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Investment Management and Chartered Financial Analyst (CFA®)

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.

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

Experiential Learning

  • SEED

Targeted Skill Sets

  • Portfolio management
  • Sales & trading
  • Research

Example Career Positions

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