To obtain the Certificate in Investment Management, students complete the following five courses from the MS in Financial Analysis program:
1. Fixed Income II
2. Alternative Investments
3. Portfolio Management
4. Capital Market Theory
5. Ethics for Finance I
For more information, please contact the Admissions team at 415-422-2221 or management@usfca.edu
What are the pre-requisites for the Certificate Programs?
An applicant must have an undergraduate degree as well as foundation courses in accounting, economics and statistics to qualify for entry into a Certificate program.
When and where are classes held?
All classes meet during business hours in San Francisco, CA on the University of San Francisco’s main campus or at the School of Management’s campus in downtown San Francisco. Each course meets once a week for four hours.
How many courses do I take at a time?
Courses in this certificate are offered each year in the period from May to mid-October. Full-time students will be taking three courses for the first eight week session and two courses in the second eight week session and will complete the certificate in five months. Part-time students can take one or two classes at a time can complete the program in one year. International students only have the option to take the certificate full-time.
How do I apply for the Certificate Programs?
Most applicants will apply for entry first for the Fundamentals of Finance Certificate. Applicants who have passed the Level I exam in the CFA program are eligible to apply directly to the Certificate in Investment Management. You will need to submit your resume, statement of purpose and transcripts from any university level programs along with a paper application and a $55 application fee. You may download the application here. International students will have to submit additional documents including a TOEFL score (minimum 90 IBT) and a Certificate of Finances.
Please submit any original documents to:
Graduate Admissions Office
School of Management
University of San Francisco
281 Masonic Avenue, Suite 108
San Francisco, CA 94118
The courses required are listed below:
