Finance
(EDP 152041)
Financial professionals lead their organizations' efforts to raise
capital, to invest funds, to manage assets, and to generate returns for providers of capital.
The UC Berkeley Extension Certificate Program in Finance is an integrated sequence of courses
that gives students a broad, thorough, and up-to-date foundation in finance and the practical
tools needed to thrive as effective financial or investment managers or analysts. The program
uses materials
and techniques developed in the field and based on accepted financial management principles to
give students real-world knowledge and skills that can be applied immediately.
The certificate program is intended to help students
- develop a detailed knowledge of current financial management practices
- understand and be able to use advanced industry terminology
- acquire applied computer spreadsheet skills
- gain a practical and comprehensive understanding of financial statements
- pursue further study, including advanced degree programs
Program requirements
The finance certificate curriculum consists of four required core courses, three required specialization courses, and one elective course, for a total of 8 courses, 16 semester units, and 240 hours of instruction. (Course fees in the Finance certificate are located within individual course descriptions of the web catalog, and do not include textbooks and/or course materials.)Prerequisites
In order to commence the program you must have successfully completed (a) one course in financial accounting (such as Introduction to Financial Accounting XB102A), and (b) one course in economics (such as Essentials of Economics X402.8, Introduction to Microeconomics X2, or Introduction to Macroeconomics X3). In addition, proficiency with computer spreadsheets is highly recommended.To begin the certificate program
After meeting the prerequisites, students commence the program by enrolling in Basic Corporate Finance X430.1. We recommend that you also complete the one-day workshop Basic Financial Mathematics and Financial Spreadsheets during the first semester of the program.Registration Procedure
We recommend that you register for the certificate program before you begin your third course in the program. To register, please (1) complete and submit the Program Registration Form or (2) print out and complete the form at www.unex.berkeley.edu/cert/certproginfo.html. Mail or fax it as it indicates, and include the nonrefundable registration fee. Certificate registration cannot be taken by phone.Requirements may be updated based on new developments in the field of study; we recommend completing the program in a timely fashion.
Required core courses
-
Basic Corporate Finance
X430.1 (2 units)
Intermediate Corporate Finance X444.1 (2 units) (offered online; offered fall 2009 in classroom)
Accounting for Managers X421.5 (3 units)
Corporate Financial Analysis and Modeling X435.6 (1 unit)
Corporate Finance specialization courses
Advanced Corporate Finance X431.5 (2 units) (offered online; offered future term in classroom)
Financial Statement Analysis X419.2 (2 units) (offered online; offered future term in classroom)
Business Valuation X431.9 (2 units)
Elective (2 units)
Investment Management specialization courses
Investment Portfolio Management X431.2 (2 units) (offered future term)
Options and Other Financial Derivatives X435.1 (2 units) (offered online; offered future term in classroom)
Financial Security Analysis X425.5 (2 units) (offered future term)
Elective (2 units)
Electives
Your elective must total at least 2 semester units in business administration. Approved finance electives include:- Advanced Topics in Financial Modeling (offered future term)
- International Finance (offered online; offered future term in classroom)
- Economic Indicators: Making Sense of Market Data (offered online; offered future term in classroom)
- Any courses within our Personal Financial Planning sequence or Wealth Management sequence
Substitution Requests
Students wishing to use a course they have previously taken can request a maximum of two courses to be substituted. All substitution requests must meet the following minimum standards: Previous courses must have been taken at a regionally accredited college or university, students must have received a B or better in the course, and the course must have been taken within the last 5 years. Please note that the above guidelines are a minimum standard, and all substitution requests are granted at the discretion of UC Berkeley Extension. A request may be denied though the course meets the guidelines outlined above.Refunds, Withdrawals and Cancellations
For all refund, withdrawal or cancellation issues, please refer to www.unex.berkeley.edu/info/enrollment.html#refunds. Note: Work obligations do not qualify as an exception in terms of the refund policy.Further information
A certificate is awarded to students who successfully complete all 16 units with a grade point average of 2.5 or higher. Students working toward completion of the certificate program must enroll for credit in those courses offering academic credit and must request a letter grade. Certificate requirements must be completed within five years of enrollment in the first required course. All credit courses must be completed with a grade of C or higher. A Certificate "with distinction" will be awarded to those who complete the program with a UC Berkeley Extension GPA of 3.5 or higher.For additional information on the Certificate in Finance, call Department of Business and Management at (510) 642-4231, fax (510) 642-6027, or e-mail .
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