Course Description

Introduction to the planning and critical thinking that is required to navigate the multitude of factors involved in being successful including income, spending, savings and investment, economic cycles, and the inevitable setbacks that will come your way.

The course will provide a playbook for planning for success after school. The main emphasis is on career and wealth building with related topics including goal setting, family life, as well as physical and mental well-being. 

Learner Outcomes

  • Understand your career choice and the value of your human capital in planning for the future.
  • Learn the basics of how to build an investment portfolio and financial backstop with a variety of tools and products while taking into account your risk tolerance and its effects on financial results. 
  • Recognize the effort involved in establishing a family life including the financial, physical, and emotional investment in doing so. In relation to this we’ll review the many issues in maintaining family well-being including education, insurance, home ownership/mortgages, taxation, retirement planning, and estate planning.
  • Gain insight into living a balanced and healthy lifestyle all the while handling the responsibilities of adulthood.


To enroll in Strategic Investments elective courses, students must have completed ECON X499.1, ECON X499.2, and ECON X499.4 with a grade C or better. 

If you have substituted ECON X499.1 with a ECON 134A please email your unofficial transcript to help@professional.ucsb.edu for assistance.  

Concurrent Enrollment Permissible: If you have already enrolled in ECON X499.1 / ECON X499.2 / ECON X499.4 and wish to register 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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M, W, F
3:30PM to 5:00PM
Apr 24, 2023 to May 05, 2023
UCSB Campus
North Hall
Room 2212
Schedule and Location
Contact Hours
Delivery Options
Course Fee(s)
Course fee credit (1 units) $165.00 Click here to get more information
Potential Discount(s)
Available for Credit
1 units
Section Notes

Steps to Enroll


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.