Graduate Program Certificate:
Investments and Private Wealth Management
Learn how to build, manage, and analyze investment strategies for clients.
How do you design an investment strategy? What are advanced analytical techniques used by the financial pros every day?
In order to build a financial plan for an individual or family, you need to take into consideration the many challenges and unique circumstances they face. In this Certificate, you’ll learn the strategies and techniques of Private Wealth Management (PWM). You’ll develop the core knowledge and skills needed to design a personalized and effective approach to wealth management. The module also provides an in-depth look at securities markets and investment strategies, incorporating:
With an MBA-level specialization in Investments and Private Wealth Management, you will be a very attractive job candidate for Wall Street or the Fintech sector, in addition to investment firms and brokerages.
Careers in Investments &
Private Wealth Management
Valuation as the unifying principle of Finance. Topics include forms of business ownership, firm and project cash flows, time value of money, bond and stock valuation, capital budgeting, operating and financial leverage, risk and diversification, and the cost of capital.
Prerequisite: Accounting for Financial Reporting 53:010:502, Managerial Economics 53:135:500 unless waived.
The investment setting, organization, and functioning of securities markets. Efficient capital markets, modern portfolio management, asset pricing models, security valuation principles and practices, analysis and management of bonds and common stocks, derivative securities, and evaluation of portfolio performance.
Prerequisite: Financial Management 53:390:506
Prerequisite or Corequisite: Investments & Portfolio Management 53:390:540
This course explores recent innovations in the practice of Private Wealth Management. Specifically, it illustrates how the latest advancements in computation and data science enhance the practice of wealth management. The class is based on hands-on manipulation of financial data to construct custom investments portfolios. It covers the latest simulation techniques to investigate the robustness of various portfolio configurations for achieving a wide spectrum of financial planning goals.
Prerequisite: Private Wealth Management 53:390:545