Investment Management and Analysis Certificate Program

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.

Courses

4 Required

0 Elective

Methods

Online

F-1 Visa Eligible

Get More Info

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

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.

computer screen with stock prices and graphs

Get Started

Step 1: Enroll in a Course

Courses in this program are open enrollment and paid for individually. You may take courses without committing to the program.

See Courses

Have questions? Talk to an Academic Advisor

Step 2: Become a Candidate

Establish candidacy in the certificate program to receive tailored information, lock in course requirements, and gain access to exclusive student benefits. Registration Fee: $200

Apply Now

Important Note for International Students: Candidacy fees are included in your program fees and do not need to be paid separately.

View Dates & Program Fees for International Students

Cost and Fees

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 and Candidacy Fee

$200

Estimated Textbooks and Materials

$625

Estimated Program Tuition

$3620

Payment Options

Not eligible for VA Benefit
Federal Financial Aid is not available

Required Courses

Customize your experience

Internship Course (Optional)

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

Bookkeeping

specialization

Bookkeeping

specialization Gain essential skills needed to be a successful bookkeeper, including accounting principles, payroll fundamentals, and QuickBooks.

Gain essential skills needed to be a successful bookkeeper, including accounting principles, payroll fundamentals, and QuickBooks.

Corporate Finance and Financial Strategies

certificate

Corporate Finance and Financial Strategies

certificate Learn the latest methods and tools for business valuation, corporate budgeting, and financial forecasting in order to evaluate and recommend strategic financial decisions for your business. This program is perfect for those advancing into corporate financial planning and budgeting roles.

Learn the latest methods and tools for business valuation, corporate budgeting, and financial forecasting in order to evaluate and recommend strategic financial decisions for your business. This program is perfect for those advancing into corporate financial planning and budgeting roles.

Invested In Your Success

Have questions or need guidance?

Talk to an Advisor