The Investment Management Certificate (IMC) is designed to offer business students the opportunity to enhance their major field of study in finance (or additional major including finance) with an additional certificate in investment management. Students completing the Investment Management Certificate will have coursework in investment-related subjects and four special courses comprising intensive research and real-time practical training in investment portfolio management. This training will utilize the David O. Nicholas Applied Finance Lab located in the Sheldon B. Lubar School of Business. Finance majors who complete this certificate will gain a substantial competitive edge in pursuing a career initially as an analyst and as an investment advisor, later as an investment portfolio manager, and possibly as a chief investment officer.
In addition to a rich curriculum, IMC students meet regularly with investment professionals during, and outside of, class for discussions of the funds, markets, and course topics. The Lubar School of Business is part of the prestigious Chartered Financial Analyst (CFA) Institute University Recognition Affiliation Program.
Students interested in the certificate program should contact Undergraduate Student Services, Lubar Hall N297, (414) 229-5271, firstname.lastname@example.org, to make a formal declaration of their intention. Students are encouraged to also contact Dr. Kevin Spellman (email@example.com), the director of the IMC program, for further information about the certificate program.
To obtain the certificate, a student must complete 18 credits of required coursework while fulfilling all requirements of the baccalaureate degree. It is recommended that students complete BUS ADM 301 and BUS ADM 451 prior to admission to the program. If not completed prior to admission to the program, BUS ADM 301 and BUS ADM 451 must be taken as co-requisites with BUS ADM 552. Due to the intensity of the coursework in the Investment Management Certificate, the program will be of most interest to students pursuing the finance major.
|BUS ADM 452||Applied Portfolio Management 1||3|
|BUS ADM 454||Analysis of Options and Futures 1||3|
|BUS ADM 551||International Investments 1||3|
|BUS ADM 552||Investment Management Practice II 1||3|
|BUS ADM 553||Investment Management Practice III||3|
|BUS ADM 554||Investment Management Practice IV||3|
A business student may count no more than 6 credits from a major towards the Certificate in Investment Management.
To apply to the Certificate in Investment Management program, students must be admitted to the Lubar School of Business, have earned a minimum B grade in BUS ADM 201 or BUS ADM 207, be eligible to enroll in BUS ADM 301, and have completed or be enrolled in BUS ADM 450. Admission is competitive and is based on cumulative GPA, quantitative-related course grades, personal statement, a possible interview and interview essay, interest in investments and finance, and other considerations.
Students completing the certificate also are required to have an internship experience prior to graduation from the certificate program. The internship experience must be approved by the IMCP director.
Students must complete all coursework required for the certificate with at least a 3.0 GPA to have the certificate posted on the transcript at graduation. At least half of the credits required for the certificate must be taken in residence at UWM. No courses may be taken on a credit/no credit basis.