Investments and Portfolio Management Certificate

Admission

The Graduate Certificate in Finance program is open to students with baccalaureate degrees in any field of study. Admission is limited to applicants who show high promise of success in business study. Admission criteria include, but are not limited to:

• Undergraduate grade point average (Both overall coursework and upper division coursework are considered.),
• Graduate Management Admission Test or Graduate Record Examination score,
• Professional/business experience as evidenced by such factors as a record of employment at increasing levels of responsibility, and
• Professional references.

Program admission requirements and offerings are subject to change. Contact the Graduate Business Programs office for updated information.

Curriculum Requirements

Candidates for the Investments and Portfolio Management Certificate must complete the foundation courses  and 15 hours of advanced study. The last 12 credit hours must be taken at The University of Tulsa. A maximum of 3 prior graduate credit hours may be applied toward the Investments and Portfolio Management Certificate.

Foundation Courses

Foundation courses  must be completed before enrollment in required courses or electives.

Students with prior coursework or equivalent learning may be eligible for waivers from one or more foundation courses. An initial waiver evaluation of available transcripts is completed at the time of application. A student may be granted a waiver if he/she has successfully completed courses in accounting, managerial economics, statistical analysis, and basic calculus within the last six years with grades of A or B.

Required Courses (12 hours)

• FIN 7003 Financial Theory
• FIN 7023 Investment Analysis and Management
• FIN 7033 Derivative Securities
• FIN 7053 Portfolio Management

Elective Courses (3 hours)

Chosen from the following courses:

• ACCT 7333 Advanced Financial Reporting and Analysis
• FIN 6113 Student Investment Fund
• FIN 7073 Empirical Methods in Finance
• FIN 7093 International Financial Management
• FIN 7123 Enterprise Risk Management
• FIN 7133 Advanced Topics in Risk Management
• QM 7003 Business Decision Models