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Course Description

This course builds upon the foundational concepts introduced in ECON X499.1, applying valuation theory to asset pricing and basic portfolio construction. Students will learn how to use financial statement information to support valuation decisions, apply the pricing models from X499.1 to actual stocks and bonds, and construct simple diversified portfolios.

Learner Outcomes

Upon successful completion of this course, students will be able to:
•    Use financial statements to support stock and bond valuation decisions
•    Apply valuation models (such as DCF, DDM) to companies and securities
•    Understand different types of assets and their basic characteristics
•    Calculate portfolio risk and return using multiple assets
•    Construct simple diversified portfolios based on risk tolerance and objectives
•    Evaluate portfolio performance using basic metrics

Prerequisites

Must have completed ECON 1 - Principles of Microeconomics and ECON 2 - Principles of Macroeconomics (or equivalent courses) with a C grade or higher in each course. 

This Application for Candidacy must be completed and approved in order to enroll in this course and others within the Strategic Investments Program. 

Applies Towards the Following Certificates

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Application

Name
Strategic Investments Application

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Type
Class
Days
M
Time
6:30PM to 8:00PM
Dates
Oct 26, 2026 to Nov 16, 2026
Campus
UCSB Campus
Schedule and Location
View Details
Contact Hours
18.0
Location
Delivery Options
Hybrid  
Course Fee(s)
Course Fee credit (2 units) $330.00 Click here to get more information
Available for Credit
2 units

Section Notes

Steps to Enroll

How to Access Your Online Course on Canvas

Late Registration Notice: 
No late enrollment. Self-enrollment will be available until 12:00PM PT the day of the 1st class session.

Required Textbook(s):
Students are required to purchase the textbook(s) assigned by the instructor. The instructor will provide details to the class before the course start date.

No refunds after 10/25/2026
A full refund is given (less the $40 non-refundable administrative fee per course) if notice is received 5 days or more before the start date of the course. A 50% refund is given (less the $40 non-refundable administrative fee per course) if notice is received 1–4 days before the start date of the course. No refunds are given after the course begins. See the full Drop Policy here.