Wealth Management
(EDP 302828)
High-net-worth investors face particular challenges and opportunities. This professional sequence educates individuals who serve this population. Wealth management is an advanced area of financial planning. Subject areas include financial engineering, philanthropy, tax issues, and portfolio management. Students also focus on developing critical relationship-building and client-retention skills.
Program Benefits
Financial planning professionals, tax specialists, estate planners, accountants, and those working within private banking can learn the best practices in this growing area of specialty to better serve existing clientele, build their practice, or enhance their marketable skill set.
Value of a UC Berkeley Extension Professional Program
As the continuing education arm of UC Berkeley, one of the finest public research institutions in the United States, UC Berkeley Extension has an unmatched reputation for excellence. A UC Berkeley Extension professional sequence earns participants a respected credential certifying successful completion of a high-caliber, in-depth course of study.
Program Requirements
To earn a certificate of completion, participants must complete 12 semesters or 180 hours of instruction. A minimum GPA of 2.5 must be maintained.
Prerequisites
For success in the program, we recommend a bachelor's degree and at least two years in the financial services industry.
How to Begin
To begin the program, simply enroll in your first class.
Registration Procedure
We recommend that you register for the professional sequence before you begin your second 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/info/cert.php. Mail or fax it as it indicates, and include the nonrefundable registration fee. Professional sequence 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 Courses
Understanding Wealth Management X414.3 (2 semester units in Business Administration) (offered future term)
Financial Engineering and Wealth Management X414.4 (2 semester units in Business Administration) (offered future term)
Counseling Skills for Financial Services Professionals
X465 (2 semester units in Business Administration) (offered future term)
Philanthropy as a Wealth Management Tool
X414.5 (2 semester units in Business Administration) (offered future term)
Wealth Management Practicum (capstone)
X414.6 (2 semester units in Business Administration) (offered future term)
Electives
You may choose one of the electives below; each class is two semester units.
Locations
Courses may be scheduled in Berkeley, as well as at both UC Berkeley Extension centers in San Francisco. Please check the
course catalog each term for exact times and locations.
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