Portfolio Management Graduate Certificate

13 semester hours of credit (5 courses)

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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:


PFP502: Studies in Investment Planning

A wide variety of investment products are covered in this textbook-based course, including domestic and foreign securities, mutual funds, and fixed-income assets. Modern portfolio theory, risk and return, and company valuation are explored and calculated. Readings, discussion questions, quizzes, and assignments are required. You will need a financial calculator for this course.

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 investment risk and return and portfolio performance evaluation. The course exposes the student 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

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

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.


3 Credit Hour Courses


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

    Graduate & Certificate Programs Session

    College for Financial Planning

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