Course Description

Students learn essential tools to understand and analyze financial information and financing strategies for ongoing and new business ventures. This course is designed for those who will be participating in the decision-making processes of a small to large size business organization either as an analyst or an operating manager. Major topics covered include financial analysis and management, time value of money, interpreting financial statements and their analysis, cash flow analysis, capital budgeting, project evaluation, financial decision making, and valuing an existing or new venture. In addition to the practical application of financial theory, you will be asked to solve several business case studies.


Learner Outcomes

Upon successful completion of this course students will be able to:

  • Read and analyze balance sheets.
  • Plan and evaluate financial performance.
  • Manage financial growth, marketing, and operations.
  • Understand the present value and future value of multiple cash flows.
  • Engage with capital budgeting methods and techniques.
  • Solve a variety of business case studies.


Note to UCSB Undergraduate Students:

The units for TMP X130F may count toward graduation units, but will not count toward students' overall GPA.

To earn degree or unit credit for X100 series courses taken through UCSB Professional and Continuing Education students must, upon course completion, order an official transcript from Extension and have it sent to the UCSB Office of Admissions at admissions@sa.ucsb.edu

This course is not eligible for discounts.



Basic Algebra. Upper division standing.

Applies Towards the Following Certificates

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T, Th
2:00PM to 3:30PM
Apr 02, 2024 to Jun 06, 2024
UCSB Campus
Schedule and Location
Contact Hours
Delivery Options
Course Fee(s)
Course fee credit (4 units) $1,100.00
Potential Discount(s)
Available for Credit
4 units
Section Notes

Steps to Enroll

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

Late Registrations Notice: 

Self-enrollment will be available until 11:59 PM PT of the second business day after the 1st class session (i.e. If the first class starts on Thursday, self-enrollment is open until the following Monday at 11:59 pm).  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
Students are required to purchase the textbook(s) assigned by the instructor. Textbooks can be purchased from a vendor of their choice. The instructor will provide details to the class prior to the course start date with instructions for purchasing the textbook and McGraw Hill access directly from the publisher at a discounted rate.

In addition, there is an optional (not required) text for those students wishing to refresh their skills:
Title: Financial Intelligence: A Manager’s Guide to Knowing What the Numbers Really Mean (FIM)
Authors: Karen Berman, Joe Knight, John Case
ISBN: 978-1-4221-4411-4


No refunds after 4/14/24
A minimum $40 non-refundable administrative fee per course is charged for all drops. See the full Drop Policy here.