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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
Enroll Now - Select a section to enroll in
Section Schedule
Feb 03, 2026 to Feb 24, 2026
Type
Class
Days
T
Time
5:00PM to 7:00PM
Dates
Feb 03, 2026 to Feb 17, 2026
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Type
Class
Days
T
Time
5:00PM to 6:00PM
Dates
Feb 24, 2026
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Schedule and Location
View Details
Contact Hours
18.0
Location
Delivery Options
In Class  
Course Fee(s)
Course Fee credit (2 units) $330.00 Click here to get more information
Available for Credit
2 units
Instructors
Section Notes

Steps to Enroll

 

This class meets for 4 sessions:

  • Tuesday, February 3rd
  • Tuesday, February 10th
  • Tuesday, February 17th
  • Tuesday, February 24th

 

How to Access Your Online Course:
IMPORTANT: Click here for instructions on how to access your online course

Registration Notice: 

Self-enrollment will be available until 11:59 PM PT two days after the first day of class.  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
TBD

No refunds after 2/2/2026

A full refund is given (less a $40 administrative fee per course) if notice of dropping from the course is received by PaCE 5 or more business days prior to the first day of instruction.  A 50% refund is given (less a $40 administrative fee) if notice of dropping from the course is received 1-4 days prior to the course start date.  See the full Drop Policy here.