The Certificate in Investment Management is intended for those students who have interests in personal investing or in the investment management industry. The required courses are designed to provide these students with the fundamentals of investing and a broader business perspective of the investment management industry. After completing this certificate students will be able to:
- Apply the principles of financial analysis to issues specific to the investment management industry, including the valuation of financial assets using fundamental analysis, the use of technical analysis for asset selection, and trading of assets in financial markets.
- Describe the role of each of the four major functional areas (accounting, finance, management, marketing, and information technology) in the investment management firm and illustrate the contributions of these areas to the success of the firm.
- Explore the legal and ethical environments within which investment management firms operate.
- Analyze financial statements and show their relationship to security valuation.
- Identify personal and professional skills necessary for success in the investment management industry.
In addition to three required courses, students seeking the certificate will also choose two elective courses best suited for their personal career choices. These courses are designed to provide further knowledge in specific functional areas.
Students who have earned this Certificate will be able to distinguish themselves by demonstrating competency in personal investing or the investment management industry.

