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certificate

Investment Management and Analysis

Learn advanced investment strategies for managing retirement funds or corporate assets. Acquire the skills to expertly compare investment options, learn how to measure and manage risk, avoid behavioral biases, and create a well-balanced portfolio. Formats: Online | In-Person

This program is perfect for...

  • Financial professionals looking to advance to roles such as financial analyst or investment analyst
  • Finance or business school graduates wanting to expand their capabilities
  • Those considering the CFA®, CMA®, and FPAC (formerly FP&A) Certifications

What you can learn.

  • Learn the principles of industry analysis, ratio analysis, and value investing
  • Understand the risks and rewards of asset classes outside of the traditional categories of stocks and bonds
  • Analyze biases that cause people to make poor investment decisions, and how to avoid those behaviors
  • Study hedge funds, private equity, structured products/derivatives, and real assets
  • Collect and analyze data to discover the sources of risk and return, informing investment strategy and balanced portfolios

Level Up in Investment Management and Analysis

computer screen with stock prices and graphs

Learn the art of successful investment strategy, balancing risk and return, using time-tested systems of analysis, and avoiding biases that stand in the way of smart decisions. Learn how value investing helped create intelligent investment decisions by investors like Benjamin Graham and Warren Buffett on their ways to massive wealth. Also, discover what alternative investments are out there other than stocks and bonds – commodities and gold, to name a few. Whether you’re handling a company’s retirement funds or investing corporate assets, you’ll benefit from courses like Behavioral Finance, Security Analysis and the Science and Art of Investing. 

Our courses are taught by proven experts in the investment field, who help UCLA Extension students develop an analytical approach with a technical understanding of growth and profitability. Advanced topics mean fellow students are also working financial professionals, which offers valuable networking opportunities as a bonus to the new skills you’ll acquire.

Format: This certificate can be completed 100% online or in-person. 

Duration: Complete the program in as little as 6 months. Typical pace is one year. Start any quarter.

 

Courses

Click below to view the required and elective courses, if applicable, for this program.

Required Courses
MGMT X 433.02
Typically Offered: Fall, Winter, Spring
MGMT X 430.137
Typically Offered: Fall, Winter, Spring
MGMT X 430.326
Typically Offered: Winter, Summer
MGMT X 433.032
Typically Offered: Fall, Winter, Spring, Summer
Internship Course (Optional)
MGMT X 430.136
Typically Offered: Fall, Winter, Spring, Summer

Prerequisites

Completion of the Finance Certificate, or similar education or professional experience. 

Estimated Cost Breakdown

All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.

Application & Candidacy Fee

200.00

Estimated Program Tuition

3420.00

Estimated program textbook/materials

625.00

*The Application & Candidacy Fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits.

**Federal Financial Aid Gainful Employment Disclosures

The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.

An internship in finance is an opportunity to gain practical experience with leading firms and companies covering a variety of finance and investment-related job functions for a minimum of 120 hours. 

Learn More

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

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