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,...

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  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...

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  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...

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  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....

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  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...

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  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....

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  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...

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  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...

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  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....

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  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...

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  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...

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  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...

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  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...

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  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...

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  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,...

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  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...

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  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...

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  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...

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  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...

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  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,...

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  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...

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  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...

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  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...

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  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...

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  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...

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  FINA1-CE9684 $370  
       
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