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Investment Management and Analysis

Colleagues analyzing data together

Learn advanced investment strategies for managing retirement funds or corporate assets and acquire skills to expertly compare, measure and manage risk, avoid behavioral biases, and create a well-balanced portfolio.

Courses
4 Required
Methods
Online
F-1 Visa Eligible

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Please note:

This certificate program is no longer accepting new students. Current certificate students who had applied prior to this closure may contact our Advising Team via advising@uclaextension.edu for guidance on program completion.

This program is perfect for...

Financial professionals looking to advance to roles such as financial analyst or investment analyst
Finance or business school graduates wanting to expand their capabilities
Those considering the CFA®, CMA®, and FPAC (formerly FP&A) Certifications

What you can learn.

Learn the principles of industry analysis, ratio analysis, and value investing
Understand the risks and rewards of asset classes outside of the traditional categories of stocks and bonds
Analyze biases that cause people to make poor investment decisions, and how to avoid those behaviors
Study hedge funds, private equity, structured products/derivatives, and real assets
Collect and analyze data to discover the sources of risk and return, informing investment strategy and balanced portfolios

Level Up in Investment Management and Analysis

Learn the art of successful investment strategy, balancing risk and return, using time-tested systems of analysis, and avoiding biases that stand in the way of smart decisions. Learn how value investing helped create intelligent investment decisions by investors like Benjamin Graham and Warren Buffett on their ways to massive wealth. Also, discover what alternative investments are out there other than stocks and bonds – commodities and gold, to name a few. Whether you’re handling a company’s retirement funds or investing corporate assets, you’ll benefit from courses like Behavioral Finance, Security Analysis and the Science and Art of Investing. 

Our courses are taught by proven experts in the investment field, who help UCLA Extension students develop an analytical approach with a technical understanding of growth and profitability. Advanced topics mean fellow students are also working financial professionals, which offers valuable networking opportunities as a bonus to the new skills you’ll acquire.

Format: This certificate can be completed 100% online or in-person. 

Duration: Complete the program in as little as 6 months. Typical pace is one year. Start any quarter.

 

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Get Started

Step 1: Enroll in a Course
Courses in this program are open enrollment and paid for individually. You may take courses without committing to the program.
See Courses
Step 2: Become a Candidate
Establish candidacy in the program to receive tailored information, lock in course requirements, and access exclusive student benefits. Registration fees vary by program and are listed under Cost and Fees.

Cost and Fees

All courses in this program are paid for individually, unless otherwise noted. An application form is required to establish candidacy in this program. From the 'Apply Now' button, complete the online application and pay the application fee if applicable.
Application and Candidacy Fee
$200
Estimated Textbooks and Materials
$625
Estimated Program Tuition
$3620

Payment Options

  • Not eligible for VA Benefit
  • Federal Financial Aid is not available

Required Courses

Customize your experience

Internship Course (Optional)

An internship in finance is an opportunity to gain practical experience with leading firms and companies covering a variety of finance and investment-related job functions for a minimum of 120 hours. 

Learn More

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