Strategic Investments
PROFESSIONAL CERTIFICATE || INTERNATIONAL DIPLOMA - Think Wall Street offers the only opportunities in finance and investing? Think again. Successful finance and investment careers await through private industry, nonprofit and government organizations as well as the real estate sector. Now is the time to prepare for your chosen career path.
This Program is Perfect For...
...students who want to prepare for careers in Finance and Investing. Developed by the UCSB Department of Economics, this program will help anyone seeking to gain a deep understanding of the forces that govern all types of financial markets through a rich blend of lectures, guest speakers and hands-on projects.
What you'll learn
- Principles of Micro and Macro Economics
- Principles of Finance and Financial Accounting
- Quantitative and Impact Investment Strategies
- Ethics in Finance
- Risk Management
- Fundamentals of the Real Estate, Bond and Stock Markets
Courses
Program Prerequisites: (Have completed with a grade of C or higher)
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ECON 1: Principles of Microeconomics (or equivalent)
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ECON 2: Principles of Macroeconomics (or equivalent)
Step 1: Before enrolling in your first SIP Course
Please complete the Strategic Investments Application. Applications will be processed within 2 business days with a decision being sent via email no later than the 3rd business day. Please note that the $30 application fee is non-refundable.
Note regarding the 2024/2025 schedule:
The SIP quarterly offerings for the 2024/2025 academic year are still being finalized. Specific schedules, course sequences, and detailed information for future quarters will be added to the schedule matrix and posted on the course registration pages as they become available.
Please note that no elective courses will be offered during the Fall quarter. Electives, often led by industry leaders and expert practitioners, are subject to variable scheduling. We currently anticipate offering 2-3 elective courses in the Winter term and 3-4 in the Spring.
Courses
| Required Core Courses: (2 Courses) | Units | Fall | Winter | Spring | Summer |
|---|---|---|---|---|---|
| ECON X499.1 - Intro to Financial Economics | 2 |  |
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| ECON X499.2 - Financial Statement Analysis | 2 | |
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| Required Ethics Course | Units | Fall | Winter | Spring | Summer |
|---|---|---|---|---|---|
| ECON X499.3 - Risk and Ethics | 1 | |
| Additional Required Course: Prerequisites: Econ X499.1 and X499.2 |
Units | Fall | Winter | Spring | Summer |
|---|---|---|---|---|---|
| ECON X499.4 - Portfolio Management | 2 | |
| Elective Courses (Minimum of 3 units Required) Prerequisite: ECON X499.4 |
Units | Fall | Winter | Spring | Summer |
|---|---|---|---|---|---|
| ECON X499.10 - Exchange Traded Funds & Portfolio Construction | 1 | ||||
| ECON X499.11 - Financial Crises | 1 | ||||
| ECON X499.12 - Impact Investing | 1 |
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| ECON X499.13 - Financial Wellness | 1 | ||||
| ECON X499.14 - Getting Started in Investing | 1 | ||||
| ECON X499.15 - Successful Investing | 1 | ||||
| ECON X499.16 - Fixed Income Fundamentals | 1 | ||||
| ECON X499.17 - Fundamental Investing | 1 |
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| ECON X499.18 - Market Analysis | 1 | ||||
| ECON X499.19 - The Psychology of Wealth | 1 | ||||
| ECON X499.21 - Basic Personal Financial Literacy & Planning | 1 | ||||
| ECON X499.23 - Mergers & Acquisitions | 1 | ||||
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Important Note About Financial Aid and Professional Course Units
Current UCSB matriculated students, who are eligible for financial aid, may be required to maintain a minimum of 12 academic units of undergraduate or graduate level courses. The ECON X professional units do not count toward that minimum, nor do they count toward the units required to graduate from UCSB undergraduate degree programs.
Pricing
| Public | UCSB Students | |
| Individual Courses | $165 - $330 | $165 - $330 |
| Estimated Certificate Cost | $2,025 | $2,025 |
3 Easy Steps to Request Certificate
1 Log into your PaCE Student Account to verify that you have completed all Certificate requirements
2 Click here to request your certificate release
3 Check your email for a Certificate notification from Parchment.com, our official credential provider.
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