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Quick Facts

Medium Of InstructionsMode Of LearningMode Of Delivery
EnglishSelf Study, Virtual ClassroomVideo and Text Based

Course Overview

The Intelligent Investing for Everyone programme addresses the various investment-related topics and bridges the gap between professional investors and everyone else. Whether you're investing in your own portfolio or an organisation's, you can enjoy better investment outcomes using AI, Machine Learning (ML), Blockchain, and big data techniques and tools.

This 8-week online curriculum involves interactive sessions held by the prestigious Berkeley Haas faculty. It has been divided into eight modules for maximum comprehension. Approximately 3-5 hours every week will be required to finish the Intelligent Investing for Everyone course.

You’ll learn concepts via case studies, moderated discussion groups, live office hours, and real-world application exercises. Once you complete the Intelligent Investing for Everyone training successfully, you’ll be one step closer to UC Berkeley’s alumni, a private worldwide network of over 41,000 members across 80 countries. 

You will also get a completion certificate from UC Berkeley Executive Education that highlights your gained skills to prospective recruiters.

The Highlights

  • Online programme
  • UC Berkeley’s exclusive alumni status
  • UC Berkeley Executive Education’s certification
  • 8-week training
  • Flexible payment methods
  • Industry-relevant case studies
  • Moderated group discussions
  • Live office hours

Programme Offerings

  • UC Berkeley’s alumni status
  • Completion Certification
  • Expert faculty from UC Berkeley Haas
  • Real-world application exercises
  • industry case studies
  • Live office hours
  • Module-wise learning.

Courses and Certificate Fees

Certificate AvailabilityCertificate Providing Authority
yesHaas School of Business, Berkeley

Eligibility Criteria

To earn the Intelligent Investing for Everyone programme certificate, you must finish at least 75% of the in-course activities, including capstone projects (if any). 

What you will learn

Financial knowledge

The Intelligent Investing for Everyone course syllabus builds your foundation in these areas: 

  • Evaluating key metrics applied in the valuation of companies
  • The upcoming trends in investment strategies
  • How institutional investors invest successfully via the power of technology and data
  • Essentials of how financial engineering can expose companies’ attempts to manipulate investor beliefs and overpriced stocks

Admission Details

  • Tap on this link - https://em-executive.berkeley.edu/intelligent-investing - to reach the Intelligent Investing for Everyone programme portal.
  • Scroll down and click on ‘Apply Now’.
  • Log in with your existing account credentials. If you don’t have one, create a new account.
  • Then, hit the ‘Start Application’ icon.
  • Provide the required information to complete the on-screen application and select ‘Next’. 
  • Complete the course fee payment to enrol.

Application Details

The Intelligent Investing for Everyone training application requires your full name, street address, postal/zip code, city of residence, country of residence, nationality, phone number, and gender. You must also select if you’re a citizen of the mentioned country.

The form also requires your work experience details. Provide the number of years you’ve worked, most recent compensation (in USD), job function, company name, job title, and industry.

The Syllabus

  • An introduction to the stock market
  • Market price versus fundamental value
  • The efficient market hypothesis
  • Valuation in theory and in practice
  • The role of financial data analysis

  • Financial reporting primer
  • Profitability analysis
  • Growth analysis

  • Value creation (and destruction) through financial engineering
  • Introduction to share transactions: issuances and buybacks
  • Understand wealth transfers across investor groups
  • Interpret share transactions as valuation signals
  • Earnings per-share as a valuation metric

  • The long and short of financial data analysis
  • Overpricing conditions and investor protection
  • Financial data analysis from outer space
  • The future of financial data analysis
  • Financial data: access and inequality

  • Introduction to distributed ledgers and blockchain
  • Big corporations, blockchain technology, and cryptocurrencies
  • Smart contracts and blockchain applications
  • Blockchain and financial analysis
  • Valuation and analyses of initial coin offerings

  • What is big data?
  • How did data get so “big”?
  • Big data in finance: traditional and alternative data
  • Applying modern technology to traditional data
  • Exploring alternative data
  • Big data, big challenges

  • AI and ML applications in finance and investment management
  • AI challenges and toolkit
  • Use cases of AI in finance
  • Deloitte Argus (natural language processing for accounting)
  • PwC Halo (cluster analysis for fraud detection)

  • Overview of financial inequality
  • Fintech evolution
  • Fintech innovation
  • New market platforms Empowered investors
  • Crowdfunding
  • Alternative lending

Instructors

Haas School of Business, Berkeley Frequently Asked Questions (FAQ's)

1: Is 4 hours per week enough to complete the Intelligent Investing for Everyone training properly? Is 4 hours per week enough to complete the Intelligent Investing for Everyone training properly?

Yes, anywhere between 3-5 hours/week should help you complete the course comfortably.

2: Does UC Berkeley Executive Education offer this course directly?

No, they deliver the Intelligent Investing for Everyone online course via Emeritus. 

3: How many course modules will I have to study?

There are 8-course modules to complete.

4: Will the curriculum teach me about AI and ML applications in finance?

Yes, the Intelligent Investing for Everyone certification syllabus has a dedicated module to cover ML and AI’s applications in the financial sphere.

5: Who are the Intelligent Investing for Everyone course faculty members?

Panos N. Patatoukas and Omri Even-Tov from UC Berkeley Haas are the course faculty.

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