Programs in Finance

CERTIFICATE IN PORTFOLIO MANAGEMENT

NYU-SCPS offers three professional certificates in portfolio management 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 Portfolio Management is a foundation-focused program emphasizing core skills and competencies, which can be completed in nine months. Two Advanced Certificates in Portfolio Management build on the core certificate with specializations in either equity or real estate, or fixed income.

Upon completion of each program, students gain a broad understanding of securities and investment management topics, including:

• The operation of equity, fixed income, and derivatives markets.
• Securities analysis, including equity and bond valuation.
• Risk/reward tradeoffs and statistical tools for measurement of risk and return.
• Portfolio asset allocation and performance analysis.
• Technical analysis techniques, investments in securities markets outside the United States and other areas, as selected by the individual student.

The fundamentals certificate is awarded to individuals who complete five courses. An advanced certificate is earned by taking two 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 no 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 Portfolio Management, Core Courses (5 of these courses are required)
	Introduction to the Markets An introduction to the securities markets provides the foundation upon which the study of finance must be built. Learn the difference between stocks, bonds, commodities,... (click on course name to read more)		FINA1-CE9000	$750
	Fundamentals of Securities Analysis Explore the principles of securities analysis and develop a basic framework for making investment decisions. With readily available data, learn methods such as cash-flow analysis... (click on course name to read more)		FINA1-CE9005	$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
	Intermarket Analysis and Investment Strategy Examine the cause-and-effect relationships that exist among the stock, bond, currency, and commodity markets. An analytic framework is developed utilizing fundamental and technical analysis methods.... (click on course name to read more)		FINA1-CE9040	$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
Advanced Certificate in Portfolio Management, Equity or Real Estate (2 of these courses are required)
	Advanced Portfolio Management Gain advanced insights into reading and interpreting financial statements and investing in a diverse blend of securities including stocks, bonds, commodities, IPOs, and hedge funds.... (click on course name to read more)		FINA1-CE9008	$795
	Applied Technical Analysis Learn to recognize essential chart formations and determine how to identify and apply the appropriate techniques in this introduction to the use of basic charting... (click on course name to read more)		FINA1-CE9125	$750
	Behavioral Economics and Finance Theory Delve into the thriving new field of behavioral economics and finance theory and explore models that bring together human psychology and neoclassical economics. Topics include... (click on course name to read more)		FINA1-CE9154	$795
	Exchange Traded Funds: A New Investment Vehicle Receive a comprehensive overview of the ins and outs of investing in Exchange Traded Funds (ETFs), investment vehicles that have similarities to traditional mutual funds.... (click on course name to read more)		FINA1-CE9374	$395
	Intermediate Securities Analysis In a course that builds on knowledge gained in Fundamentals of Securities Analysis, learn to analyze securities using quantitative methods. Topics include analytical tools for... (click on course name to read more)		FINA1-CE9007	$0
	Investment Strategies		FINA1-CE9003	*
	Mutual Fund Investing Learn to evaluate investment strategies utilizing open- and closed-end funds. Topics include history, regulation, and current structure of the mutual fund industry; structure and features... (click on course name to read more)		FINA1-CE9019	$750
	Real Estate Financial Analysis I Acquire a solid understanding of real estate cash flow analysis concepts with this HP 12c financial calculator-based course. Examine the calculations and measurements employed in... (click on course name to read more)		REFI1-CE9351	$670
	Real Estate Investment Analysis: Analyzing the Deal Learn how experienced investors analyze a commercial real estate deal and determine its potential for profitability. Topics include analyzing income and expenses, debt underwriting, equity... (click on course name to read more)		REFI1-CE9361	$640
	Survey of Alternative Investments Explore options outside of typical stock, bond, and mutual fund investments in this survey course for asset managers, financial planners, and other advisors. With the... (click on course name to read more)		FINA1-CE9130	$0
	Trends in Private Equity: How Changing U.S. Population Demographics Impact the Alternative Investment Industry The Emerging Domestic Market (EDM) is one of the fastest-growing sectors of the U.S. private equity investment market. Shifting population demographics in the United States,... (click on course name to read more)		FINA1-CE9033	$750
Advanced Certificate in Portfolio Management, Fixed Income (2 of these courses are required)
	Core Concepts in Asset Securitization Examine the core principles of securitization in this in-depth review of common structured finance asset classes. Learn how securitization differs from other funding methods--such as... (click on course name to read more)		FINA1-CE9162	$750
	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
	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
	Global Investing Managing a global investment portfolio leads to both opportunities and challenges. Learn what these are while exploring topics such as the anatomy of world markets,... (click on course name to read more)		FINA1-CE9025	$750
	Hedge Fund Strategies Explore the investment strategies and techniques used by hedge fund managers in the areas of bonds, stocks, fixed assets, currency, options, and commodities. Study different... (click on course name to read more)		FINA1-CE9209	$845
	Introduction to Hedge Funds Learn the essentials of the exciting and fast paced industry. Gain an understanding of different hedge fund strategies, discover why hedge funds have become so... (click on course name to read more)		FINA1-CE9203	$425
	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)		FINA1-CE9120	$750
	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
	Using Financial Data Services Research analysts, traders, dealers, portfolio managers, private and investment bankers, and individual investors benefit from using financial data services. Such services provide essential information on... (click on course name to read more)		FINA1-CE9684	$370
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