Choose your path

    10-12 MONTHS

    CFP® Certification Education Course

    Fulfill the coursework requirement with this CFP® Board Registered Program.

    View Course
    4-6 WEEKS

    CFP® Certification Capstone Course

    Fulfill the coursework requirement faster with the Accelerated Path if you have one of the eight qualifications.

    View Course

    Elevate your financial planning career

    UC Berkeley Extension prepares you for the field of financial planning through a practical education led by experienced instructors who are committed to your success. In collaboration with Dalton Education, our program offers courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to attain CFP® certification, a credential recognized by hiring managers, industry professionals, and prospective clients around the world. Students who complete all educational requirements through this program will receive a certificate of completion from UC Berkeley, one of the nation's top universities, which can be proudly displayed and shared with clients.

    Group of students raising their hands to answer the instructor's question

    Why choose UC Berkeley Extension

    University of California, Berkeley is widely recognized as an institution that produces accomplished graduates from its programs. Together with Dalton Education, our CFP® certification program consists of the highest-quality education and exam prep with the same level of excellence you can expect from our on-campus programs. Students who successfully complete our program go on to pass the CFP® exam at significantly higher pass rates than the national average.

    #1 in CFP® certification

    With pass rates that exceed the national average, Dalton’s CFP® certification programs ensure that success is achievable for everyone.

    Checkmark with person Icon

    Qualified Instructors

    Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

    Bar Graph Icon

    Highest Quality Content

    Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

    Pie Graph Icon

    High Pass Rates

    With pass rates significantly above the national average, we guarantee you’ll pass - or your money back.

    Double bow tie

    Top University Partners

    We partner with 17 elite universities to give you more choices.

    Stacked Lines Icon

    Flexible Study Options

    Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

    Blue Heart Icon

    Personalized Support

    Get the help you need every step of the way from our expert instructors and program advisors.

    Our leaders, instructors, and team

    At Dalton, we've brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.

    Meet the Faculty

    Why become a CERTIFIED FINANCIAL PLANNER™?

    Competitive Edge

    87%

    of CFP® professionals say they have a competitive edge over other financial advisors.

    Confidence

    90%

    of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

    Satisfaction

    93%

    of CFP® professionals say they are satisfied with their decision to pursue certification.

    Talk to a CFP advisor today.

    Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We've got you covered.


    Customer service hours: M-F, 8am-5pm EST

    1-470-789-3476Request More Information

    What Students Say About UC Berkeley Extension