Berkeley Fintech: Frameworks, Applications, and Strategies

Trends, opportunities, and insights to drive success in the fintech revolution

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Course Dates

STARTS ON

June 8, 2022

Course Duration

DURATION

2 months, online
4–6 hours per week

Course Fee

PROGRAM FEE

US$2,600 US$2,288 or get US$260 off with a referral

Course Information Flexible payment available
Course Information Special group enrollment pricing

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Thrive at the Intersection of Finance and Technology

Success in the fintech revolution requires a holistic understanding of today’s landscape. This program dives deep into both the financial and the technological considerations so that you and your organization can thrive in the fintech revolution.

In this program, you will:

  • Explore the tools, emerging trends, and innovations driving the fintech revolution
  • Gain insight into the current fintech ecosystem, including notable fintech organizations, new business models, and the investing community
  • Examine how artificial intelligence, machine learning, and blockchain are disrupting traditional banking and financial services.
  • Learn the factors and strategies that predict successful fintech innovation and implementation
  • Apply frameworks to identify and evaluate fintech investment opportunities for your organization or domain

Schedule a call with one of our academic advisors to learn more.
Apply Now

Program Topics

The eight modules in this program are designed to help you synthesize various aspects of finance and technology, preparing you to propose a new fintech project for your organization.

Module 1:

Introduction and the Fintech Revolution

  • Analyze how fintech reduces costs for customers and organizations
  • Expand your understanding of the economic, technological, and global factors involved in the fintech revolution
  • Identify fintech’s segmentation

Module 2:

The Fintech Ecosystem

  • 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

Module 3:

The Economic Foundations of Fintech with Practical Examples

  • 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

Module 4:

Key Data Science with Applications for Real-World Fintech Problems

  • 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

Module 5:

Analytical Methods and Tools with Applications for Real-World Fintech Problems

  • 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

Module 6:

Financial Literacy with Fintech Examples

  • 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

Module 7:

From a Fintech Idea to Its Execution

  • 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

Module 8:

Factors and Strategies in Fintech Success

  • 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

Module 1:

Introduction and the Fintech Revolution

  • Analyze how fintech reduces costs for customers and organizations
  • Expand your understanding of the economic, technological, and global factors involved in the fintech revolution
  • Identify fintech’s segmentation

Module 5:

Analytical Methods and Tools with Applications for Real-World Fintech Problems

  • 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

Module 2:

The Fintech Ecosystem

  • 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

Module 6:

Financial Literacy with Fintech Examples

  • 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

Module 3:

The Economic Foundations of Fintech with Practical Examples

  • 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

Module 7:

From a Fintech Idea to Its Execution

  • 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

Module 4:

Key Data Science with Applications for Real-World Fintech Problems

  • 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

Module 8:

Factors and Strategies in Fintech Success

  • 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

Case Studies

Case studies and real-world industry examples offer context for classroom learning. To gain a deeper understanding of the fintech landscape, you will examine several case studies from prominent fintech innovators.

Program Experience

Self-paced video lectures

Live webinars with faculty

Guest speakers

Virtual networking happy hour

Capstone project

Global peer network

Schedule a call with one of our academic advisors to learn more.
Apply Now

Live Networking Opportunity

In addition to the live webinars, this program includes a dedicated networking session where you will interact with your classmates and instructors to build your professional network. Participants will meet a variety of professionals from various industries and geographies. Our students include:

  • Mid- to senior-level managers working in banking, investing, real estate, insurance, risk management, regulation, and other fields in the financial industry
  • CXOs of fintech startups seeking to scale and grow their organization by gaining knowledge of the fintech tools that can add value to their enterprise
  • Consultants seeking to create cutting-edge solutions for their clients in the fintech space
  • Fintech enthusiasts aspiring to lead a fintech function, start a fintech venture, or invest in fintech ventures

Experience

  • 20+ years — 44%
  • 15 — 19 years — 25%
  • 10 — 14 years — 17%
  • <10 years — 14%


Industries

  • Financial services — 49%
  • Information technology (IT) products and services — 17%
  • Consulting — 6%
  • Real estate — 4%
  • Other — 24%

Testimonials

"Thank you Professor Yaniv Konchitchki for putting together such a comprehensive and interesting program! I got to hear from innovators, VC partners, and other amazing professors on everything from factors driving the fintech revolution and trends, how to evaluate fintech companies and even learned how to bring a fintech idea from inception to implementation."

— Laura Dirtadian, Vice President, Enterprise Risk at Affirm, Inc.

"Very happy to complete Berkeley Fintech: Frameworks, Applications, and Strategies. Great learning about the opportunities and challenges presented by the financial industry and about frameworks and practical tools to evaluate and carry out projects within the Fintech sector. A big thank you to the amazing faculty team, specially Yaniv Konchitchki and Stephanie Pitts."

— Nicolas Mancini , Private Equity Associate at Inverlat Investments S.A.

"The experience has been invaluable. My understanding of the Fintech world has expanded exponentially. I'm getting acquainted with the language of this discourse and I will become fluent. I've attentively viewed, multiple times, the materials presented, and have been led to connect with some fascinating articles and valuable web content on the subject of Fintech. This course is a treasure."

— Beth Reed, National Sales Director at TRAVELING TEAMS, Inc.

"I wanted to reach out and thank you for the great course you have created. It was really a valuable course on different sections of financial technology. I really enjoyed the video lecture, especially yours, which was great and full of positive energy. My main goal was to learn about the latest developments in financial technology and use them in my research. However, this course motivated me to think about launching a startup in the future."

— Majid Maki-Nayeri, Postdoctoral Researcher, University of California, Berkeley

“The enthusiasm of Prof. Yaniv and the content were the best parts of this program. The fireside chats were extremely helpful.”

— Srini Tarinikanti , Chief Information Technology Architect at BCG Platinion

“I love the detail of this program and appreciate all of the real-world examples.”

— Ricky Graziosi, Technical Product Manager at PayPal

Schedule a call with one of our academic advisors to learn more.
Apply Now

Program Faculty

Faculty Member Yaniv Konchitchki

Yaniv Konchitchki

Tenured associate professor; distinguished teaching fellow; faculty director, UC Berkeley Executive Education's Financial Technology (Fintech) Program; faculty director, Center for Financial Reporting and Management, Berkeley Haas

Professor Yaniv Konchitchki is an expert in the interdisciplinary linkages between capital markets, finance, macroeconomics, financial and information systems technology, and financial reporting. His Ph.D. in business administration is from Stanford’s Graduate School of Business, and he also holds a C.P.A. license and an M.S. in statistics from Stanford’s Statistics Department. More info

Faculty Member Christine Parlour

Christine Parlour

Professor of Finance, Sylvan C. Coleman Chair of Finance and Accounting, Distinguished Teaching Fellow, UC Berkeley’s Haas School of Business

An expert in institutionally complex areas such as market microstructure and banking, Prof. Parlour researches fintech, digital payments, credit markets, and finance More info

Faculty Member Steve Tadelis

Steve Tadelis

Professor of Economics, Sarin Chair in Leadership and Strategy, UC Berkeley’s Haas School of Business

An expert in e-commerce and the economics of the internet, Prof. Tadelis has conducted on-site research at Amazon and eBay More info

Faculty Member Shachar Kariv

Shachar Kariv

Benjamin N. Ward Professor of Economics, UC Berkeley Economics

An expert in economic theory, experimental economics, and behavioral economics, Prof. Kariv focuses his research on social networks, social learning, and personal and social preferences. He has served as the faculty director of UC Berkeley’s Experimental Social Science Laboratory, More info

Faculty Member Yaniv Konchitchki

Yaniv Konchitchki

Tenured associate professor; distinguished teaching fellow; faculty director, UC Berkeley Executive Education's Financial Technology (Fintech) Program; faculty director, Center for Financial Reporting and Management, Berkeley Haas

Professor Yaniv Konchitchki is an expert in the interdisciplinary linkages between capital markets, finance, macroeconomics, financial and information systems technology, and financial reporting. His Ph.D. in business administration is from Stanford’s Graduate School of Business, and he also holds a C.P.A. license and an M.S. in statistics from Stanford’s Statistics Department.

He has vast experience from academic and practitioner perspectives, and he is a founding father of Macro-Accounting, a new interdisciplinary research field that he has helped develop. His work focuses on the modeling and the resolution of real-world problems with the goal of enhancing decision making. His research expertise is in corporate financial reporting and analysis, interdisciplinary capital markets, valuation, financial technology (Fintech) & innovation, and macroeconomics.

His work is widely recognized internationally, nationally, and across top schools through awards/honors such as World’s Top 40 Under 40, Best Paper Award, Notable Contributions to Accounting Literature Award, UC Berkeley’s Bakar Faculty Fellow, Distinguish Teaching Fellow, Hellman Fellow for Distinguished Research Excellence, Schwabacher Fellow, Cheit Award for Distinguished Teaching Excellence, Thompson Teaching & Learning Innovation Award, and Stanford’s Jaedicke Merit Award, among others
Faculty Member Christine Parlour

Christine Parlour

Professor of Finance, Sylvan C. Coleman Chair of Finance and Accounting, Distinguished Teaching Fellow, UC Berkeley’s Haas School of Business

An expert in institutionally complex areas such as market microstructure and banking, Prof. Parlour researches fintech, digital payments, credit markets, and finance and has served on the Nasdaq Economic Advisory Board and on the steering committee for the New Special Studies of Securities Markets. She holds a BSocSci from University of Ottawa, and an MA and PhD in Economics from Queen’s University.
Faculty Member Steve Tadelis

Steve Tadelis

Professor of Economics, Sarin Chair in Leadership and Strategy, UC Berkeley’s Haas School of Business

An expert in e-commerce and the economics of the internet, Prof. Tadelis has conducted on-site research at Amazon and eBay and focuses his academic research on the economics of incentives and organizations, industrial organization, and microeconomics. He holds a BA in Economics from University of Haifa, an MSc in economics from Technion, and a PhD in Economics from Harvard University.
Faculty Member Shachar Kariv

Shachar Kariv

Benjamin N. Ward Professor of Economics, UC Berkeley Economics

An expert in economic theory, experimental economics, and behavioral economics, Prof. Kariv focuses his research on social networks, social learning, and personal and social preferences. He has served as the faculty director of UC Berkeley’s Experimental Social Science Laboratory, known as Xlab, and is cofounder of Xmobile, a platform for social science research related to smartphones. He holds a BA in economics from Tel Aviv University, and an MA and PhD in economics from New York University.

Certificate of Completion

Example image of certificate that will be awarded after successful completion of this program

Certificate of Completion

Get recognized! Upon successful completion of the program, UC Berkeley Executive Education grants a verified digital certificate of completion to participants. Participants must complete 80 percent of the required activities, including a capstone project (if any), to obtain the certificate of completion. This program also counts toward a Certificate of Business Excellence.

Schedule a call with one of our academic advisors to learn more.
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Note: This program results in a digital certificate of completion and is not eligible for degree credit/CEUs. After successful completion of the program, your verified digital certificate will be emailed to you in the name you used when registering for the program. All certificate images are for illustrative purposes only and may be subject to change at the discretion of UC Berkeley Executive Education.

Your First Step toward Berkeley Alumni Benefits

Successful completion of this program fulfills the Entrepreneurship and Innovation/Strategy and Management pillar of the UC Berkeley Certificate of Business Excellence (COBE). The Certificate of Business Excellence program gives you the opportunity to create a personal plan of study structured around our four academic pillars. Learn more.

In addition to earning this mark of distinction with a certification from a world-class university, you will also gain access to alumni benefits that include a private global network of more than 41,000 UC Berkeley alumni in more than 80 countries. Other alumni benefits to consider are:

Networking and events

  • Join local alumni chapters or clubs in your region.
  • Attend select Berkeley Haas and Berkeley Executive Education networking events.

Berkeley resources

  • Activate an @haas.executivealumni.berkeley.edu email forwarding address.
  • Enjoy a 30% discount on eligible programs after completion of your COBE program.
  • Gain online access to the Long Business Library and other university databases.

News and communication

  • Receive the Berkeley Haas Alumni Jobs E-Newsletter featuring job postings from distinguished employers.
  • Explore Haas Insights, offering the latest research and thought leadership from industry speakers and faculty.

NOTE: All benefits are subject to change.

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