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Investment Management and Chartered Financial Analyst (FCFA)

Welcome to Investment Management and Chartered Financial Analyst

91-94%

EMPLOYMENT RATE
2020-2024

$60K-$70K

STARTING
SALARY RANGE

WHAT IS INVESTMENT MANAGEMENT AND CHARTERED FINANCIAL ANALYST?

This option is designed for students who are interested in pursuing a career in investment management. Career opportunities in investment management include working at institutional money management firms, such as mutual funds and insurance companies, as well as managing money for individuals and families. The CFA® certification, which one receives after passing all three of the CFA® exams, is a globally recognized professional certification for the investment management profession.

ACCOUNTING

  • Introduction to Business Analytics & Principles of Intelligence
  • Principles of Accounting
  • Introduction to Accounting Analytics
  • Intermediate Financial Accounting

BUSINESS INFORMATION TECHNOLOGY

  • Introduction to Business Statistics, Analytics & Modeling
  • Operations & Supply Chain Management

ECONOMICS

  • Principles of Economics

FINANCE

  • Survey of Finance and Career Planning
  • Introduction to Finance
  • Financial Analytics
  • Investments: Debt, Equity, & Derivatives  
  • Corporate Finance
  • Credit Risk Analysis
  • Legal & Ethical Environment of Business
  • Asset Valuation & Corporate Governance
  • Bank Management & Financial Services
  • Fixed Income Securities
  • Python for Finance
  • Financial Modeling in Excel
  • Equity Securities
  • International Financial Management
  • Managing Risk with Derivatives
  • Venture Capital & Investment Banking

MANAGEMENT

  • Foundations of Business
  • Principles of Management
  • Introduction to International Business
  • Strategic Management

MARKETING

  • Marketing Management
  • Principles of Management

Mathematics

  • Business Calculus

STUDENT KNOWLEDGE OUTCOMES

Asset and investment management on behalf of individuals, corporations, governments, and other institutions Understand stocks, bonds, derivatives, and international finance Preparation for the level 1 Chartered Financial Analyst® (CFA®) exam

TARGETED CURRICULUM

  • Portfolio management
  • Sales & trading
  • Research

EXAMPLE CAREERS

  • Research Analyst
  • Portfolio Manager
  • Wall Street
  • Investment Banking

CORPORATE FINANCIAL MANAGEMENT EMPLOYERS

Our graduates have gone on to work for firms such as Accenture, Amazon, Bank of America, Caerus Commodities, Capital One, Citi, Clarabridge, Compass One Healthcare, Deloitte, Deutsche Bank, EDF, Fannie Mae, Freddie Mac, Geico, KBR, KPMG, L’Oréal, Microsoft, Northrup Grumman, SEI, Tios Capital, Tradeweb, and Wells Fargo, among many more!

INTERNSHIP PLACEMENTS

Current students have been placed in a vast array of companies for their internships encompassing investment banking, consulting, energy and commodity trading, government, investments, financial planning, and corporations.

Meet Your Investment Management Faculty Lead: RANDY BILLINGSLEY

The faculty lead is available to all students in the major, providing academic advising, guidance, mentorship, and collaboration to support their academic and career decisions.