Certificate in Investment Management

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 financial accounting, micro- and macro-economics and probability & statistics to qualify for entry into a Certificate program.

When and where are classes held?
All classes meet in San Francisco at the University of San Francisco School of Management’s campus in downtown San Francisco (101 Howard Street). Courses generally meet 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 may take one or two classes at a time and can complete the program in one year. International students only have the option to take the certificate full-time due to US visa regulations.

How do I apply for the Certificate Programs?
Most applicants will apply first for entry to 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. 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
101 Howard Street, Suite 500
San Francisco, CA 94105

The courses required are listed below: