Certificate in Investment Management

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.

Format:
Wednesdays
On Campus
Or Live Virtual

Date/Hours:
Feb. 7 - Mar. 27, 2024
7:00pm - 10:00pm
21 Hours - PDUs
2.1 CEUs

Sessions:
7

Price:
$1,200

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.

CURRICULUM DESCRIPTION

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

IDEAL CANDIDATE

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.

BOOKS AND MATERIALS

Materials are included in Program tuition.

FACULTY

Benjamin London

FAU Instructor

Benjamin London CFP^®, ChFC^®, CLU^®, CEPA^®, AEP^®, currently is a Sales Vice for Capitas Financial, INC. in the South Florida market. With more than 17 years of experience, Ben is an accomplished Insurance, Estate, & Financial Planning professional. Ben is A member of the Morgan Stanley Smith Barney Insurance Specialist Team. His key responsibility is to provide unbiased insurance and Estate planning solutions to the Firm’s clients.

Prior to joining Capitas, Ben served as the Managing Senior Sales Vice President for Highland Capital Brokerage, Inc. and was responsible for the creation and management of the Highland’s South Florida operations.

REQUEST INFORMATION NOW

FAU Executive Education - Certificate in Investment Management

Florida Atlantic University College of Business Office of Exec Programs - Inquiry Form

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Robert Munoz

Program Coordinator

(561) 297-2571

Email

RMunoz@fau.edu