Department of Finance


Investment Analysis Certificate

The Investment Analysis Certificate prepares you for careers that include investment management, trading, security analysis, and personal financial planning. Students with this background may be hired by investment banks, institutional money management firms (mutual funds, hedge funds, pension funds etc.), firms that specialize in trading of derivatives, and personal financial planning specialist firms.

  • Investment Analysis Certificate Curriculum

    (need 9 credit hours)

    • FINA 7A10 Intermediate Corporate Finance Valuation (REQUIRED)
    • FINA 7A20 Capital Markets (REQUIRED)
    • FINA 7A23 Portfolio Theory & Practice (REQUIRED)
    • FINA 7A97 Fixed Income Security Analysis (REQUIRED)
    • FINA 7A97 Personal Financial Planning
    • FINA 7350 Derivatives I: Options
    • FINA 7397 Financial Engineering

    Elective certificates are only offered to actively-enrolled MBA and MS students. The only exception applies to MBA and MS alumni, who may also return to pursue certificates.