Program: Investment Management Certificate - Widener University

Apr 08, 2025

2025-2026 Graduate Catalog (Edited Version)

The Investment Management Certificate is a 12-credit graduate certificate that prepares students to thrive as professionals in the investment management and financial services industries. Students learn the inner workings of the investment management business from both the institutional perspective (portfolio management and fund operations) and the client’s perspective (behavioral finance and retirement planning).

This certificate is ideal for finance professionals looking for a career transition into an investment management position, and for recent graduates who are planning to pursue a career in the financial services industry. Students can use their knowledge to prepare for credentialing exams such as the Securities Industry Essentials (SIE), FINRA Series 63, 65 and 66, and CFA level I exams. The certificate is made up of existing MBA and MSTFP courses and will serve as a pathway into the Specialized MBA program.

Transfer of Credit

Academic credit earned in this certificate program is fully transferable to the MBA program, so students can opt to pursue the MBA degree at a later date.

Curriculum

FIN 604 - Securities Analysis and Investment Management 3 Credit(s)
FIN 620 - Mutual Fund Investments 3 Credit(s)
FP 646 - Psychology of Financial Planning 1.5 Credit(s)
TAX 640 - Retirement Planning 1.5 Credit(s)
FIN 650 - Seminar in Financial Regulatory Practices 3 Credit(s) or Elective approved by Program Director 3 Credit(s)

Total Credits: 12

The program of study that appears here applies to students who were admitted for the summer session of this catalog year and later. Students admitted prior to that term should select the appropriate catalog year of their admission. Choose previous catalogs from the Home, Graduate, or Undergraduate Catalog Page at http://Catalog.widener.edu.