Intelligent Investing for Everyone

Achieve better investment outcomes for you and your business.

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Course Dates

STARTS ON

TBD

Course Duration

DURATION

8 weeks, online
3–5 hours per week

Course Fee
Course Fee

For Your Team

Enroll your team and learn with your peers

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Enrolling in this program is the first step in your journey to alumni benefits.
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Learn to Invest Like a Professional

Professional investors and companies use tools and techniques to achieve better investment outcomes than the average individual investor. You can level the playing field when you take this program from UC Berkeley Executive Education. Learn to invest like a professional via interactive sessions with Berkeley Haas faculty, real-world applied 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:

What is Corporate Value Creation?

Explore the factors that determine a company's valuation. Learn to identify when a company's stock price is overvalued or undervalued so that you can make better investment decisions.

Module 2:

Using Financial Reports to Track Profitability and Growth

When evaluating an investment opportunity you need to understand a company's past performance and future potential. Learn to interpret financial reports and forecasts using professional investors' analysis techniques.

Module 3:

How Companies Engineer Value

Learn how companies use issuances and buybacks strategically to engineer value for themselves and their shareholders.

Module 4:

Real-Time Investment Decision Making

Explore how real-time investment decision-making help to level the playing field between Wall Street and Main Street.

Module 5:

Blockchain 101

Apply the fundamentals of blockchain technology to evaluate its applications and make informed decisions around investments in corporations and initial coin offerings (ICOs).

Module 6:

Using Big Data for Better Investment Decisons

Professional investors and financial analysts use big data to give them an edge over other investors. Learn how you can access financial data, and explore creative ways to enhance your data sources to make better investment decisions.

Module 7:

Using Machine Learning and AI in Finance

Evaluate the impacts of AI and ML in the financial landscape and analyze the respective outcomes for both professional and personal investors.

Module 8:

Fintech for Everyday Investors

Explore how Fintech is empowering everyday investors to access new markets and sources of funding that were previously only available to professional investors.

Module 1:

What is Corporate Value Creation?

Explore the factors that determine a company's valuation. Learn to identify when a company's stock price is overvalued or undervalued so that you can make better investment decisions.

Module 5:

Blockchain 101

Apply the fundamentals of blockchain technology to evaluate its applications and make informed decisions around investments in corporations and initial coin offerings (ICOs).

Module 2:

Using Financial Reports to Track Profitability and Growth

When evaluating an investment opportunity you need to understand a company's past performance and future potential. Learn to interpret financial reports and forecasts using professional investors' analysis techniques.

Module 6:

Using Big Data for Better Investment Decisons

Professional investors and financial analysts use big data to give them an edge over other investors. Learn how you can access financial data, and explore creative ways to enhance your data sources to make better investment decisions.

Module 3:

How Companies Engineer Value

Learn how companies use issuances and buybacks strategically to engineer value for themselves and their shareholders.

Module 7:

Using Machine Learning and AI in Finance

Evaluate the impacts of AI and ML in the financial landscape and analyze the respective outcomes for both professional and personal investors.

Module 4:

Real-Time Investment Decision Making

Explore how real-time investment decision-making help to level the playing field between Wall Street and Main Street.

Module 8:

Fintech for Everyday Investors

Explore how Fintech is empowering everyday investors to access new markets and sources of funding that were previously only available to professional investors.

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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 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
  • Participate in the annual Berkeley Haas Alumni Conference
  • Attend select Berkeley Haas and Berkeley Executive Education Networking events open to the COBE community

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

  • 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 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 two curriculum days (minimum requirement of 17 curriculum days) towards the UC Berkeley Certificate of Business Excellence (COBE).
Learn more on how it works here.

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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.

Learn more

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.

  • 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 Academic Advisors or call us at +1 864 668 8832 (US) / +44 121 387 3504 (UK) / +65 3129 7057 (SG)

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Early registrations are encouraged. Seats fill up quickly!