Investment Management Certificate {20-21}
Certificate in Investment Management
Description
The Investment Management Certificate Program will consist of three courses taught within the School of Business department's Finance Major for a total of 9 credits.
Admission Requirements
FINC 340 Financial Management (3) or the permission of the instructor
Student Learning Outcomes
- Distinguish among major assets that trade in money and capital markets.
- Discuss capital market theory and the use of CAPM in security selection.
- Describe the process of bond valuation and various measures of returns.
- Discuss bond features and sensitivity of its price to interest rates.
- Describe the top down approach to security analysis.
- Describe the portfolio management process.
- Prepare an Investment Policy Statement.
- Describe the process of managing individual investor portfolios and institutional investor portfolios.
- Evaluate equity and fixed-income portfolio management strategies.
- Evaluate performance of a portfolio.
- Examine the structure and characteristics of derivatives markets: options, forward, futures and swaps.
- Apply option pricing models: the Binomial Model and the Black-Scholes Model.
- Evaluate option price sensitivities.
- Evaluate pricing of forwards, futures and swaps.
- Evaluate alternative derivative strategies to manage risk.
Core Requirements
( 9 credits )
FINC 360 Principles of Investment (3)
FINC 460 Portfolio Analysis and Management (3)
FINC 463 Futures and Options (3)