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 is for individuals with a bachelor’s degree who are interested in pursuing careers in Investment Management as well as established finance professionals who are interested in gaining critical knowledge and understanding of the underlying fundamentals of Investment Management.

This certificate is stackable into the Online MBA - Finance specialization and or the Online Master of Science in Finance. 

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 - 3 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 be considered for admission to the Online Certificate Programs, applicants must submit a completed online programs application, a 300-word personal statement, professional resume, and an undergrad transcript with numeric GPA.  International applicants and those with a transcript from an international university may also need to submit a transcript evaluation and/or an English proficiency examination score as a part of their application. 

All students admitted to graduate programs at the Raymond A. Mason School of Business must have a conferred bachelor’s degree from an accredited institution prior to matriculation.

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.

Credits Required for Online Investment Management Certificate - 16

Completion Time - 3 Semesters

Required prerequisites must be completed prior to the registration for specific courses as noted in the course descriptions. There are no exceptions to this requirement.