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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 Permitted: You may enroll in ECON X499.4 concurrently with ECON X499.1 and ECON X499.2. However, if you do not achieve a passing final grade in all prerequisite courses, you will be dropped from ECON X499.4 before the first day of instruction.

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Section Schedule
Feb 11, 2025 to Feb 28, 2025
Type
Class
Days
T, Th
Time
2:00PM to 4:00PM
Dates
Feb 11, 2025 to Feb 27, 2025
Campus
UCSB Campus
Building
North Hall
Room
Room 1110
Type
Class
Days
F
Time
2:00PM to 4:00PM
Dates
Feb 14, 2025 to Feb 28, 2025
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
Potential Discount(s)
Available for Credit
2 units
Instructors
Section Notes

Steps to Enroll

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 12:00 PM on 02/11/25.  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Before the start of the first class on February 11th, enrolled students will be dropped from ECON X499.4 if a passing final grade is not earned in all prerequisite courses.

 

Required Textbook(s):
TBD

No refunds after 02/10/25

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 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.