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 20, 2024

Course Duration

DURATION

2 months, online
4–6 hours per week

Course Fee
Course Fee

For Your Team

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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

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

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

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

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% 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.

Successful completion of this program fulfills three curriculum days (minimum requirement of 17 curriculum days) towards the UC Berkeley Certificate of Business Excellence (COBE).
Learn more on how it works here.

Download Brochure

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.

Path to Alumni Benefits

Enrolling in the Berkeley Fintech: Frameworks, Applications, and Strategies program can become your first step toward pursuing the UC Berkeley Executive Education Certificate of Business Excellence (COBE). The Certificate of Business Excellence gives individuals the opportunity to acquire and hone new skills and do it on a timeline that works with your busy schedule. Participants will earn a mark of distinction with certification from a world-class university, and enjoy the flexibility of completing the program in up to three years.
Learn more about the program and associated alumni benefits here.

Networking and events

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

Exclusive Berkeley Resources

  • Activate an @haas.executivealumni.berkeley.edu email forwarding address.
  • 15% discount on the list price of future eligible Berkeley Executive Education programs.
  • 30% discount on the list price of future eligible programs after completion of your Certificate of Business Excellence.
  • Public visitor access to select campus libraries and university database services.

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.

FAQs

  • How do I know if this program is right for me?

    After reviewing the information on the program landing page, we recommend you submit the short form above to gain access to the program brochure, which includes more in-depth information. If you still have questions on whether this program is a good fit for you, please email learner.success@emeritus.org, and a dedicated program advisor will follow-up with you very shortly.


    Are there any prerequisites for this program?

    Some programs do have prerequisites, particularly the more technical ones. This information will be noted on the program landing page, as well as in the program brochure. If you are uncertain about program prerequisites and your capabilities, please email us at the ID mentioned above.


    Note that, unless otherwise stated on the program web page, all programs are taught in English and proficiency in English is required.


    What is the typical class profile?

    More than 50 percent of our participants are from outside the United States. Class profiles vary from one cohort to the next, but, generally, our online certificates draw a highly diverse audience in terms of professional experience, industry, and geography — leading to a very rich peer learning and networking experience.


    What other dates will this program be offered in the future?

    Check back to this program web page or email us to inquire if future program dates or the timeline for future offerings have been confirmed yet.

  • 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.

  • 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 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.

  • What is the program refund and deferral policy?

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

Didn't find what you were looking for? Write to us at learner.success@emeritus.org or Schedule a call with one of our Program Advisors or call us at +1 864 668 8832 (US) / +44 121 387 3504 (UK) / +65 3129 7057 (SG)

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Flexible payment options available. Learn more.