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

Not offered this quarter. Classes are offered according to the schedule on the respective Certificate or Program Page. Please click on the Request Information below to be promptly notified when enrollment opens.