Online Investment Analysis Graduate Certificate

Designed for professionals already working in, or seeking positions in, investment research, risk management, security selection, and portfolio management, the online Graduate Certificate in Investment Analysis at Boston University’s Metropolitan College provides in-depth knowledge of investment strategies, asset valuation, and investment management. Graduates of the program will be prepared to excel at a variety of careers in finance involving analysis and valuation of financial assets as well as risk management.

Students will study the overall investment process as well as the key elements involved, such as asset allocation and security selection. They will obtain basic understanding of debt, equity, and derivatives securities such as options and futures contracts. Students will also learn about services provided by mutual funds and be able to construct portfolios with different risk levels.

The certificate in Investment Analysis provides students with an in-depth understanding of systematic and firm-specific risks, and how to reduce firm-specific risk by combining different securities in a portfolio. Additionally, students will study the capital asset pricing model (CAPM) concept; be able to calculate bond prices, accrued interest, promised yields, and realized yields; and understand active bond portfolio management. Moreover, students will learn how to value a firm using constant growth or multistage dividend discount models, financial statements, and financial ratio analysis.

Students who complete the Graduate Certificate in Investment Analysis will be able to demonstrate:

  • Understanding of the overall investment process and the key elements involved in the investment process, such as asset allocation and security selection.
  • Basic understanding of debt, equity, and derivatives securities.
  • Basic understanding of options and futures contracts.
  • Basic understanding of the services provided by mutual funds, and the ability to identify sources of information on investment companies.
  • The ability to construct portfolios of different risk levels, given information about risk free rates and returns on risky assets.
  • Full understanding of systematic and firm-specific risk, and how one can reduce the amount of firm-specific risk in the portfolio by combining securities with differing patterns of returns.
  • Insight on the concept and usage of the capital asset pricing model (CAPM).
  • Experience with the calculation of bond prices including accrued interest, promised yields, and realized yields.
  • Competence with active bond portfolio management.
  • Basic understanding of some of the macroeconomic factors that affect security prices.
  • Familiarity with the roles of fiscal and monetary policy in influencing interest rates and security prices.
  • The ability to value a firm using either a constant growth or multistage dividend discount model and the price/earnings ratio model; the ability to analyze a firm using the basic financial statements to perform ratio analysis.
  • The skills to calculate potential profits resulting from various option trading strategies and to formulate portfolio management strategies to modify the risk-return attributes of the portfolio; the skills to calculate option prices in a two-state world (via a simplified binomial model).
  • Comprehension of market timing, timing performance measures, and the problems that timing causes in performance measurement.

Why Choose BU’s Graduate Certificate in Investment Analysis?

  • Boston University certificate programs comprise just four courses (16 credits) and provide essential skills and capabilities in high-growth industry areas. Certificate programs also provide a pathway to Metropolitan College management degree programs.
  • The Investment Analysis certificate program offers the flexibility of online, on-campus, or blended study formats, ensuring that students can earn their credential the way that suits them the best.
  • Learning from expert faculty from MET’s Department of Administrative Sciences, students will gain the insights, critical thinking, and analytical skills needed to solve problems in today’s changing business landscape.
  • Online certificate programs share courses and instructors with MET’s master’s degree programs in management, ranked #9 among the nation’s Best Online Graduate Business Programs (Excluding MBA) by U.S. News & World Report in 2018.

Career Outlook

Financial Managers

7% increase in jobs through 2024

$117,990 median annual pay in 2015

Economists

6% increase in jobs through 2024

$99,180 median annual pay in 2015

Financial Analysts

12% increase in jobs through 2024

$80,310 median annual pay in 2015

Financial Examiners

10% increase in jobs through 2024

$78,010 median annual pay in 2015

Securities, Commodities, and Financial Services Sales Agents

10% increase in jobs through 2024

$71,550 median annual pay in 2015

Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2016-17 Edition

Tuition & Financial Assistance

Money Matters

Boston University Metropolitan College (MET) offers competitive tuition rates that meet the needs of part-time students seeking an affordable education. These rates are substantially lower than those of the traditional, full-time residential programs yet provide access to the same high-quality BU education. To learn more about current tuition rates, visit the MET website.

Financial Assistance

Comprehensive financial assistance services are available at MET, including graduate assistantships (up to $4,200 per semester), scholarships, graduate loans, and payment plans. There is no cost to apply for financial assistance, and you may qualify for a student loan regardless of your income. Learn more.

Curriculum

Boston University’s online Graduate Certificate in Investment Analysis consists of four required courses (16 credits).

Getting Started

To learn more or to contact an enrollment advisor before you get started, request information using the button below and tell us a little about yourself. Someone will be in touch to answer any questions you may have about the program and detail the next steps in earning your degree. You can also start your application or register for a course at Metropolitan College.