Investment Management, Undergraduate Certificate

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About the Investment Management Undergraduate Certificate

The Certificate in Investment Management is tailored for students pursuing careers in the field of investments. The program’s coursework provides exposure to advanced topics in investments, including equity and fixed income analysis, security selection, portfolio management, and hedging strategies. Rooted in both rigorous academic research and practical application, this certificate equips students with the advanced knowledge and skills crucial for success in careers in investment banking, business valuation, investment advisement, portfolio management, and private equity. A key component of the program is the completion of an investment management internship, providing students with hands-on experience in the field. This certificate program aligns with the foundational elements of the Chartered Financial Analyst (CFA) curriculum, and as part of the coursework for FIN 4325, students are expected to sit for the Level I exam.

Requirements:

Completion of Lower Division Business Requirements
Completion of FIN 3320 with a B or better.
All prerequisites must be met prior to taking a course.
All courses must be taken in residence.

Required Courses (6 hours):

FIN 4326 - Student-Managed Investment Fund 3 Semester Credit Hours
FIN 4325 - Fundamentals of Investment Management 3 Semester Credit Hours

Choose two of the following (6 hours):

FIN 4327 - Derivative Securities and Markets 3 Semester Credit Hours
FIN 4329 - Fixed Income Analysis 3 Semester Credit Hours
FIN 4382 - Internship in Finance 3 Semester Credit Hours
(*The internship FIN 4382 must meet certain standards as an investment management internship to count towards the certificate.)