Investment Management Certificate

Acquire the knowledge and skills to thrive in a career as a professional in the investment management industry.

Program Overview

Learn and explore 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).

The investment management certificate program is ideal for professionals looking for a career transition into an investment management position, and for recent graduates who are planning to pursue a finance career. Courses are offered 100% online, with the option to seamlessly transition credits into our full MBA program with a specialization in investment management.

Upon completion of the certificate program, you'll be prepared to sit for credentialing exams such as the Securities Industry Essentials (SIE exam), FINRA Series 65, and the CFA level I exams.

Program Options for Investment Management Certificate

View our academic catalog for Loading... for the investment management certificate.

Complete the certificate in investment management and transition into the MBA program in finance. All coursework from the certificate will transfer into the master's program.

Admissions Information

Your application to our certificate in investment management consists of two parts: a complete online application and the $35 application fee.

For admission consideration, we require you to have an undergraduate degree with minimum GPA of 2.7.

We use a rolling admission format, meaning you can apply when it's convenient for you. We do recommend that you apply multiple weeks prior to the semester you'd like to begin the program; this will give us enough time to process your application.

You can start during any semester: fall (late August), spring (mid-January), or summer (mid-May).

Program Highlights

Here, you'll take the inside track to a versatile finance career in investment management.

Graduate Student Growing Their Career

Fuel Your Career Growth

Whether you want to elevate your finance career or break into the investment management field, you'll achieve your goals here. 

  • Our curriculum covers a large portion of the body of knowledge in credentialing and licensure exams, such as the Securities Industry Essential exam (SIE), FINRA Series 65, and the CFA level I exams.
  • All certificate credits seamlessly roll into our flexible MBA program. With just seven additional courses, you can earn a certificate and an MBA. 
  • Recent STEM graduates can use this certificate to meet the growing demand for financial services professionals with a science, engineering, technology, or mathematics background. 
Two computer programmers working on a project in a computer lab

Graduate with Industry-Wide Perspective

A rare combination of courses, along with our state-of-the-art finance lab, will leave you with industry-wide knowledge and skills.

  • You'll learn how to manage a portfolio (institutional perspective) and explore how people behave when making financial decisions, including those that influence investment and retirement (individual perspective). This dual perspective will set you apart in the workplace, in interviews, and in your next leadership role. 
  • You'll become familiar with industry applications for equity research, financial data analysis, and portfolio management. Applications such as Bloomberg Professional Services, Standard and Poor’s Capital IQ, StockTrak, SAS, and SAP suites of analytic products are integrated into the curriculum.
Business profesoor mentoring student

Learn From Industry Insiders

You'll learn from CFA- and CFP-certified faculty who infuse their on-the-job experience into their teaching. Invested in your success, these professors will help you achieve your specific career goals. Each step of the way, you'll benefit from opportunities to learn industry insights and connect with professional networks in the field. 


Babatunde O. Odusami
Associate Professor

At the SBA, we are committed to ensuring that what you learn is immediately useful to you. In our classes, we provide multiple dimensions of the topics using real-world implications of financial concepts. We also teach our classes using the same tools and methods that are used by current financial professionals. Our goal is to help our students build a portfolio of competencies that will enhance their careers.

Your Inside Track to Success

Your Inside Track to Success

Your path to a powerful career begins with our investment management certificate.

Recent Employers & Industry Connections

  • J.P. Morgan Chase
  • BNY Mellon
  • PwC
  • Vanguard

Outlook & Outcomes

Potential Careers

  • Portfolio Manager
  • Financial Advisor
  • Budget Analyst
  • Stockbroker
  • Investment Banking

Industry Growth

Employment of financial managers is expected to grow by 15% from 2019 and 2029, much faster than the national average for other occupations. 

Source: Bureau of Labor Statistics

Avg Salary Portfolio Manager


per year

Source: CFA Institute

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Next steps to apply

We’re glad you made the decision to apply. All applications and supplemental materials are submitted through the online application system. There is a $35 application fee to apply to Widener.

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