Intelligent Investing for Everyone

Achieve better investment outcomes for you and your business.

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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.

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.

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

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...

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 e...

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

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.

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.

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

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)

Early registrations are encouraged. Seats fill up quickly!

Flexible payment options are available.

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