The Certificate in Integrated Investment Management is intended for those business majors whose career interests lie in the investment management industry.  The required courses are designed to provide these students with the fundamentals of investment management and a broader business perspective of the investment management industry. After completing this certificate students will be able to:

• Apply the principles of financial analysis to issues specific to the investment management industry, including the valuation of financial assets using fundamental analysis, the use of technical analysis for asset selection, and trading of assets in financial markets.
• Describe the role of each of the four major functional areas (accounting, finance, management, marketing, and information technology) in the investment management firm and illustrate the contributions of these areas to the success of the firm.
• Explore the legal and ethical environments within which investment management firms operate.
• Analyze financial statements and show their relationship to security valuation.
• Identify personal and professional skills necessary for success in the investment management industry.

In addition to three required courses, students seeking the certificate will also choose two elective courses best suited for their personal career choices.  These courses are designed to provide further knowledge in specific functional areas.

Students enrolled in the Certificate program will have the opportunity to apply their discipline-specific knowledge to the management of the College’s Student Investment Portfolio (SIP).  This portfolio is actively managed by finance majors enrolled in FINAN 653 (Security and Portfolio Analysis).  These students make all investment decisions for the portfolio.  The Certificate program will allow interested business students from all majors in the College to participate in and interact with the SIP.  By integrating the SIP within the Certificate program, students will be able to apply knowledge within their specific functional area (accounting, finance, management, marketing, and information technology) to the management of the portfolio.

Students who have earned this Certificate will be able to distinguish themselves by demonstrating competency in the investment management industry, thereby enhancing their ability to better compete for jobs within the investment management and financial services industries.