Provides a solid foundation in the essentials of investment management. Great preparation for the CFA Level III exam.
To obtain the Certificate in Investment Management, students must complete the following five courses:
- Fixed Income II
- Alternative Investments
- Portfolio Management
- Capital Market Theory
- Ethics for Finance
What are the pre-requisites for the Certificate in Investment Management program?
An applicant must have an undergraduate degree as well as foundation courses in accounting, economics and statistics to qualify for entry into this 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 classroom facilities in downtown San Francisco. Each course meets once a week for four hours.
How many courses do I take at a time?
This is a five month certificate program that has course offerings from May to mid-August. Students will be taking three courses for the first eight week session and two courses in the second eight week session.
How do I apply for the Certificate program?
Please visit the Admissions page for information about the application requirements and the application process.
As an international student, am I eligible to apply for the Foundations of Finance Certificate program?
Yes, international students (students seeking F-1 visas) are eligible to apply to this Certificate program. For more information visit our International Student Admissions page.