Applied Investment Analysis Certificate

Overview

The Applied Investment Analysis Certificate provides students with both a theoretical and a practical understanding of the portfolio construction and stock selection processes.  Topics covered include financial statement analysis, fundamental analysis, and stock valuation.

Learning Goals and Outcomes

Stakeholder Value/Functional:  Students will demonstrate understanding of financial concepts: the risk-return trade-off, the time value of money, cash flows vs. profits, efficient capital markets, and risk & diversification.

Problem Solving/Critical Thinking:  Students will analyze, synthesize, and evaluate information and data as the basis for solving problems and making decisions.

Interpersonal/Communication skills:  Students will demonstrate the ability to correspond effectively and persuasively in a business format, communicate effectively with individuals and within teams, and present to both individuals and groups clearly and convincingly.

Ignatian Values: Students will develop an understanding of--and the ability to apply--the following Ignatian values: a commitment to rigorous education and lifelong learning; an insistence upon ethical decision making; a desire for social justice; and a care and concern for others.

Practical Financial Knowledge: Students will learn how to: measure risk and estimate expected returns; analyze and value fixed income, equity, and derivative securities; use derivative securities in risk management applications; and construct portfolios suitable for various investor characteristics and objectives.

Requirements

FIN 550Shareholder Value Management (Must be completed before the upper-level courses) 13
FIN 575Fundamental Financial Analysis3
FIN 610Security Analysis & Investment3
FIN 613Applied Investment Management3
Total Hours12