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
Classes are held in conjunctions with the Master of Science in Financial Analysis program at the University of San Francisco Downtown campus. Each class meets once per week for four hours, making it possible to complete the certificate program in approximately five months (May to mid-August). Students take three courses for the first eight week session and two courses in the second eight week session.
- Official Transcript(s) – An undergraduate degree is required. Upload copies of transcripts from each accredited college or university attended to the online application. If admitted to the program, instructions for sending official, sealed transcripts will be provided.
- Required Foundation Courses – Microeconomics, Macroeconomics, Accounting, Probability and Statistics, Calculus courses, and knowledge of spreadsheet applications.
- Résumé – Submit a current résumé demonstrating relevant work experience.
- Letters of Recommendation – Two letters of recommendation are required. Enter the recommenders' email addresses directly into the online application for electronic submission. If the recommender must submit a hard copy letter by mail, please request that they complete this form to include with his/her letter.
- Statement of Purpose or Essay – A 500 to 1000 word essay about yourself, your background, and your short- and long-term professional goals is required. Please be sure to address why you have decided to pursue this certificate at the University of San Francisco. You may also want to include information about your family and personal interests.
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Applications received after the final deadline will be considered on a space-available basis.
Have questions? Please contact email@example.com to set up an appointment with an Admissions Counselor.
Tuition estimate below is based on the 2014-2015 academic year. All tuition rates are subject to change.
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