Advance your career to the next level As a graduate certificate student, you will have the opportunity to learn from world-renowned faculty and accomplished classmates. Among your professors, you’ll find financial experts, portfolio managers, consultants, and respected industry leaders. Sitting beside you in the classroom, you’ll find fellow students ready to share their own professional and academic experience. Engage in practical, real-world learning, designed for ambitious professionals like you.

A Focused Curriculum to Target Your Goals

This flexible, part-time program will expose you to both domestic and international financial markets and the securities traded therein through valuation of financial assets and quantitative methods. You will have the opportunity to analyze concepts like market efficiency, intrinsic value, and risk and learn how to build unique valuation models to suit particular investment alternatives.

Each of the classes for your Graduate Certificate in Investments will help you gain essential business knowledge to develop your career potential. You will take one required course and either three or four elective courses. The minimum required number of courses to earn your certificate is four, however many of our students select to take an additional elective in order to broaden their expertise.

The Graduate Certificate in Investments coursework will include:

Required Course Details

Investment Analysis

Familiarizes students with domestic and international financial markets and the securities traded therein. Discusses a variety of techniques for valuation of financial assets and relies heavily on quantitative methods. Critically analyzes such qualitative concepts as market efficiency, intrinsic value, and risk. The contents of this course, descriptive, theoretical, and applied, should provide students with the ability to build unique valuation models to suit the particular investment alternative they wish to scrutinize. Also provides students with an understanding of how investment theory and investment practice relate. 

3 credits

Details

Electives (select 3 or 4 electives) Details

Financial Risk Management

Provides an overview of all of the hedging markets and hedging instruments. Explores specific hedging use of options, forwards, futures, swaps, and options on futures. Focuses on advanced financial risk management of interest rates, currency rates, equity returns, and fixed income returns. Students use readings and case problems to study when and how to use hedging instruments to alter a portfolio’s risk exposure.

3 credits

Details

Fixed Income Securities and Risk

Exposes students to theory, applications, and evidence concerning highly sensitive interest rate products. Discusses recent developments in pension fund management, asset/liability management, duration matching, “gap” management, concurrent interest rate and exchange rate management, and other important issues now confronting domestic and international financial and corporate management. Studies how to customize a risk management program.

3 credits

Details

Investment Banking

Discusses policy, strategy, and administration of financial services firms. Topics include issuance of securities, the service function within financial services, pricing a negotiated issue of common stock or competitive bid issue, and meeting capital requirements of a securities firm. 

3 credits

Details

Real Estate Finance and Investment

Provides students with a comprehensive understanding of real estate finance. Emphasizes factors affecting real estate investment. Topics include valuation (appraisal), market analysis, development, taxation, ownership types, short-term financing, mortgage markets, and investment strategies. Designed for students interested in a general overview of real estate finance, as well as those intending to pursue a career in the real-estate field. 

3 credits

Details

Personal Financial Planning

Emphasizes the development of personal financial management knowledge by applying the techniques and perspectives of financial planning professionals. Examines the various aspects of financial planning, exploring how individual characteristics, such as age and economic circumstances, as well as the macroeconomy, impact decisions. Offers students an opportunity to develop a financial plan and identify how that plan changes with age and life circumstances. Note that while this course is not designed to prepare students to take the Certified Financial Planner exam, many of the topics, such as retirement planning, investment and securities planning, and estate planning, are among those discussed.

3 credits

Details

Portfolio Management

Develops portfolio construction, revision, and performance measurement. Highlights portfolio construction in an efficient capital market. Topics include risk-return analysis, the effects of diversification on risk reduction, and the costs of inflation, taxes, and transaction costs on fixed income and equity security portfolios. Examines financial models of capital asset pricing as the basis for the analysis of portfolios from the institutional investor’s viewpoint. 

3 credits

Details

Risk Management and Insurance

Introduces the concepts of risk and risk bearing in the business firm. Topics include risk identification and analysis, measurement of loss possibilities, and the principal methods of managing such contingencies. The focus is broad enough to include some nontraditional areas, such as speculative risk and foreign operations. Discusses insurance in detail as a major method of managing certain types of risks. Emphasis is on aspects that directly relate to the financial management function, such as insurance markets and products, selecting insurers and insurer intermediaries, legal frameworks involved in the transfer of risk to insurers, pricing of insurance contracts, and principles followed by insurers in selecting risks.

3 credits

Details

Analyzing Financial Statements to Assess Firm Performance, Strategy, and Value

Provides students with the knowledge and skills necessary to assess the underlying economic condition and strategic direction of a firm through the analysis of its financial statements using a case-based approach. Identifies potential distortions contained in financial reports using techniques such as operating, financing, and investing cash flow analysis and through the examination of financial statement footnote disclosures. Performance measures are derived that eliminate distortions and improve the quality and comparability of financial information. These measures enable effective firm comparisons to key competitors and historical performance. Forecasted financial statements are utilized to make estimates of firm value.

3 credits

Details

 

Experiential Learning Opportunities

Building a real-world educational experience with opportunities outside of the classroom is part of our approach to learning at D'Amore-McKim School of Business. Your Graduate Certificate education will not be limited to classroom learning. Opportunities to sharpen your business skills are everywhere. Below, explore just some of the experiential learning opportunities for which you can apply as a student at D’Amore-McKim.

Graduate Finance and Investment Club

Graduate Finance and Investment Club

Dive deep into the different disciplines in the finance industry with like-minded fellow students. You'll have the opportunity to meet with distinguished members of those disciplines, and participate in the annual stock market competition.

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360 Huntington Fund

The 360 Huntington Fund

The 360 Huntington Fund is D’Amore-McKim School of Business’ student-managed mutual fund. Our students manage a half million dollars of the University’s endowment—are you up for the challenge?

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360 Financial Modeling Club

360 Financial Modeling Club

Do you have the skills required to design and create interactive financial models in Excel? Excel skills are crucial in the current job market, and every employer expects incoming professionals to know Excel perfectly. Join us and solidify your financial modeling skills today.

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