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  • Berkeley Global

Survey of Personal Financial Planning

BUS ADM X433

40253
Delivery Options Online
Learn to prepare a comprehensive financial plan for an individual client. Master the technical skills required in areas such as income tax, investments, insurance, employment benefits, estate planning and mathematical analysis. Learn how to provide comprehensive service and create an optimum client-practitioner relationship. Individuals who wish to learn about financial planning fundamentals for themselves can also benefit from this course, though it is geared toward those who are pursuing professional certification.
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Sections

Section 059

Jun 26 to Sep 04

Type: Live Online

Instructor:

  • James Gilmore

Cost: $1,125.00

See section 059 Details

Type Live Online

Days

Th

Time

6:00PM to 9:00PM Pacific Time

Dates

Jun 26, 2025 to Sep 04, 2025

Location

Live Online

Schedule and Location

View Details

Instructional Hours

30.0

Location

Live Online

Delivery Options

Online

Available for Credit

2 semester units

Section Notes

Students will receive access to the course in Canvas on the course start date. Zoom meeting information will be emailed to enrolled students before the first class meeting and posted to the announcements page in Canvas.

A financial calculator is recommended for this course.

Schedule Note: There will be no class on Thursday, July 3rd. 

Section Materials

  • (Mandatory)

    Fundamentals of Financial Planning by Michael A. Dalton, James F. Dalton, Joseph M. Gillice, Thomas P. Langdon

    © 2021 Money Education 7th edition ISBN 978-1-946711-39-7

Section 060

Sep 04 to Nov 06

Type: Live Online

Instructor:

  • Margaret Pierattini

Cost: $1,225.00

See section 060 Details

Type Live Online

Days

Th

Time

6:00PM to 9:00PM Pacific Time

Dates

Sep 04, 2025 to Nov 06, 2025

Location

Live Online

Schedule and Location

View Details

Instructional Hours

30.0

Location

Live Online

Delivery Options

Online

Available for Credit

2 semester units

Section Notes

Students will receive access to the course in Canvas on the course start date. Zoom meeting information will be emailed to enrolled students before the first class meeting and posted to the announcements page in Canvas.

A financial calculator is recommended for this course.

Fall 2025 enrollment opens on June 16!

This course applies to the following programs:

Certificate Program in Personal Financial Planning

Expand or collapse section

Required Courses

  • Survey of Personal Financial Planning
  • Income Taxes and Personal Financial Planning
  • Investments in Personal Financial Planning: General Principles and Methods
  • Behavioral Finance
  • Insurance in Personal Financial Planning
  • Employment Benefits and Retirement Planning
  • Estate Planning
  • Personal Financial Planning Capstone

Electives

  • Stock Compensation and the Management of Concentration Risks and Opportunities
  • Real Estate Investments for Financial Planners
  • Retirement Income Planning
  • Taxation for Corporations and Other Flow-Through Entities

Learn More About This Program

Notes

Departmental contact: extension-business@berkeley.edu

Instructional Types

Live Online
Live Online courses provide an interactive learning experience with scheduled synchronous online sessions held via Zoom video conferencing (Pacific Time). Learn more about the Live Online format.
Online, Start Anytime
Continuous enrollment course begins when you enroll. You have a minimum of 90 days and a maximum of 180 days to complete the course.
Online, Fixed Date
Enroll in this course by its start date and complete it by its specified end date. There are no live sessions, but plenty of opportunities to collaborate with your classmates and instructor.
Classroom
Take classes in-person at one of our buildings or partner locations.

English Language Proficiency Requirements

All of our courses are taught in English. If English is not your first language, please use the following test scores as guides in order to be successful:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70
  • Duolingo: 125

Note: You do not need to submit test scores.

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Berkeley, CA 94704-7000

extension@berkeley.edu

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Course Fee

James Gilmore

James R. Gilmore, CFP®, CIMA®, CPFA® has spent most of his professional life working in the securities industry, since 1981. He graduated from Middlebury College with a BA in Political Science and then went on to work in investment banking for 15 years, first as VP of Operations and then as a trader of high yield bonds and government bonds. In his present position as a Wealth Management Advisor with Merrill Lynch, Mr. Gilmore advises private clients, corporations and non-profit corporations on all aspects of financial planning, providing investment and insurance advice, guiding clients on tax and estate planning, education funding and retirement planning. He and his advisory team manage over $2 billion in investments. Mr. Gilmore has taught classes in all areas of financial planning for over 20 years to San Diego area Merrill Lynch advisor trainees and throughout Southern California. He has also taught classes in financial literacy at local nonprofits in the San Diego area.

BUS ADM X433 - 059 - Survey of Personal Financial Planning

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Course Fee

BUS ADM X433 - 060 - Survey of Personal Financial Planning

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