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.  

Applies Towards the Following Certificates

Enroll Now - Select a section to enroll in
M, W, F
2:00PM to 3:30PM
Apr 25, 2022 to May 06, 2022
UCSB Campus
North Hall
Room 1110
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

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):

No refunds after 4/24/21