Recent Employers
- J.P. Morgan Chase
- BNY Mellon
- PwC
- Vanguard
Graduate Program
Investment Management Certificate
A certificate in investment management will develop the knowledge and skills you need to make confident, ethical decisions when managing client portfolios.
At a Glance
Click to Open
Offered as
Certificate
100% Online
Credits
12
Avg. Time to Completion
1 Year
College/School
Explore the Investment Management Certificate
Our investment management certificate will guide you in exploring the ins and outs of the investment management business from both the institutional perspective—portfolio management and fund operations—and client perspective—behavioral finance and retirement planning.
The certificate in investment management is ideal for financial professionals looking for a career transition into an investment management position, recent graduates who are planning to pursue a finance career, and STEM professionals looking to elevate technical knowledge with financial insight.
Upon completion of the certificate program, you'll be prepared to sit for a range of credentialing exams or continue your education by seamlessly transitioning credits into our specialized investment management MBA. Either way, you'll, graduate with an adaptable skill set of best practices to innovate at your current role or transition to what's next.
Our School of Business Administration is accredited by the Association to Advance Collegiate Schools of Business.
Certificate in Investment Management Program Information
The investment management certificate is a 12-credit program that prepares students to thrive as professionals in the investment management and financial services industries. Knowledge gained from finance, financial planning, and taxation courses will prepare you for credentialing exams such as the Securities Industry Essentials (SIE), FINRA Series 63, 65 and 66, and CFA level I exams.
View our academic catalog for Loading... for the investment certificate.
All coursework from this business certificate will transfer seamlessly into the specialized Investment Management MBA.
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). Prepare to sit for credentialing exams such as the Securities Industry Essentials (SIE), FINRA Series 65, and the CFA level I exams.
See course catalog and contact us for more details.
Career Outlook & Outcomes for Investment Managers
Why Study Investment Management at Widener?
Fuel Career Growth
Pursuing a standalone graduate business certificate can introduce you to new skills while you decide if a master's degree is right for you. You can even stack this certificate with the business fundamentals certificate to reach your specialized investment management MBA.
No matter how you customize your degree, you'll find the skills you learn in your certificate program can be put to work immediately and ignite long-term career learning.
Prepare for Licensure and Professional Life
The investment management certificate 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.
You'll also become familiar with the industry applications for equity research, financial data analysis, and portfolio management that the pros use. 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.
Build a Network of Industry Insiders
Your education will stretch beyond the classroom as you build relationships with accomplished guest speakers, driven classmates, engaged alumni, and CFA- and CFP-certified faculty who infuse their teaching with the latest trends, technology, and thinking. As you get to know these industry insiders, you'll create a meaningful network of connections that will follow you long after graduation.
Business Highlights
Our Faculty
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.
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Admissions & Aid
Our admissions and financial aid teams are here to support you every step of the way. Have a question? Ask away!
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).
Widener transfer applicants follow the same application process as general applicants. After you apply, our admissions team will work with you to determine whether completed undergraduate and graduate coursework will count towards foundation/core courses that can be waived or substituted.
Widener University serves as a "second home" for students from around the world. We are located just outside of Philadelphia and close to New York City and Washington, D.C.—offering many unique professional and personal opportunities to explore.
Want to know what it's like to be an international student on campus or need assistance navigating English proficiency requirements? We're here to help, and our international admissions director will support you through the application process. This support doesn't end with admissions—our International Student Support team will serve as a valuable resource throughout your Widener journey—meeting Visa/immigration requirements, getting acclimated to campus, and much more.
How to Apply as a Graduate International Student
- Complete your online application
- Submit your official transcripts from all college/university post-secondary institutions. A course-by-course credential evaluation completed by a NACES certified organization will be accepted if the transcript is not in the English language.
- Fulfill the English Proficiency requirements
- If you require an F-1 visa, you must provide written proof you have adequate funding available to meet the expenses incurred while studying in the United States
Financial Aid
Because Widener is a private institution, we're able to offer financial assistance that brings our education within reach for individuals who might otherwise not be able to afford it.
You might be surprised how much we are able to offer.
Getting started is easy. Simply apply to Widener and submit your FAFSA to be automatically considered for scholarships and grants. "FAFSA" stands for the Free Application for Federal Student Aid and helps identify whether you are eligible for aid awarded by Widener, the government, and other sources. Our school code is 003313.
In order to receive a financial aid offer, students must meet certain eligibility requirements. Here are the general eligibility requirements for most financial aid programs:
- Must demonstrate financial need
- Be a U.S. citizen or eligible noncitizen
- Be enrolled or accepted for enrollment as a regular student in an eligible degree or certificate program
Learn more about applying for financial aid as a graduate student
Paths to Savings
85% of Full-Time Grad Students Receive Aid
Simply apply to Widener and complete the financial aid process to be automatically considered for scholarships and grants. Because Widener is a private institution, we are able to offer financial assistance that brings our education within reach for individuals who might otherwise not be able to afford it. You might be surprised at how much we are able to offer in assistance.
Applying For Financial Aid as a Graduate Student
In order to receive your part of the financial aid pie, all you have to do is submit your FAFSA. "FAFSA" stands for the Free Application for Federal Student Aid and helps identify whether you are eligible for aid awarded by Widener, the government, and other sources.
Employer Discounts & Tuition Reimbursement
Widener University also partners with many local organizations and corporations to offer discounted tuition and other incentives to their employees. Don't see your company on the list? Ask them to become a partner. In addition, employers often offer educational reimbursement benefits. We encourage you to explore these opportunities and will be glad to provide any necessary documentation.
20% Discount for Widener Alumni
(some restrictions apply)
If you graduated with a degree from Widener, you may qualify for a 20% tuition discount. The first step to see what you qualify for is to submit your application. Widener offers students many paths to savings, and while we don't offer "double discounts", we'll make sure you'll get the biggest financial benefit you're eligible for. Only students who have completed an associate's, bachelor's, master's, or doctoral degree are eligible. Students who have pursued a 4+1, 4+2, or 3+3 pathway, graduate assistantship, Widener-funded scholarship, or other tuition discount may not be eligible if the financial discount granted surpasses 20%.
Program Cost
Tuition rates are subject to change. Official costs for your first year will be determined at time of enrollment.
Graduate Admissions Office
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Hyatt Hall
14th St
Chester, PA 19013 - 610-499-4282
- gcs@widener.edu
School of Business Administration Graduate Programs Office
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Quick Center, Room 243
- 610-499-4305
- sbagradv@widener.edu
Jose Proenca
Associate Dean for Graduate Programs in the School of Business Administration
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Quick Center
Room 244 - (610) 499-4330
- jproenca@widener.edu