additional Information

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Advisory Board

John Finegan
FLG Partners

Maricela Frausto
Audit Senior Manager

Tom Hoster
Financial Consultant

Susan Klein
Division Director
CalCPA Education Foundation

Harry Lorsbach
Principal Auditor
Lawrence Berkeley National Laboratory

Maria Nondorf
Executive Director, Center for Financial Reporting and Management
Walter A. Haas School of Business, UC Berkeley

Suzann Sylvester
Corporate Controller
Broadway Mechanical Contractors

Quentin Wright
Financial Consultant
Connor Group

Jerry Yu
Senior Tax Manager
Moss Adams LLP