Intelligent Investing for Everyone

Achieve better investment outcomes for you and your business.

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Course Dates

STARTS ON

November 3, 2022

Course Duration

DURATION

8 weeks, online
3–5 hours per week

Course Fee

PROGRAM FEE

US$2,600 US$2,210 or get US$260 off with a referral

Application Details

program fee

US$2,600 US$2,210

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Enrolling in this program is the first step in your journey to alumni benefits.
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It’s Money: Learn to Invest it Wisely

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.

Key Takeaways

This program will enable you to:

  • Follow a proven framework for investing to better manage your existing portfolio.
  • Discover the tools professional investors use to evaluate the financial health of a company.
  • Know when, why, and how to diversify investments, including blockchain.
  • Understand the trends, strategies, and technologies that influence the decisions made by financial professionals.

Program Topics

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.

Module 1:

Fundamentals of Corporate Value Creation

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.

Module 2:

Using Financial Data for Forecasting

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.

Module 3:

Financial Engineering

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.

Module 4:

The Long and Short of Financial Data Analysis

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.

Module 5:

Blockchain (R)evolution

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.

Module 6:

Big and Alternative Data

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.

Module 7:

Machine Learning and AI Applications in Finance

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.

Module 8:

Financial Technologies: Past, Present, and Future

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.

Module 1:

Fundamentals of Corporate Value Creation

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.

Module 5:

Blockchain (R)evolution

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.

Module 2:

Using Financial Data for Forecasting

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.

Module 6:

Big and Alternative Data

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.

Module 3:

Financial Engineering

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.

Module 7:

Machine Learning and AI Applications in Finance

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.

Module 4:

The Long and Short of Financial Data Analysis

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.

Module 8:

Financial Technologies: Past, Present, and Future

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.

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Case Studies

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:

Tesla

Explore how the current market price of Tesla is based on predictions of its future exponential growth and profitability.

Logo of Apple

Apple

Analyze the drivers of profitability that account for Apple’s success in recent years.

Snapchat

Discuss the implications of Snapchat’s declining growth rates after its intial public offering.

Tiffany & Co. versus Blue Nile

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.

Program Faculty

Faculty Member Panos N. Patatoukas

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... More info

Faculty Member Omri Even-Tov

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... More info

Path to Alumni Benefits

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

  • Join local alumni chapters or clubs in your region
  • Participate in the annual Berkeley Haas Alumni Conference
  • Attend select Berkeley Haas and Berkeley Executive Education Networking events open to the COBE community

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

  • A one year complimentary digital subscription to California Management Review
  • Berkeley Haas Alumni newsletter
  • Berkeley Haas Alumni Jobs e-Newsletter featuring job postings from distinguished employers
  • Haas Insights offering the latest research and thought leadership from industry speakers and faculty

Note: All benefits subject to change.

Certificate

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

Certificate

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.

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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.

Example image of UC Berkeley Certificate of Business Excellence

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.

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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 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.


    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 at learner.success@emeritus.org 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 contact us at learner.success@emeritus.org if you need further clarification on program activities.



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

    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.


    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 contact us at learner.success@emeritus.org 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.


    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 at learner.success@emeritus.org for details.


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

    Yes! Please email us at learner.success@emeritus.org 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 learner.success@emeritus.org with 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 email us at learner.success@emeritus.org for assistance.

  • What is the policy on refunds and withdrawals?

    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.



    What is the policy on deferrals?

    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.

Apply Now

Early registrations are encouraged. Seats fill up quickly!