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Investment skills are the foundation of any successful business venture. Individuals with the knowledge and experience to make informed investment decisions are highly valued contributors in businesses across the globe. For those already in the banking or investment industry, but looking for a different role with more responsibilities in the day to day operations or those wanting to make a career change into the finance field, our Investment Specialist Certificate will help you toward that career goal.

Learning Goals:

  • Apply ethical reasoning to financial scenarios
  • Describe the process of investing and portfolio construction
  • Recognize the characteristics between active and passive portfolio management
  • Analyze and evaluate the management of stocks, bonds, and derivatives
  • Analyze financial statements with a solid foundation in corporate finance
  • Recognize and solve real world financial problems.

Degrees & Certificates Offered

Academic Pathway

Students may use the Investment Specialist Career Certificate as a pathway to further their Business education in completion of the following Certificates and Degrees:


Find quarter class schedules

For more information contact:

Academic Focus Area  (AFA) Business Navigators and Advisors