Graduate Certificate in Investments & Portfolio Management

The Graduate Certificate in Investments and Portfolio Management provides background and training in the theory and practice of the various methods of investment analysis and selection. Topics covered include risk– reward analysis of security investments, including analysis of national economy, industry, company, and markets, legal environment, active and passive portfolio management techniques, portfolio performance evaluation, as well as practical experience in security selection and portfolio management.

Certificate Requirements

  • Completion of all credits of the coursework listed below
  • Achievement of at least a 3.0 cumulative grade point average at the time of completion

In addition, students should be aware of the following course application limitations:

  • Courses taken as a non-degree student are not eligible to be applied towards the certificate.
  • Students may only apply a course towards two program requirements (for example, MBAD 6224 may only be applied towards the MBA and one graduate certificate; the course cannot be applied towards the requirements of any other degree or certificate program beyond the two programs).
  • Students who opt to complete two graduate certificates may only double count up to six credits between the two. All remaining requirements (typically, 18 credits for two certificates) must be unique to each certificate.


  • MBAD 6211 | Financial Accounting

Required • 12 Credits

  • MBAD 6235 | Finance AND
  • FINA 6223 | Investment Analysis and Portfolio Management AND
  • FINA 6242 | Real Estate Valuation and Investment AND
  • FINA 6239 | Applied Portfolio Management OR
    • FINA 6290 | Special Topics: Investment Analysis Venture Capital



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