Programs in Finance

CERTIFICATE IN FINANCIAL ANALYSIS

The Certificates in Financial Analysis offer in-depth training in analytical methods used by financial analysts and managers in a variety of settings, including finance departments within corporations, investment firms, other financial services institutions, and consulting and professional services firms. Three professional certificates are offered to meet the needs of students who are new to the field, as well as professionals who wish to advance their expertise in a particular area of specialization.

The Certificate in Financial Analysis is a foundation-focused program that emphasizes core skills and competencies; it can be completed in nine months. Two Advanced Certificates offer specializations that build on the core curriculum of the Certificate in Financial Analysis.

Upon completion of these certificate programs, students gain expertise in:

• Profitability analysis, including calculation of price-earnings ratios.
• Liquidity ratios, asset/productivity analysis, and capital structure/debt ratios.
• Discounted cash flow (DCF) and other valuation techniques.
• Using Excel spreadsheet modeling to forecast sales, earnings, and free cash flow.
• Using Visual Basic programming to solve finance problems, including portfolio modeling.
• Pricing options using the Black-Scholes formula.
• Pricing fixed-income derivatives.

The fundamentals certificate is awarded to individuals who complete five courses. An advanced certificate is earned by taking three courses in the area of specialization in addition to the five courses required for the fundamental certificate. Students must decide whether they wish to pursue the fundamental certificate or one of the advanced certificates since they may not receive both a fundamental and advanced certificate. Students should declare their candidacy by the start of the fourth certificate course for which they enroll.

Students with minimal experience or formal training are advised to take Finance for Non-Finance Professionals/FINA1-CE9642 and/or Finance Math/Statistics: A Skill Enhancement and Review Course/FINA1-CE9151 either simultaneously or in advance of taking the first course in this program.

Certificate Builder

COURSE CHECK LIST			COURSE NO.	PRICE
Certificate in Financial Analysis (5 of these courses are required)
	Fundamentals of Corporate Finance Learn to analyze methods of financing using internal and external funds. This introduction to corporate finance emphasizes the use of long-term debt, preferred stock, common... (click on course name to read more)		FINA1-CE9140	$835
	Financial Statement Analysis Examine the accounting framework used to analyze and interpret financial statements. Topics include ratio analysis, liquidity, cash flow, capital structure, quality of earnings, debt, and... (click on course name to read more)		ACCT1-CE8105	$755
	Techniques of Financing Corporations Understand the fundamental principles of corporate finance, concentrating on cash flow and the financing of each asset line of the balance sheet. Various forms of... (click on course name to read more)		FINA1-CE9670	$825
	Intermediate Corporate Finance Building on the concepts covered in Fundamentals of Corporate Finance, this course gives students a better understanding of the importance of value maximization in the... (click on course name to read more)		FINA1-CE9145	$825
	Advanced Corporate Finance Gain an advanced understanding of corporate finance and financial management functions in this continuation of Fundamentals of Corporate Finance and Intermediate Corporate Finance. Topics include... (click on course name to read more)		FINA1-CE9149	$825
	Valuing a Business: U.S. and Overseas Examine the fundamental methods employed in valuing a business. Major emphasis is placed on the discounted cash flow (DCF) method. Other methods explored include comparative... (click on course name to read more)		FINA1-CE9677	$750
	Financial Modeling in Corporate Financial Analysis Using Excel In this lab-based course, gain expertise in the quantitative methods used by securities analysts to evaluate and value publicly traded securities. After a brief review... (click on course name to read more)		FINA1-CE9675	$895
Advanced Certificate in Financial Analysis, Derivative Instruments (3 of these courses are required)
	Derivatives Documentation Learn to prepare and draft the three major components of legal documents used for derivatives documentation. Review the various legal and regulatory influences on derivatives... (click on course name to read more)		FINA1-CE9215	$795
	Financial Futures and Options in Risk Management This risk management approach to the fundamentals and trading aspects of financial futures and options markets is designed for bankers, treasury professionals, and traders. Topics... (click on course name to read more)		FINA1-CE9235	$750
	Fixed Income Portfolio Management Develop an understanding of the theories and quantitative methods of portfolio optimization, forecasting, and risk management. This course covers market inefficiency and how such inefficiency... (click on course name to read more)		FINA1-CE9015	$750
	Fixed-Income Securities Explore treasuries and agencies, municipals, mortgage pass-throughs and their derivatives, asset-backed securities, and corporate and convertible bonds in this introduction to domestic and international debt... (click on course name to read more)		FINA1-CE9104	$750
	Fundamentals of Financial Risk Management Get an overview of financial risk management and its importance in today's global marketplace. Examine why understanding, measuring, and managing risk are critical considerations in... (click on course name to read more)		FINA1-CE9208	$805
	Pricing Options and Exotics Explore the intuition behind the pricing of derivatives (options, forwards, swaps, and exotics) both for equities and fixed income. By the end of this advanced-level... (click on course name to read more)		FINA1-CE9246	$750
	Principles of Financial Modeling Financial models are an integral part of nearly all major business decisions. The advent of spreadsheet tools, such as Excel, has greatly enhanced the modeler's... (click on course name to read more)		FINA1-CE9685	$790
	Demystifying Derivatives This nontechnical course examines the key concepts and principles of futures, forwards, swaps, and options. The course includes pricing theory, practical examples and exercises for... (click on course name to read more)		FINA1-CE9227	$550
Advanced Certificate in Financial Analysis, Banking and Finance (3 of these courses are required)
	Advanced Financial Statement Analysis Gain a comprehensive understanding of financial statements and how they are used by finance professionals. Through discussion of examples each week, students develop an understanding... (click on course name to read more)		ACCT1-CE8106	$725
	Business Models for Social Entrepreneurship Learn how to apply principles of business and finance to ameliorate social disadvantages. Develop knowledge of practical skills and examine case studies to gain a... (click on course name to read more)		FINA1-CE9251	$750
	Financial Analysis in Visual Basic Address basic financial problems encountered in the workplace, ranging from options pricing to calculating the yield distribution of an investment opportunity. Designed for students with... (click on course name to read more)		FINA1-CE9674	$895
	Fixed Income Portfolio Management Develop an understanding of the theories and quantitative methods of portfolio optimization, forecasting, and risk management. This course covers market inefficiency and how such inefficiency... (click on course name to read more)		FINA1-CE9015	$750
	Fundamentals of Portfolio Management Gain a solid understanding of the portfolio, the structure within which financial assets are managed. This course introduces the various forces and issues that have... (click on course name to read more)		FINA1-CE9001	$750
	International Financial Reporting Standards (IFRS) for the Global Investor Examine the reporting requirements and essential features of International Financial Reporting Standards (IFRS). Contrast the standards for reporting asset liabilities, equity, revenues, and expenses with... (click on course name to read more)		FINA1-CE9638	$750
	Mergers and Acquisitions: U.S. and Overseas Explore mergers, acquisitions, and divestitures in this course designed for corporate personnel and investors. Focus on evaluation, mechanics, and negotiation strategies for business combinations. Topics... (click on course name to read more)		FINA1-CE9180	$750
	Microfinance Delve into microfinance as a way to reach low-income communities. Analyze the provision of financial services, such as loans and savings, to clients excluded from... (click on course name to read more)		FINA1-CE9603	$495
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