Intelligent Investing for Everyone

Haas School of Business

How long?

  • 8 weeks
  • online

Haas School of Business


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Who should attend

This program is designed for anyone who wants to develop an understanding of financial investments and adopt a data-driven approach to investing and corporate value creation. No prior knowledge of finance or accounting is required to participate in this program.

About the course

The Intelligent Investing for Everyone program aims to democratize financial education by equipping individual investors with the latest financial analysis methods and tools. The program offers an introduction to the fundamentals of data analysis of companies, stocks, and new financial technologies to evaluate the right investment opportunities. It provides a framework for decision-making by leveraging analytical tools, techniques, and emerging technologies such as artificial intelligence (AI), machine learning (ML), and blockchain.

Participants will evaluate various applications of data in finance by using real-world case studies, live sessions with the UC Berkeley faculty, hands-on exercises, and discussions.

  • Evaluate the Key Metrics Used in the Valuation of a Company
    • Grasp and understand how to analyze key metrics that valuate companies.
  • Learn about Upcoming Trends in Investment Strategies
    • Gain insight on new trends that may affect your investing strategy.
  • Understand the Power of Data and Technology for Successful Investing
    • Learn how institutional investors use the power of data and technology for successful investing
  • Learn How to Utilize Financial Engineering
    • Learn the fundamentals of how financial engineering can expose overpriced stocks and attempts by companies to manipulate investor beliefs

Program Topics

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.


Omri Even Tov

Education PhD, Accounting, Anderson School of Management, UCLA BA, Accounting; B.Sc., Economics, Tel Aviv University Positions Held At Haas since 2015 2015 – present, Assistant Professor, Haas Accounting Group, Haas School of Business Current Research and Interests - Corporate debt - The re...

Panos Patatoukas

Education Ph.D., Accounting and Finance, Yale University, December 2010 Dissertation Title: Essays on Corporate Financial Reporting and Financial Statement Analysis Dissertation Committee: Jake Thomas (Director), Shyam Sunder, Brian Mittendorf, Frank Zhang M.Phil., Management, Yale Univer...

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Intelligent Investing for Everyone at Haas School of Business

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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