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
| Code | Title | Hours |
|---|---|---|
| FIN 550 | Shareholder Value Management (Must be completed before the upper-level courses) 1 | 3 |
| FIN 575 | Fundamental Financial Analysis | 3 |
| FIN 610 | Security Analysis & Investment | 3 |
| FIN 613 | Applied Investment Management | 3 |
| Total Hours | 12 | |
- 1
Students in an SJU 4 + 1 program who were waived out of FIN 550 based upon earning a grade of B or higher in FIN 300 must replace FIN 550 in this certificate with FIN 602.