The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.

Courtlyn
Promotion and Events SpecialistAchieve better investment outcomes for you and your business.
November 3, 2022
8 weeks, online
3–5 hours per week
Our participants tell us that taking this program together with their colleagues helps to share common language and accelerate impact.
We hope you find the same. Special pricing is available for groups.
The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.
Courtlyn
Promotion and Events SpecialistBased on the information you provided, your team is eligible for a special discount, for Intelligent Investing for Everyone starting on November 3, 2022 .
We’ve sent you an email with enrollment next steps. If you’re ready to enroll now, click the button below.
Have questions? Email us at group-enrollments@emeritus.org.
Enrolling in this program is the first step in your journey to alumni benefits.
Learn More
Any individual investor can achieve better investment outcomes—whether for your personal portfolio or in your role as a manager or business leader—by learning the tools and techniques that the big institutional investors use. This program from UC Berkeley Executive Education aims to level the playing field by addressing the asymmetry of information that has typically separated the professionals from everyone else. Learning methods include interactive sessions with Berkeley Haas faculty, real-world application exercises, case studies, live office hours, and moderated discussion groups.
This program will enable you to:
Over the course of eight weeks, the Intelligent Investing for Everyone program will equip you with an understanding of key financial concepts, techniques, and data-driven frameworks to help you make more informed investing decisions.
The program begins with an overview of corporate valuation. Investors often seek to identify when a company’s stock price is overvalued or undervalued and why. We will explore the drivers of corporate valuation and the role of financial data analysis in making investment predictions.
Using information from a company’s financial reports, we can assess its past performance. Coupled with forecasts of growth and profitability, investors can make more informed decisions. In this module, you will learn the fundamentals of financial data analysis and analyze how profitability and growth strategies can impact corporate valuation, thereby influencing investor behavior.
Companies often issue new shares or buy back existing shares. When a stock is overpriced or underpriced, these activities can affect the value of their shares. In this module, you will learn how companies use these issuances and buybacks strategically to engineer value for themselves and their shareholders.
Investors often use short selling to speculate when a stock’s price will decrease. However, their opinions on a stock’s price tend to vary. This is when information is power. Explore how real-time investment decision-making helps to level the playing field between Wall Street and Main Street.
Blockchain, the technology behind bitcoins, is changing the world. We apply the fundamentals of blockchain technology to evaluate its applications for corporations and the finance sector. Based on our explorations, we will be able to make informed decisions around investments in corporations and initial coin offerings.
Professional investors and financial analysts are always looking for new and alternative sources of data. Access to and effective analysis of these alternative data sources can give them an edge over other investors. Explore some creative ways to enhance your data sources. Application exercises give you the option to either learn how to analyze crowdfunding data or create a simple visualization that can inform investment decisions.
ML and AI have made significant inroads into the financial landscape. In this module we present an overview of AI/ML and evaluate some of their applications in the finance arena. Based on this evaluation, we will analyze the impacts of AI and ML on the respective outcomes of both professional and personal investors.
Explore the significance of financial technologies (or fintech) in helping to improve financial outcomes for everyday investors. We will examine the opportunities and the risks of 12 fintech solutions that address financial inequality—and seek to level the playing field. This will allow us to analyze the growth strategy of startups in the fintech space and determine which are most suitable for investment.
The program begins with an overview of corporate valuation. Investors often seek to identify when a company’s stock price is overvalued or undervalued and why. We will explore the drivers of corporate valuation and the role of financial data analysis in making investment predictions.
Blockchain, the technology behind bitcoins, is changing the world. We apply the fundamentals of blockchain technology to evaluate its applications for corporations and the finance sector. Based on our explorations, we will be able to make informed decisions around investments in corporations and initial coin offerings.
Using information from a company’s financial reports, we can assess its past performance. Coupled with forecasts of growth and profitability, investors can make more informed decisions. In this module, you will learn the fundamentals of financial data analysis and analyze how profitability and growth strategies can impact corporate valuation, thereby influencing investor behavior.
Professional investors and financial analysts are always looking for new and alternative sources of data. Access to and effective analysis of these alternative data sources can give them an edge over other investors. Explore some creative ways to enhance your data sources. Application exercises give you the option to either learn how to analyze crowdfunding data or create a simple visualization that can inform investment decisions.
Companies often issue new shares or buy back existing shares. When a stock is overpriced or underpriced, these activities can affect the value of their shares. In this module, you will learn how companies use these issuances and buybacks strategically to engineer value for themselves and their shareholders.
ML and AI have made significant inroads into the financial landscape. In this module we present an overview of AI/ML and evaluate some of their applications in the finance arena. Based on this evaluation, we will analyze the impacts of AI and ML on the respective outcomes of both professional and personal investors.
Investors often use short selling to speculate when a stock’s price will decrease. However, their opinions on a stock’s price tend to vary. This is when information is power. Explore how real-time investment decision-making helps to level the playing field between Wall Street and Main Street.
Explore the significance of financial technologies (or fintech) in helping to improve financial outcomes for everyday investors. We will examine the opportunities and the risks of 12 fintech solutions that address financial inequality—and seek to level the playing field. This will allow us to analyze the growth strategy of startups in the fintech space and determine which are most suitable for investment.
To gain a clear understanding of how data analysis and investing actually work in the real world, you will examine the sales growth and profitability of the following companies:
Explore how the current market price of Tesla is based on predictions of its future exponential growth and profitability.
Analyze the drivers of profitability that account for Apple’s success in recent years.
Discuss the implications of Snapchat’s declining growth rates after its intial public offering.
Compare two retailers in the same industry and how their relative business strategies might influence their profitability.
Note: All product and company names are trademarks or registered trademarks of their respective holders. The study of these products and/or companies does not imply any affiliation with or endorsement by them.
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Panos N. Patatoukas
Associate Professor | The L.H. Penney Chair in Accounting | Distinguished Teaching Fellow
Panos N. Patatoukas is a tenured Associate Professor and the L.H. Penney Chair in Accounting at U.C. Berkeley, Haas School of Business. He received his PhD, MPhil, and MA from Yale, his MSc from the London School of Economics (with distinction), and his BA in accounting and finance (valedictorian) from Athens University of Economics and Business.
Panos’ work focuses on interdisciplinary capital markets research and informs "micro-to-macro" and "macro-to-micro" questions bridging the gap between academics and practitioners. His areas of expertise include financial statement analysis and corporate valuation, cross-industry economic links and value creation along the supply chain, the properties of financial accounting data and corporate reporting, forecasting and nowcasting economic activity using financial accounting data, and the measurement of economic activity in the national accounts. Panos’ research interests overlap with his teaching and his MBA course on Financial Information Analysis has proven to be an invaluable source of research ideas.
For his impact on interdisciplinary capital markets research, Panos has been recognized two times with the 2017 and 2019 Notable Contributions to Accounting Literature Award of the American Accounting Association and the American Institute of Certified Public Accountants. For his teaching, Panos has been recognized with prestigious awards, including the 2018 Distinguished Teaching Award, which is the highest award bestowed by the Chancellor of U.C. Berkeley for outstanding and meritorious teaching at the Berkeley campus, and four times with the 2021, 2017, 2015, and 2012 Earl F. Cheit Outstanding Teaching Award, which is the highest teaching award bestowed upon instructors by the MBA students at Berkeley Haas. Panos has also been selected as top 10 Business School Professor under 40 by Fortune.
Panos has served several terms as the PhD Field Advisor for the Accounting Group and as a member of the MBA Degree Program Committee at Berkeley Haas. Panos is also the founding Faculty Director of the Berkeley ExedEd program on Financial Data Analysis.
Panos also co-creates impactful custom programs for our corporate, government, and university partners.
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Omri Even-Tov
Assistant Professor | Distinguished Teaching Fellow
Omri Even-Tov is an assistant professor in the Accounting Group. His research focuses on empirical capital markets and addresses issues related to the information content of earnings, corporate debt, corporate governance, information intermediaries, and mergers and acquisitions. His current research examines investor sentiment, the relation between stock prices and the cost of debt, information leakage prior to credit-rating changes, and the conflict of interest that exists between managers and shareholders over whether to accept acquisition offers.
Even-Tov has also been recognized for his significant accomplishments as an educator. In his second year as an assistant professor, he was honored with Berkeley Haas’ Earl F. Cheit Award for Excellence in Teaching for his MBA financial accounting course. He won the same award the following year for his teaching in the PhD program. In 2018, he was included on Poets & Quants’ list of the “World’s Best 40 Business School Professors Under 40.”
In collaboration with Professor Jennifer Chatman, Even-Tov developed a new Extreme Leadership course in 2017, where students test their leadership skills on treks to the Andes and Patagonia. Even-Tov has also developed a number of television game show formats with his brother. Their formats have aired in multiple countries, including Brazil, the U.K., and Turkey.
Enrolling in the Intelligent Investing for Everyone program is your first step toward the Certificate of Business Excellence. You will have access to a private global network of more than 41,000 UC Berkeley alumni in more than 80 countries, along with exclusive benefits available only to UC Berkeley alumni who have completed the Certificate of Business Excellence:
Networking and events
Berkeley resources
News and communication
Note: All benefits subject to change.
Get recognized! Upon successful completion of the program, UC Berkeley Executive Education grants a verified digital certificate of completion to participants. Participants must complete 75% 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.
Download BrochureNote: 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.
This program counts toward a Certificate of Business Excellence.
Curriculum Days: Two days
Pillar: Finance & Business Acumen
A UC Berkeley Certificate of Business Excellence gives individuals the opportunity to create a personal plan of study structured by our four academic pillars. 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.
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.
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 learner.success@emeritus.org for assistance.
Note that, unless otherwise stated on the program web page, all programs are taught in English and proficiency in English is required.
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.
Check back to this program web page or email us at learner.success@emeritus.org to inquire if future program dates or the timeline for future offerings have been confirmed yet.
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.
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:
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 contact us at learner.success@emeritus.org if you need further clarification on program activities.
More than 250,000 professionals globally, across 80 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.
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.
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.
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 contact us at learner.success@emeritus.org if you need further clarification on any specific program requirements.
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.
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.
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.
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.
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.
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.
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.
The program fee is noted at the top of this program web page and usually referenced in the program brochure as well.
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 at learner.success@emeritus.org for details.
Yes! Please email us at learner.success@emeritus.org with the details of the program you are interested in, and we will assist you.
Please email learner.success@emeritus.org with your invoicing requirements and the specific program you’re interested in enrolling in.
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.
Please email us at learner.success@emeritus.org for assistance.
You may request a full refund within seven days of your payment or 14 days after the published start date of the program, whichever comes later. If your enrollment had previously been deferred, you will not be entitled to a refund. Partial (or pro-rated) refunds are not offered. All withdrawal and refund requests should be sent to admissions@emeritus.org.
After the published start date of the program, you have until the midpoint of the program to request to defer to a future cohort of the same program. A deferral request must be submitted along with a specified reason and explanation. Cohort changes may be made only once per enrollment and are subject to availability of other cohorts scheduled at our discretion. This will not be applicable for deferrals within the refund period, and the limit of one deferral per enrollment remains. All deferral requests should be sent to admissions@emeritus.org.