Graduate Certificate in Investments & Portfolio Management

The Graduate Certificate in Investments and Portfolio Management provides students with theoretical concepts and practical knowledge to analyze and manage investments and portfolios. Students will learn risk–reward analysis strategies, active and passive portfolio management techniques, and portfolio performance evaluation methodologies.

Certificate Requirements

  • Completion of all required and elective credits from the course options listed below
  • Completion of the certificate with a cumulative grade point average of 3.0 or above

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

  • Courses taken by non-degree students are not eligible to be applied towards certificates.
  • Students may only apply a course to two program requirements (for example, MBAD 6224 may be applied to both the MBA and the graduate certificate, but that course may not subsequently be applied to any other degree or certificate requirements).
  • Students who choose to enroll in two graduate certificates may only "double count" up to six credits between the two certificates; 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