Financial Wellness Services

“If you are in need of some financial advice please contact the Center for Financial Wellness because they can help!”

The Center for Financial Wellness offers a comprehensive range of services designed to support you throughout your time at UC Berkeley. Don’t wait until graduation to start thinking about your finances – start now! Our goal is to help you manage your personal finances during at college and prepare you for a financially secure future. Take advantage of our resources and expertise to build a strong financial foundation today!

One-on-one appointments

Booking an appointment with a Financial Wellness Coach is simple. Visit our Appointment page, where you can schedule a 30-minute virtual or in-person session with one of our Coaches. After completing the online scheduling process, you will receive a calendar invitation with the meeting details.

Book an Appointment

Group Workshops and Events

We offer regular workshops and events that are free to UC Berkeley students, faculty, and staff throughout the academic year. Each workshop/event runs 45 minutes long. View our calendar of upcoming events and register:

 

Schedule a group presentation

All students, faculty, and staff are welcome to schedule an in-person and virtual group presentation on various topics like Creating a Spending Plan, Credit Score/Report, and Eating on a Budget. To book, fill out our request form.

Schedule a presentation

Past workshops on-demand

The Center for Financial Wellness has recorded some of our most popular workshops, so that you can access our insights on-demand.

Past Workshops

iGrad

We offer free access for all UC Berkeley students, faculty, and staff to iGrad, an online, personal finance tool to help with budgeting, saving, and more.

Login or Sign Up for iGrad

Financial Literacy Hub

Our Financial Literacy Hub offers tips and tricks on how to build a budget, create a spending plan, save money, and more.

Financial Literacy Hub

Cash Course

We offer access for all UC Berkeley students, faculty, and staff to Cash Coarse, a program that provides guidance on savings, budgeting, job offers, and more.

Login or Sign Up for Cash Course