Portfolio Management Graduate Certificate

13 semester hours of credit (5 courses)

Graduate Certificate Banner

The College offers a Portfolio Management Graduate Certificate for students who wish to pursue the highest level of education possible via a structured research-based environment. This program is designed for the true professional, enabling you to not only better serve your clients, but to also have more confidence in the guidance that you do provide. Develop real-world critical thinking and problem-solving skills that are immediately applicable in your practice. Classes last for 8 weeks each and meet 5 times per year.

Required Courses:

COM500 Communication & Research Techniques

Credit Hours: 1 hrs

COM500 Communication & Research Techniques for Master’s Students

This one-credit course provides a basic introduction to Internet research, the APA Style and Publishing Manual, use of the College website, and the University Library.

PFP512 Investment Planning

Credit Hours: 3 hrs

PFP512 Investment Planning

This course covers a variety of investment vehicles that can be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, and portfolio performance evaluation.

PFP550 Portfolio Management for Personal Financial Planners

Credit Hours: 3 hrs

PFP550 Portfolio Management for Personal Financial Planners

The investment planning process between a financial planner and a client is covered in detail. The course covers the theory of investment management, security valuation, and portfolio management, including the analysis of risk and return and portfolio performance evaluation. The course exposes you to a balanced presentation of both the theoretical and practical aspects of investment management through analysis of a case study in personal investment management.

PFP552 Alternative Investments

Credit Hours: 3 hrs

PFP552 Alternative Investments

This course takes a comprehensive look at various techniques and alternative investment designed to provide portfolio diversification, and their effectiveness. Alpha and beta drivers, real estate, hedge funds, commodities, private equity, and derivatives are covered. The course also analyzes the historical growth patterns and valuation models utilized in both domestic and global alternative investment markets.

PFP554 Behavioral Finance and the Psychology of Money

Credit Hours: 3 hrs

PFP554 Behavioral Finance and the Psychology of Money

This course explores behavioral finance and its impact on creating portfolios. Various biases are explored, and then applied to real-world case studies. Also explored is the psychology of money, which looks at how individuals think of money, and how past experiences can impact how they view and handle money on a day to day basis – this includes exploring money scripts and money disorders.

Pricing

1 Credit Hour Course

$400

3 Credit Hour Courses

$1200

Student Loans are available

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College’s highly qualified faculty is available via telephone or e-mail to support you in your studies.

Certificate Program Start Dates

  • Tue
    21
    Oct
    2014
    Mon
    15
    Dec
    2014

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    06
    Jan
    2015
    Mon
    02
    Mar
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    17
    Mar
    2015
    Mon
    11
    May
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    26
    May
    2015
    Mon
    20
    Jul
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    04
    Aug
    2015
    Mon
    28
    Sep
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning