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SIP COURSES

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For information on course pricing, please visit UCSB's PACE website

ECON X499.1 - Intro to Financial Economics

Gain experience selecting the appropriate financial tools to determine the optimal interest rate to apply in various cash flow scenarios. 

Duration

3 weeks

ECON X499.4 - Portfolio Management

Students will learn the theory and real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. If you were given a million dollars to invest what would you do with it? Let's see!

Duration

1 month

ECON X499.12 - Impact Investing

This course balances theory with actual case studies to show how profit incentives may be combined with social consciousness for a win-win outcome.

Duration

TBD

ECON X499.15 - Successful Investing

Introduction to investing in the market. This course will focus on the strategy put forward in Peter Lynch’s “One Up on Wall Street.”

Duration

TBD

ECON X499.18 - Market Analysis

Introduction to the analysis and critical thinking that is required to navigate the multitude of factors involved in investment prioritization decisions.

Duration

TBD

ECON X499.2 - Financial Statement Analysis

The purpose of this course is to develop the ability to analyze the financial statements of a business with the intent of investing in the company.

Duration

2 weeks

ECON X499.10 - Exchange Traded Funds & Portfolio Construction

Students will deepen their understanding of business cycle theories, “Top-Down” approaches, and exchange-traded funds to allow them to construct and view investment portfolios in a balanced manner.

Duration

3 weeks

ECON X499.13 - Financial Wellness

The course will provide a playbook for planning for success after school, including personal expenses, taxes, saving, etc.

Duration

TBD

ECON X499.16 - Fixed Income Fundamentals

In this Fixed Income Fundamentals course, we will introduce key fixed income terms and risk metrics such as coupon, yield and duration.

Duration

TBD

ECON X499.19 - The Psychology of Wealth

This course focuses on how human behavior and decision making influences financial actions and people's choices in the field.

Duration

TBD

ECON X499.3 - Risk and Ethics.

Introduction to business cycles, the challenges they pose to managers and investors, and ethical dilemmas that can be encountered along the way.

Duration

1 week

ECON X499.11 - Financial Crises

This course employs actual case studies to explore how business cycles influence economic activity and portfolio performance.

Duration

TBD

ECON X499.14 - Getting Started in Investing

Students will learn firsthand from experts in the field. The discussion will focus on best strategies for getting started in the investing world.

Duration

TBD

ECON X499.17 - Fundamental Investing

Fundamental Investing will focus on analyzing potential stock investments. Students will be assigned at least two companies to analyze in groups.

Duration

TBD

ECON X499.21 - Basic Personal Financial Literacy and Planning

Students will improve their understanding of core financial concepts as well as how to strengthen their personal financial skill.

Duration

TBD

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