The Investment Management Certificate (IMC) is designed to offer business students the opportunity to enhance their major field of study in finance (or additional major including finance) with an additional certificate in investment management. Students completing the Investment Management Certificate will have coursework in investment-related subjects and four special courses comprising intensive research and real-time practical training in investment portfolio management. This training will utilize the David O. Nicholas Applied Finance Lab located in the Sheldon B. Lubar School of Business. Finance majors who complete this certificate will gain a substantial competitive edge in pursuing a career initially as an analyst and as an investment advisor, later as an investment portfolio manager, and possibly as a chief investment officer.
In addition to a rich curriculum, IMC students meet regularly with investment professionals during, and outside of, class for discussions of the funds, markets, and course topics. The Bachelor of Business Administration (BBA) in Finance as well as the Undergraduate Certificate in Investment Management are part of the prestigious Chartered Financial Analyst (CFA) Institute University Recognition Affiliation Program.
Students interested in the certificate program should contact Undergraduate Student Services, Lubar Hall N297, (414) 229-5271, [email protected], to make a formal declaration of their intention. Students are encouraged to also contact Dr. Kevin Spellman ([email protected]), the director of the IMC program, for further information about the certificate program.
