CERTIFICATE IN FINANCIAL ANALYSIS

The Certificate in Financial Analysis offers 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.

Upon completion of this flexible program, 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.
  • Random number generation and Monte Carlo simulations.
  • Using "the Greeks," statistical measures of option price sensitivity (delta, gamma, vega, theta).
  • Pricing fixed-income derivatives.

This certificate is awarded to students who complete eight courses--five required and three from the candidate's choise of specialization in Derivative Instruments or Banking and Finance. For candidates who wish both specializations, six elective courses are required.

NOTE: Students who began working toward the Financial Analysis Certificate without specializations may complete their course of study in accordance with the requirements that were in effect at the time they commenced their studies with the University.

 

Certificate Builder

COURSE CHECK LIST COURSE NO. PRICE  
Required Courses
(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 using long-term debt, preferred stock, common stock, and...

(click on course name to read more)
  X51.9140 $795  
Intermediate Corporate Finance
Gain an advanced in-depth understanding of the corporate financing function in this continuation of Fundamentals of Corporate Finance. Topics include corporate financing and market efficiency;...

(click on course name to read more)
  X51.9145 $825  
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)
  X51.9670 $825  
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)
  X58.8105 $725  
       
Derivative Instruments
(3 of these courses are required)
 
       
Fixed Income Portfolio Management
Develop an understanding of the theories and quantitative methods of portfolio optimization, forecasting, and risk management. It covers market inefficiency and how it can be...

(click on course name to read more)
  X51.9015 $750  
The Options Market and Trading Strategies
Find out how put-and-call equity and index options can potentially offer a large profit on a small amount of capital while allowing conservative investors to...

(click on course name to read more)
  X51.9120 $750  
Fundamentals of Financial Risk Management
Examine why understanding, measuring, and managing risk are critical considerations in the financial services industry. Get an overview of financial risk management and its importance...

(click on course name to read more)
  X51.9208 $750  
Derivatives Documentation
Learn to prepare legal documents for, and draft the three major components of, derivatives documentation. Review the various legal and regulatory influences on derivatives, as...

(click on course name to read more)
  X51.9215 $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)
  X51.9235 $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)
  X51.9685 $750  
       
Banking and Finance
(3 of these courses are required)
 
       
Fundamentals of Portfolio Management
Gain an understanding of the portfolio, the structure within which financial assets are managed. This course introduces the forces and issues that have an impact...

(click on course name to read more)
  X51.9001 $750  
Mergers and Acquisitions: U.S. and Overseas
Explore mergers, acquisitions, and divestitures in this course designed for corporate personnel and investors. The focus is on evaluation, mechanics, and negotiation strategies for business...

(click on course name to read more)
  X51.9180 $750  
Impacts of the Financial Crisis on Today's Business Market
Analyze the lasting effects of the protracted global financial crisis on the business and financial markets. Topics include the impending changes in the regulatory environment...

(click on course name to read more)
  X51.9644 $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)
  X51.9674 $895  
Valuing a Business
Examine the fundamental methods employed in valuing a business. Major emphasis is placed on the discounted cash flow (DCF) method of valuation. Other methods explored...

(click on course name to read more)
  X51.9677 $750  
Advanced Financial Statement Analysis
This course begins with a broad description of financial statements and how they are used by financial professionals, then considers a practical approach using real-life...

(click on course name to read more)
  X58.8106 $695  
       
Build my Certificate

 

*Courses not available in current semester.

 

Please sign in or register now.

 

plus
CONTINUING EDUCATION COURSE FINDER
EXPRESS REGISTRATION: