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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.

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 note that ECON X499.1 can be substituted with ECON 134A

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 Ventura Ventura
ECON X499.2 - Financial Statement Analysis 2 UCSB Ventura Ventura Ventura
ECON X499.3 - Risk and Ethics 1 UCSB 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 Ventura
Elective Courses (Minimum of 3 units Required)
Prerequisite: ECON X499.4
Units Fall Winter Spring Summer
ECON X499.10 - Exchange Traded Funds & Portfolio Construction  1   UCSB   Ventura
ECON X499.11 - Financial Crises 1        
ECON X499.12 - Impact Investing 1 UCSB   Ventura  
ECON X499.13 - Financial Wellness 1     Ventura  
ECON X499.14 - Getting Started in Investing 1        
ECON X499.15 - Successful Investing 1        

ECON X499.16 - Fixed Income Fundamentals

1   Ventura    
ECON X499.17 - Fundamental Investing 1   Ventura    
ECON X499.18 - Market Analysis 1       Ventura

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

  • Certificate Eligibility and Requirements
  • International Students need to apply to the International Diploma Program before enrolling in classes from this course schedule. 
  • All PaCE classes will be offered remotely through Summer 2021. Please check back in Summer '21 to confirm the mode of delivery of courses during Fall '21 and beyond.
  • For more information about course starting dates, visit the UCSB Approved Academic Calendar
  • 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.


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. 


Transfer credit available!

Have you previously earned academic or professional units at another institution? You can apply for transfer credit towards this certificate!

Transfer credit available for courses in:

Microeconomics | Macroeconomics | Financial Accounting


UCSB Students/ Public
Individual Courses
Complete Course Cost