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Course Description

Students will learn the theory and real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. Beginning with an overview of global financial markets and instruments that characterize the investment opportunities available for today’s investors. Students will then learn how to construct optimal portfolios that manage risk effectively. Students will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end, they will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.

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

  • Know the basic definitions, concepts, and facts about financial markets
  • Understand diversification and hedging and be able to apply these concepts in practice
  • Gain trading experience in different asset classes (equity, fixed-income, & ETF’s) in a simulated but realistic environment

Prerequisites

Completion of the following courses is required to enroll in ECON X499.4:

  • ECON X499.1 - Introduction to Financial Economics
    • If you have completed ECON 134A (with a C grade or better) please contact PaCE Support at help@professional.ucsb.edu or 805-893-4200
  • ECON X499.2 - Financial Statement Analysis

Concurrent Enrollment Permissible: If you have already enrolled in ECON X499.1 & ECON X499.2 and wish to register for ECON X499.4 before the courses have completed, please contact PaCE Support at 805-893-4200 to bypass the prerequisite. 

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Type
Class
Days
T, Th
Time
4:00PM to 7:00PM
Dates
Nov 01, 2022 to Nov 29, 2022
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Schedule and Location
Contact Hours
18.0
Location
Delivery Options
Course Fee(s)
Course fee credit (2 units) $330.00 Click here to get more information
Potential Discount(s)
Available for Credit
2 units
Instructors
Section Notes

Steps to Enroll

No Class on 11/17, 11/24

How to Access Your Online Course:
One business day after enrollment but no sooner than 2 weeks before the beginning of the course, you will receive an email with detailed instructions on how to access your online course. You don’t need to take any action until you receive that email. Please note that you will not be able to access your online course until all the steps highlighted in that email are complete.

Required Textbook(s):
Students are required to purchase the textbook(s) below prior to the first class meeting. Textbooks can be purchased from the vendor of your choice.
N/A
 

No refunds after 10/31/22

 

Type
Class
Days
T, Th
Time
5:00PM to 7:00PM
Dates
Feb 21, 2023 to Mar 09, 2023
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Type
Class
Days
F
Time
5:00PM to 7:00PM
Dates
Mar 10, 2023
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Schedule and Location
Contact Hours
18.0
Location
Delivery Options
Course Fee(s)
Course fee credit (2 units) $330.00 Click here to get more information
Potential Discount(s)
Available for Credit
2 units
Instructors
Section Notes

Steps to Enroll

No Class on 11/17, 11/24

How to Access Your Online Course:
One business day after enrollment but no sooner than 2 weeks before the beginning of the course, you will receive an email with detailed instructions on how to access your online course. You don’t need to take any action until you receive that email. Please note that you will not be able to access your online course until all the steps highlighted in that email are complete.

Required Textbook(s):
Students are required to purchase the textbook(s) below prior to the first class meeting. Textbooks can be purchased from the vendor of your choice.
N/A
 

No refunds after 02/20/23