Investment Management and Analysis
Investment Management and Analysis
Learn advanced investment strategies for managing retirement funds or corporate assets and acquire skills to expertly compare, measure and manage risk, avoid behavioral biases, and create a well-balanced portfolio.
Get More Info
This certificate program is no longer accepting new students. Current certificate students who had applied prior to this closure may contact our Advising Team via advising@uclaextension.edu for guidance on program completion.
This program is perfect for...
What you can learn.
Level Up in Investment Management and Analysis
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.
Get Started
Steps for enrolling and becoming a candidate are provided in this section.
Cost and Fees
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
Related Programs
Accounting
Gain a thorough understanding of accounting standards and principles to prepare for the new core Certified Public Accountant (CPA) Examination.
Personal Financial Planning
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.
Accounting Fundamentals
Gain essential accounting skills from experts with our four-course certificate—perfect for careers, credits, or business decisions.
Bookkeeping
Gain essential skills needed to be a successful bookkeeper, including accounting principles, payroll fundamentals, and QuickBooks.
Enrolled Agent Program
Learn tax laws, tools, and procedures from instructors who have worked or currently work for the IRS. Understand how to represent clients before the IRS nationwide while you prepare for the Enrolled Agent Exam.
Finance
Learn core aspects of financial theory and practice. This certificate is the foundation needed for students to meet the market demand for qualified financial professionals and a great starting point to advance your finance career.
Personal Financial Planning: Accelerated Online
This cohort-based, 100% remote program is designed to prepare experienced financial professionals for CFP® certification.
Pre-MBA Studies
Provides aspiring MBA students a solid foundation of business tools, concepts, and practices that are an essential part of most Master of Business Administration programs.
Gain a competitive advantage through an integrated curriculum that will lay the foundation for future studies. Strengthen your strategic, critical thinking, and business communication skills. Feel confident and fully prepared to enter grad school.
Get the support you need to ace the competitive admissions process. Students receive advising on university selection and graduate school application preparation.
Taxation
Learn essential core tax concepts, industry-relevant skills and technical know-how necessary for a career in tax preparation and representation.