Certificate Program in Personal Financial Planning offered by UC Berkeley
- Public University
1200 acre campus- Estd. 1868
Certificate Program in Personal Financial Planning at UC Berkeley Overview
Certificate Program in Personal Financial Planning
at UC Berkeley
A deeper understanding of personal financial planning
Duration | 270 hours |
Total fee | ₹10,700 |
Mode of learning | Online |
Official Website | Go to Website  |
Course Level | UG Certificate |
Certificate Program in Personal Financial Planning
Table of contents
Certificate Program in Personal Financial Planning at UC Berkeley Highlights
Certificate Program in Personal Financial Planning
at UC Berkeley
- Earn a certificate of completion from University of California, Berkeley
Certificate Program in Personal Financial Planning at UC Berkeley Course details
Certificate Program in Personal Financial Planning
at UC Berkeley
Skills you will learn
What are the course deliverables?
- Income Taxes and Personal Financial Planning
- Behavioral Finance
- Employment Benefits and Retirement Planning
- Real Estate Investments for Financial Planners
- Taxation for Corporations and Other Flow-Through Entities
More about this course
- This Program in Personal Financial Planning provides an academic path to the financial planning profession
- Participants learn to analyze and advise in all core areas of personal financial planning
- The curriculum is overseen by an advisory board of investment, financial planning and education leaders
Certificate Program in Personal Financial Planning at UC Berkeley Curriculum
Certificate Program in Personal Financial Planning
at UC Berkeley
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
Other Courses
Basic Financial Mathematics & Financial Calculators
Certificate Program in Personal Financial Planning at UC Berkeley Faculty details
Certificate Program in Personal Financial Planning
at UC Berkeley
Emily Smith, Program Manager
Certificate Program in Personal Financial Planning at UC Berkeley Entry Requirements
Certificate Program in Personal Financial Planning
at UC Berkeley
PTE
- No specific cutoff mentioned
Other eligibility criteria
- Education: Bachelor's Degree
- Experience: Two years of professional experience in a financial services
Conditional Offer
- Yes
- Read moreEvery offer of admission is conditional. All admitted students have conditions that must be met in order to sustain Berkeley’s offer of admission. When accepting the offer, every admitted student is prompted to read and accept each of their conditions. they can find a printable version of their Conditions of Admission in the MAP@Berkeley portal, along with a printable version of your admission letter. Each condition check box must be selected. The student must then click Continue in order to progress to the admission deposit payment screen
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Certificate Program in Personal Financial Planning at UC Berkeley Contact Information
Certificate Program in Personal Financial Planning
at UC Berkeley