Strategic Investments

PROFESSIONAL CERTIFICATE || INTERNATIONAL DIPLOMA - Think Wall Street offers the only opportunities in finance and investing? Think again. Successful finance and investment careers await through private industry, nonprofit and government organizations as well as the real estate sector. Now is the time to prepare for your chosen career path. (Online classes for Fall 2020 open for registration!)

This program is perfect for...

...students who want to prepare for careers in Finance and Investing. Developed by the UCSB Department of Economics, this program will help anyone seeking to gain a deep understanding of the forces that govern all types of financial markets through a rich blend of lectures, guest speakers and hands-on projects.

What you'll learn

Principles of Micro and Macro Economics
Principles of Finance and Financial Accounting
Quantitative and Impact Investment Strategies
Ethics in Finance
Risk Management
Fundamentals of the Real Estate, Bond and Stock Markets


Program Prerequisites: (Have completed with a grade of C or higher)

Please complete the Strategic Investments Application to Enroll in the Following Courses. Applications will be processed within 2 business days with a decision being sent via email no later than the 3rd business day. 

Required Courses: (3 Courses) Units Fall Winter Spring Summer
ECON X499.1 - Intro to Financial Economics 2 UCSB Ventura    
ECON X499.2 - Financial Statement Analysis 2 Ventura Ventura    
ECON X499.3 - Risk and Ethics 1 Ventura Ventura Ventura  
Additional Required Course: 
Prerequisites: Econ X499.1 and X499.2 
Units Fall Winter Spring Summer
ECON X499.4 - Portfolio Management 2   Ventura Ventura  
Elective Courses (Minimum of 3 units Required)
Prerequisites: Econ X499.3 and Econ X499.4
Units Fall Winter Spring Summer
ECON X499.11 - Financial Crises 1 UCSB      
ECON X499.12 - Impact Investing 1     Ventura  
ECON X499.13 - Planning for Success 1 Ventura   Ventura  
ECON X499.16 - Fixed Income     Ventura    
ECON X499.17 - Fundamental Investing     Ventura    

Ventura Online       UCSB UCSB        UCSB  / Ventura Blended        Ventura Downtown Santa Barbara

  • International Students need to apply to the International Diploma Program before enrolling in classes from this course schedule. 
  • All classes will be offered remotely through Fall 2020. Please check back in the Fall to confirm the mode of delivery for Winter '21 and beyond.
  • For more information about course starting dates, visit the UCSB Approved Academic Calendar


Important Note About Financial Aid and Professional Course Units

Current UCSB matriculated students, who are eligible for financial aid, may be required to maintain a minimum of 12 academic units of undergraduate or graduate level courses. The ECON X professional units do not count toward that minimum, nor do they count toward the units required to graduate from UCSB undergraduate degree programs. 


Ready to start?

UCSB Students/Community
International Diploma
Individual Courses (price per unit)
Complete Certificate Cost