Berkeley Fintech: Frameworks, Applications, and Strategies

• Explore strategies for transforming and disrupting financial and banking services

• Evaluate the major trends in fintech and the opportunities they present

• Analyze how existing products can benefit from fintech trends

• Calculate the valuation of a fintech organization at different stages

• Develop strategies to generate network effects

• Compare blockchain systems

• Evaluate how traditional financial products or services could benefit from cryptocurrency or blockchain innovations

• Identify the three pillars of data science and analytics

• Eliminate bias in a sample

• Understand reverse causality

• Design controlled experiments that implement A/B testing

• Explore machine learning and artificial intelligence applications

• Improve existing fintech products

• Consider the limitations of traditional questionnaires and administrative datasets

• Analyze transaction data and apply it to answer business questions

• Use high-frequency fintech data to address challenges and do good

• Identify the components of financial statements

• Evaluate the conceptual framework

• Compare the balance sheet, income statement, and cash flow statement

• Analyze a fintech organization's financials

• Apply financial statements to your current work

• Apply the business model canvas (BMC) to fintech ideas

• Compare strategies for raising capital

• Understand how to make fintech investments

• Develop strategies to attract investors

• Create a plan to mitigate challenges to the implementation of your project

• Add value to your fintech application by applying top factors and strategies

• Leverage the ICO market in fintech applications

• Create a plan to start a new fintech project or organization

• Improve an existing fintech project or analyze an existing fintech organization

How much time is required each week?

Each program includes an estimated learner effort per week. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page.

How will my time be spent?

We have designed this program to fit into your current working life as efficiently as possible. Time will be spent among a variety of activities including:

• Engaging with recorded video lectures from faculty

• Attending webinars and office hours, as per the specific program schedule

• Reading or engaging with examples of core topics

• Completing knowledge checks/quizzes and required activities

• Engaging in moderated discussion groups with your peers

• Completing your final project, if required

The program is designed to be highly interactive while also allowing time for self-reflection and to demonstrate an understanding of the core topics through various active learning exercises. Please email us if you need further clarification on program activities.

What is it like to learn online with the learning collaborator, Emeritus?

More than 300,000 learners across 200 countries have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programs said that their learning outcomes were met or exceeded.

All the contents of the course would be made available to students at the commencement of the course. However, to ensure the program delivers the desired learning outcomes the students may appoint Emeritus to manage the delivery of the program in a cohort-based manner the cost of which is already included in the overall course fee of the course.

A dedicated program support team is available 24/5 (Monday to Friday) to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.

How do I interact with other program participants?

Peer learning adds substantially to the overall learning experience and is an important part of the program. You can connect and communicate with other participants through our learning platform.

What are the requirements to earn the certificate?

Each program includes an estimated learner effort per week, so you can gauge what will be required before you enroll. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page. All programs are designed to fit into your working life.

This program is scored as a pass or no-pass; participants must complete the required activities to pass and obtain the certificate of completion. Some programs include a final project submission or other assignments to obtain passing status. This information will be noted in the program brochure. Please email us if you need further clarification on any specific program requirements.

What type of certificate will I receive?

Upon successful completion of the program, you will receive a smart digital certificate. The smart digital certificate can be shared with friends, family, schools, or potential employers. You can use it on your cover letter, resume, and/or display it on your LinkedIn profile. The digital certificate will be sent approximately two weeks after the program, once grading is complete.

Can I get the hard copy of the certificate?

No, only verified digital certificates will be issued upon successful completion. This allows you to share your credentials on social platforms such as LinkedIn, Facebook, and Twitter.

What is the organizational structure of Berkeley Executive Education?

UC Berkeley Center for Executive Education, dba Berkeley Executive Education, is a California nonprofit organization formed for the purpose of operating executive education programs in support of UC Berkeley and the Haas School of Business.

Do I receive alumni status after completing this program?

No, there is no alumni status granted for this program. In some cases, there are credits that count toward a higher level of certification. This information will be clearly noted in the program brochure.

How long will I have access to the learning materials?

You will have access to the online learning platform and all the videos and program materials for 12 months following the program start date. Access to the learning platform is restricted to registered participants per the terms of agreement.

What equipment or technical requirements are there for this program?

Participants will need the latest version of their preferred browser to access the learning platform. In addition, Microsoft Office and a PDF viewer are required to access documents, spreadsheets, presentations, PDF files, and transcripts.

Do I need to be online to access the program content?

Yes, the learning platform is accessed via the internet, and video content is not available for download. However, you can download files of video transcripts, assignment templates, readings, etc. For maximum flexibility, you can access program content from a desktop, laptop, tablet, or mobile device.

Video lectures must be streamed via the internet, and any livestream webinars and office hours will require an internet connection. However, these sessions are always recorded, so you may view them later.

What if I don’t have a credit card? Is there another method of payment accepted?

Yes, you can do the bank remittance in the program currency via wire transfer or debit card. Please contact your program advisor, or email us for details.

I was not able to use the discount code provided. Can you help?

Yes! Please email us with the details of the program you are interested in, and we will assist you.

How can I obtain an invoice for payment?

Please email us your invoicing requirements and the specific program you’re interested in enrolling in.

Is there an option to make flexible payments for this program?

Yes, the flexible payment option allows a participant to pay the program fee in installments. This option is made available on the payment page and should be selected before submitting the payment.

How can I obtain a W9 form?

Please connect with us via email for assistance.

Who will be collecting the payment for the program?

Emeritus collects all program payments, provides learner enrollment and program support, and manages learning platform services.

Are there any restrictions on the types of funding that can be used to pay for the program?

Program fees for Emeritus programs with UC Berkeley Executive Education may not be paid for with (a) funds from the GI Bill, the Post-9/11 Educational Assistance Act of 2008, or similar types of military education funding benefits or (b) Title IV financial aid funds.

Can I still register if the registration deadline has passed?

Yes, you can register up until seven days past the published start date of the program without missing any of the core program material or learnings.

What is the program fee, and what forms of payment do you accept?

The program fee is noted at the top of this program web page and usually referenced in the program brochure as well.

• Flexible payment options are available (see details below as well as at the top of this program web page next to FEE).

• Tuition assistance is available for participants who qualify. Please email learner.success@emeritus.org.

What is the program refund and deferral policy?

For the program refund and deferral policy, please click the link here.