Online Investment Management Certificate

Program Description

The purpose of this graduate certificate is to educate students in the core competencies to manage financial investments. Students will learn financial statement analysis and modeling, and the theory and application of principles that underpin financial decision-making. Students will complete coursework to learn the tools and techniques necessary for valuing fixed income securities, publicly traded equity instruments, and private equity investments. Students will examine theories and evidence from psychology on individual decision-making, focusing on biases, heuristics, and other factors that are missing from standard valuation and portfolio management models. Graduates will be able to use theories, conceptual frameworks, and analytic frameworks to value financial securities and manage client portfolios based on their financial goals and risk preferences.

This certificate will target two populations. Individuals with a bachelor’s degree who are interested in pursuing careers in Investment Management will be targeted. Established finance professionals interested in gaining the critical knowledge and understanding of the underlying fundamentals of Investment Management will also be targeted.

Academic Calendar

To view specific dates for the current Academic Calendar, please refer to the current calendar dates on the University Registrar’s webpage.

Format:

Completion Time - 2 semesters

Credits required for Certificate - 16

Students are required to have a computer to support the software requirements of the program in addition to internet access and a webcam.

Fact Sheet/Tuition:

The Certificate is a part-time program comprising 16 credits which can be completed in two semesters. Classes are asynchronous and are accessible by web or mobile application. The Certificate can provide a point of entry to the Online Master of Science in Finance program.

Admissions Requirements:

The Online Investment Management Certificate is designed to be an opportunity for anyone interested in pursuing an investment management career, at any professional level, to move into this dynamic field. To promote this level of accessibility, the application requirements for the program are as follows:

A bachelor’s degree (or equivalent) from a regionally accredited college or university
One short essay

For more information, please contact an Admissions Advisor at 877-212-7180 or visit the Online Program Admissions website.

Online Investment Management Certificate Tuition & Fees:

Please visit the W&M Student Accounts website for information about Online Certificate tuition and fees.