Curriculum: Investment Management Graduate Certificate

Next Term Application Deadline

08.07.2023

Total Credits

Next Term Starts

08.21.2023

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Curriculum at a Glance

The certificate includes five core courses of which a student may take four courses depending on admission status (MBA or non-MBA student). The prerequisite Foundations in Accounting and Foundations in Finance courses are required for students without a finance background.

Investment Management Certificate curriculum:

Prerequisite, 2 courses
Core, 5 courses

To learn more about our coursework, review a sample curriculum.

Course	Title / Description	Credit
ACCT 7000	Foundations in Accounting Course: ACCT 7000 Credit: 2 This course educates students in the fundamentals of finance and accounting. The methods covered are used extensively throughout the MBA program. Topics include: the accounting process that results in the preparation of financial statements for external users, techniques for analyzing a basic set of financial statements, using accounting information to support management decisions, and using time value of money techniques to evaluate capital asset decisions. (MS Accounting students cannot earn credit by taking this course.) This course cannot be used as an elective course for Lindner College of Business Master's programs.	2
FIN 7000	Foundations in Finance Course: FIN 7000 Credit: 1 Upon completion of this course, students should be able to: 1. Apply concepts and perform Time Value of Money calculations 2. Understand differences in interest rates (due to differences in risk, horizon, and compounding) 3. Use present value calculations to solve bond pricing and risk applications 4. Use present value calculations to solve stock valuation applications This course cannot be used as an elective course for Lindner College of Business master's programs.	1
FIN 7041	Investments Course: FIN 7041 Credit: 3 This overview of investment analysis presents a comprehensive study of the theory and practice relevant to investment management. The course details the structure of markets, asset classes, and types of investment companies. Portfolio theory and asset pricing are a major focus of the course. A broad range of securities are analyzed including equities, bonds, and options; but for most topics the main focus will be on equity, leaving advanced fixed Income and derivatives topics to other courses. Many of the concepts covered are included in the body of knowledge leading to the CFA designation.	3
FIN 7037	Fixed Income Course: FIN 7037 Credit: 3 This course examines fixed-income markets, with an emphasis on the pricing and risk of fixed income securities, derivatives, and portfolios. Bond immunization and trading strategies will be discussed with an in-depth coverage of both Treasury and Corporate Debt Securities. We will explain how Federal Reserve uses monetary policy to influence the term structure of interest rates. This course helps students to establish a solid foundation in understanding fixed-income securities and furthermore to apply such knowledge to real-world investment decisions in bond markets.	3
FIN 7035	Equity Analysis Course: FIN 7035 Credit: 3 This course is about the analysis of financial information--particularly, but not limited to, a firm's financial statements--for making decisions about investing in a business. The primary focus is on equity (share) valuation, with some attention given to credit evaluation and the valuation of debt. The methods of fundamental analysis will be examined in detail.	3
FIN 7037	Fixed Income Course: FIN 7037 Credit: 3 This course examines fixed-income markets, with an emphasis on the pricing and risk of fixed income securities, derivatives, and portfolios. Bond immunization and trading strategies will be discussed with an in-depth coverage of both Treasury and Corporate Debt Securities. We will explain how Federal Reserve uses monetary policy to influence the term structure of interest rates. This course helps students to establish a solid foundation in understanding fixed-income securities and furthermore to apply such knowledge to real-world investment decisions in bond markets.	3
FIN 7042	Options and Futures Course: FIN 7042 Credit: 3 The principal objective of this course is to provide a detailed examination of options, futures, forwards, and swaps. By the end of the course students will have a good knowledge of how these contracts work, how they are traded, how they are used, and how they are priced. A major emphasis in the class will be on how derivative instruments are used by financial institutions in light of recent economic events.	3