Executive Education

Certificate in Investment Management

Elevate your career in finance today!

Florida Atlantic University is a premier provider of finance education programs covering the core concepts of Finance and Investing.

There are few things more important than understanding your resources and determining where and how to invest. FAU's Certificate in Investment Management introduces you to the fundamentals of investing and will expand your knowledge of the market, investment techniques and strategies, diversification and the investment philosophies of great investors.

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Format:

Thursdays On Campus Or Live Virtual
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Date?Hours:

February 4- March 25, 2027 7:00pm - 9:00pm 14 Hours 1.4 CEUs
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Sessions:

7
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Price:

$1,200 **EARLY BIRD: Register and pay by Dec. 31, 2026 and pay only $1,080.00!

Course Benefits

The Certificate in Investment Management Program provides participants with the knowledge and skills necessary to understand the market and investment decisions. Those completing the certificate will have an outstanding foundation for investment and portfolio management. Participants learn investment techniques and gain foundational market knowledge in traditional lecture style class settings.

Participants who take this course will focus on:

  • The difference between stocks, bonds, mutual funds, ETFs, Hedge Funds and private equity funds
  • The concept of margin of safety and the value investing philosophy
  • The basics of discounted cash flows and valuation techniques
  • The financial crisis: the causes, the consequences and the long-term impact basic investment strategies and theories
  • The investment philosophy of great investors the difference between risk, uncertainty and certainty
  • Short selling, hedging and various market risk mitigation techniques
  • What is an asset bubble – their characteristics and causes
  • The basics of diversification and the development of asset allocation models
  • The portfolio management process
  • How to select a financial advisor and judge his/her performance
  • The differences between volatility and capital impairment when assessing risk
  • How to value a stock, bond or preferred stock
  • How to evaluate mutual funds, REITs, MLPs, or ETFs
  • Which assets should be placed in taxable accounts versus tax deferred accounts
  • Investment heuristics and how to identify and avoid typical investment biases
  • Case studies of real world investments by professional investors

Individuals who are interested in becoming more familiar with basic investment principles and practices and learning the latest investment strategies and practical approaches to investment management.

Materials are included in Program tuition.

Faculty

Benjamin London

Benjamin London

College of Business

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Boca Raton Campus

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Certificate in Investment Management

Contact

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Robert Munoz

Program Coordinator
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College of Business: Executive Education

The Florida Atlantic University's College of Business offers executive education degrees and professional development for professionals who want to master their management skills and advance their careers in today's competitive marketplace. We also offer corporate and customized programs for organizations seeking to raise their employees to new levels of leadership and innovation.

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Executive Education

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College of Business
777 Glades Road, Building 103
Boca Raton, FL 33431

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