Investment and Finance Certificate

The Investment and Finance certificate program prepares both individual and organizational financial managers to meet the challenges posed by today’s financial, economic, and accounting environments. Students learn best practices of financial analysis and decision making, and develop an in-depth understanding of international financial management.

At Plymouth State, you can take up to 12 credits before being admitted—so, you don’t need to apply in order to complete the Investment and Finance certificate, however there are minimum requirements that must be met in order for your certificate to be awarded.

    • Required Courses
    • 3
      A complete corporate financial management course. Content covers the classic areas of valuation, capital structure and budgeting as well as more specialized financial topics. Online version incorporates online course materials and exercises. Prerequisite: BU 5190 and Common Professional Component (CPC) competency in Business Finance.
    • 3
      Budgetary accounting and cost accounting including profit planning and control systems, budget process, cost systems, and their managerial applications. Prerequisite: Common Professional Component (CPC) competency in Accounting.

Plus choose two courses from the following:

  • 3
    Combines modern financial theory with the real world of finance. The objective is to provide concepts and tools for practical investment analysis and portfolio management. Topics include: security markets, tax environment, risk, fixed-income securities, common stock valuation, fundamental and technical analysis, concentrations, mutual funds, commodity and financial futures, portfolio theory. Emphasis is on successful strategies. Written case analysis. Subscription to Wall Street Journal required.
  • 3
    Various methods of entry into this industry are examined. The roles and methods of brokers, developers, investors, financiers, appraisers and managers are analyzed using financial models, economics and law. The goal of the course is to gain a working knowledge that may be applied by the individual or by an organization.
  • 3
    The basics of fund accounting and modified accrual basis are explored by looking at the different fund purposes, typical transactions, and examples of government reporting and disclosure. This course covers the core concepts, principles, and financial reporting for government and not-for-profit accounting, which varies significantly from financial accounting used in public and private financial reporting.
  • 3
    Designed to provide students with a working knowledge of the roles of commercial and central banking in the US economy. Topics of special interest include monetary policy, including interaction effects with fiscal policy; analysis of the role of monetary factors in our recent inflation-proof economy; and the significance to the domestic economy of international financial developments, particularly the role of the "Eurodollar." Of special interest is the recent inability of the banking system to compete effectively for funds with other financial intermediaries (especially money market mutual funds). Prerequisite: Common Professional Component (CPC) competencies in Economics and Quantitative/Statistics.
  • Total for Investment and Finance Certificate – 12 credits

Did you know that you can apply your Investment and Finance certificate credits toward your MBA?

By completing an additional six MBA courses, you can roll your Investment and Finance courses into a full 30-credit MBA. No admissions tests are required and financial aid is available for qualified students.

  • Additional MBA Core Courses – 18 credits
  • 3
    A review of theory and research findings in the field of organizational behavior, with emphasis on applications by practicing managers. Topics to be covered include perception, motivation, leadership, communication, group dynamics, conflict management and organization theory. Pedagogical techniques include case analysis, presentations, role plays and other experiential activities. Prerequisite: Common Professional Component (CPC) competencies in Business Ethics, Business Policies, and Legal Environment.
  • 3
    Today's business climate demands managers who can make decisions involving the best use of an organization's scarce resources under conditions that change rapidly. This course demonstrates the power of problem-solving insights and uses a cross-functional approach. Topics to be covered include strategic pricing using game theory, forecasting techniques and demand estimation, cost analysis, linear programming and optimization under various market structures. Prerequisites: Common Professional Component (CPC) competencies in Economics and Quantitative/Statistics.
  • 3
    A basic understanding of legal problems is expanded, analytical ability is developed, and an awareness of the presence of legal problems that surround the businessperson is explored. Freedom of choice, taxation, stockholder status, acquisitions and divisions, antitrust, employment, administrative law, and bankruptcy are covered as time allows. Prerequisite: Common Professional Component (CPC) competency in Legal Environment.
  • 3
    Examination of the nature and structure of decision-making in the midst of uncertainty. Formal techniques for measurement of risks and rewards are applied to case studies based chiefly on production systems. Concludes with a survey of current techniques for operations analysis, planning and control. Prerequisites: Common Professional Component (CPC) competencies in Management and Quantitative/Statistics.
  • 3
    The objective of this course is to help students develop a broad understanding of marketing techniques, strategies and tactics employed by the marketing manager. This course will cover the use of the 'marketing mix' elements as they pertain to the planning and implementation of the marketing plan. Prerequisites: Common Professional Component (CPC) competencies in Management and Marketing.
  • 3
    From a decision-makers point of view, students will participate in a seminar involving middle and upper-level managerial responsibilities, as well as discussions concerning 'state-of-the-art' methodologies appropriate to all levels of management. Case studies and group projects will be combined with informal lectures and discussions involving such areas as strategic planning, action planning techniques, policy-making, managerial ethics, decision-making methods, control systems and the integration of all resources for optimum performance. Prerequisites: BU 5190, BU 5120, BU 5210 and Common Professional Component (CPC) competency in Economics.
  • Total for MBA in General Management with a certificate in Investment and Finance – 30 credits minimum

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