Dec 03, 2022  
2019-2020 Undergraduate Catalog 
2019-2020 Undergraduate Catalog [ARCHIVED CATALOG]

Integrated Investment Management Certificate

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.

Certificate Requirements

All students enrolled in the Certificate will take 9 credit hours of the core, and choose six credit hours from eligible electives.

Integrated Investment Management Core Courses (9 credit hours)

Course and Certificate Completion Notes

  • Students must earn a minimum of 2.5 GPA on courses taken to fulfill the requirements of the Certificate in Integrated Investment Management.
  • No more than 25% of total credit hours required for the certificate may be transfer credits. Students must earn at least 75% of credits that apply to the certificate from Kansas State University or an approved university affiliate of Kansas State University in a foreign country.
  • Students will be able to substitute FINAN 510 and FINAN 520 (both must be completed) for FINAN 500.
  • Credits: 3
  • and

  • Credits: 3
  • Certificate can be completed by degree seeking students at Kansas State University or obtained as a credential on its own (free-standing). Students who do not intend to become a candidate for a bachelor’s degree at Kansas State University must apply for admission as a non-degree, certificate-seeking student. Such students must submit the admission application, application fee, and transcripts. Applicants must provide documentation of high school or GED completion and, if college courses have been attempted, official transcripts demonstrating a cumulative GPA of 2.0 or higher for all post-secondary coursework. Students who later choose to pursue a bachelor’s degree must apply for admission as a degree-seeking student.

Total credit hours: (15)