Investment Management Certificate {21-22}

Certificate in Investment Management

The Investment Management Certificate uses courses that are part of the Finance major to help you better understand investment as a career choice. This certificate program will be made available to professionals working in the investment management field.

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.

Program Delivery Mode
Land plus: face-to-face where some online courses may be available or required

Core Requirements ( 9 credits )

FINC 360 Principles of Investment (3)
FINC 460 Portfolio Analysis and Management (3)
FINC 463 Futures and Options (3)