UMass Boston

Investment Management & Quantitative Finance Certificate

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Learn to apply quantitative techniques to solve complex issues.

The Investment Management & Quantitative Finance graduate certificate* program offered by UMass Boston will provide you with a competitive advantage in the business of investment analysis and wealth management. The curriculum is designed to teach core quantitative methods and data analytic skills necessary to succeed in the current investment and wealth management profession.

*Course credit from a certificate will count toward a graduate degree should you choose to continue.

In this program, you will:

  • Develop a comprehensive understanding of investment management, financial markets, and quantitative methods
  • Build a strong foundation in financial theory and empirical research
  • Learn how to analyze financial data using statistical and computational methods
  • Develop skills in investment strategy development, portfolio management, risk management, and asset valuation
  • Gain an understanding of the legal, ethical, and regulatory frameworks that govern the financial industry

Career Possibilities

Analyze financial data, create models, and make recommendations to management on important decisions as a financial analyst. Take on the responsibility of advising companies and governments on mergers and acquisitions, initial public offerings, and other large financial transactions as an investment banker. Or, manage and invest funds on behalf of individuals, companies, and organizations as a portfolio manager. These are just a few of the possibilities.

Become a(n):

  • Financial Analyst
  • Quantitative Analyst
  • Risk Manager
  • Portfolio Manager
  • Investment Banker
  • Financial Advisor

Attend An Info Session   Start Your Application

Plan Your Education

How to Apply

Applicants must meet general graduate admission requirements in addition to the following program-specific requirements:

  • Statement of intent essay: This statement is your opportunity to show the graduate admissions committee why you wish to pursue graduate study, as well as your specific interest and goals.

Deadlines & Cost

Deadlines: June 15 for fall

Application Fee: The nonrefundable application fee is $75. UMass Boston alumni and current students that plan to complete degree requirements prior to graduate enrollment can submit the application without paying the application fee.

Estimate Your Program Cost: Get a feel for your expected program costs using the Graduate Program Cost Calculator.

Program Cost Information: For more detailed information on costs, please visit the Bursar's website.

Curriculum

Required Courses (6 Credits):

  • MBA AF 623 - Financial Modeling 3 Credit(s)
  • MBA AF 636 - Quantitative Analysis of Business Data 3 Credit(s)

Electives (9 Credits): Complete three from below.

  • MBA AF 622 - Global Portfolio Investment Management 3 Credit(s)
  • MBA AF 625 - Derivative Securities 3 Credit(s)
  • MBA AF 628 - Portfolio Analysis and Investment Management 3 Credit(s)
  • MBA AF 632 - Asset Management Practicum 3 Credit(s)
  • MBA AF 634 - Risk Management 3 Credit(s)

For more information on curriculum, including course descriptions and degree requirements, visit the Academic Catalog.

Graduation Criteria

Program Requirements

Complete 15 credits from five courses including two required courses and three electives.

Prerequisite: MBA AF 620 must be completed or waived prior to enrollment in the program.

Statute of limitations: Three years

Contact

Graduate Program Director: Mine Ertugrul
mine.ertugrul [at] umb.edu
(617) 287-7720

College of Management Graduate Programs
gradcm [at] umb.edu

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