CERTIFICATE IN PORTFOLIO MANAGEMENT

This flexible certificate program offers an introduction to investments for entry-level students, as well as a more challenging course of study for finance practitioners who seek to expand their expertise.Upon completion of the 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 U.S., and other areas, as selected by the individual student. This certificate in Portfolio Management is offered with specializations in Equity, Real Estate or Fixed Income. Candidates must complete five courses from the required courses section and then take two elective courses from the candidate's choice of specialization. For candidates who wish both specializations, six elective courses are required.

    NOTE: Students who began working toward the Portfolio Management 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)
     
           
    Introduction to the Markets
    Get an introduction to the securities markets, the foundation upon which the study of finance is built. Learn the differences between stocks, bonds, commodities, futures,...

    (click on course name to read more)
      X51.9000 $795  
    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 $795  
    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 of analyzing industries and...

    (click on course name to read more)
      X51.9005 $795  
    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)
      X51.9040 $795  
    Fundamentals of Financial Risk Management
    In this 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)
      X51.9208 $795  
           
    Equity or Real Estate Specialization
    (2 of these courses are required)
     
           
    Intermediate Securities Analysis
    In a course that builds on knowledge gained in Fundamentals of Securities Analysis, you learn to analyze securities using quantitative methods. Topics include analytical tools...

    (click on course name to read more)
      X51.9007 $795  
    Value Investing
    Examine the investing style known as "value." A working knowledge of securities analysis is introduced, including the rules of Benjamin Graham, the father of value...

    (click on course name to read more)
      X51.9009 $695  
    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)
      X51.9019 $795  
    Applied Technical Analysis
    In this introduction to the use of basic charting techniques, you learn to recognize essential chart formations and determine how to identify and apply the...

    (click on course name to read more)
      X51.9125 $795  
    Real Estate Investment Analysis
    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)
      X62.9110 $640  
    Real Estate Financial Analysis I
    Acquire a solid understanding of investment cash flow analysis. Examine the calculations and measurements employed in quantitative real estate investment and income property analysis, including...

    (click on course name to read more)
      X62.9351 $640  
           
    Fixed Income Specialization
    (2 of these courses are required)
     
           
    Fixed Income Portfolio Management
    In this advanced course, examine the measurement of risk and return for various classes of fixed income securities and their management in a total portfolio...

    (click on course name to read more)
      X51.9015 $795  
    Global Investing
    What are the opportunities and specific problems of managing a global investment portfolio? We look at topics including the anatomy of world markets, measures of...

    (click on course name to read more)
      X51.9025 $795  
    Fixed Income Securities
    In this introduction to domestic and international debt markets, you explore treasuries and agencies; municipals; mortgage pass-throughs and their derivatives; asset-backed securities; and corporate and...

    (click on course name to read more)
      X51.9104 $795  
    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)
      X51.9684 $395  
           
    Build my Certificate

     

    *Courses not available in current semester.

     

    Please sign in or register now.

     

  • plus
    CONTINUING EDUCATION COURSE FINDER
    EXPRESS REGISTRATION: