University of California, Berkeley

Financial Planning Resources

UC Berkeley offers many free classes, workshops and resources on financial management to help faculty, staff and retirees take control of their financial future. This dedicated portal page outlines those campus resources and provides recommended community resources. This effort is a collaboration of University departments working to bring together all the financial education and counseling opportunities available, organized to help across the life span, such as:

  • Starting your career at the University and needing to establish your financial plans with Fidelity
  • Managing finances in this current market and learning how to make sound adjustments
  • Saving for retirement
  • Preparing for your retirement
  • Planning for your child’s future education
  • Preparing yourself for the purchase of your first home
  • Organizing yourself or a loved one's financial and legal affairs
  • Managing well as you enter post-employment

The classes and workshops below are categorized to help you with where you are in your life span:

Developing Your Personal Financial Management Plan

Planning for Your Future – It’s Never Too Early…It’s Never Too Late

UC Affiliated Resources

Community Resources