Graduate Certificate in Investments and 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.

Students must complete all of the required credits from the course options below and are expected to maintain a cumulative grade point average of 3.0 or above. Courses completed as a non-degree student are not eligible for application towards the certificate requirements.


Certificate Requirements

The following requirements must be fulfilled: 12 credits, including 9 credits in required courses and one 3-credit elective course.
MBAD 6235Finance
FINA 6223Investment Analysis and Portfolio Management
FINA 6239Applied Portfolio Management *
or FINA 6290 Special Topics
FINA 6242Real Estate Valuation and Investment

*If FINA 6290 is taken, it must be on the topic of Investment Analysis Venture Capital.