Course Description

In this overview course we will explore foundational definitions, principles and rules of thumb from the five pillars of financial literacy: earning, spending, saving & investing, borrowing, and protecting.  We will fold in some financial planning concepts such as: goal setting in budgeting, investing, retirement, estate planning, income taxes and insurance. 

Learner Outcomes

  • Looking at a lifecycle approach to the sequence of typical financial milestones that bring increasing complexity to your financial life post-graduation, we will identify goals that emerge and how to evaluate and plan for them
  • Understand the many issues in building and maintaining financial stability including savings, credit worthiness, health, taxes, insurance, homeownership & mortgages, and retirement and estate planning
  • Review case studies as a class, and present cases in pairs


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

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.