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Finance Certificate

Regardless of the economic or social climate, management of financial affairs remains the foremost priority in any business. Consequently, an understanding of the principles for building and sustaining the financial health of a firm will strengthen the value of any professional involved in business.

The Professional Certificate in Finance is designed to augment an individual's current professional knowledge with a stronger foundation in business finance. The curriculum is patterned after the educational requirements for these highly regarded professional credentials: the Certified Management Accountant (CMA) as administered by the Institute of Management Accountants (IMA), and the Chartered Financial Analyst (CFA) as administered by CFA Institute as well as after the acclaimed Body of Knowledge developed by the National Investor Relations Institute (NIRI). (For information on credentials, testing sites and dates, and test preparation materials or services, contact either the IMA, the CFA Institute at (800) 247-8132, or the NIRI at (703) 506-3570.)

UCSD Extension's courses in finance are taught by qualified practitioners who teach applications as well as underlying rationale. They are offered in the evening so participants can gain additional knowledge and skills while continuing their full-time employment. The required courses must be taken in the sequence listed.

This program will benefit entry and mid-level accounting professionals, practicing CPAs, securities brokers, professionals in personal finance, general business managers, and technical or scientific personnel who wish to broaden and solidify their knowledge of finance.

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Certificate Course Matrix
Course Title Course Number Units FA WI SP SU
Prerequisite (These courses are strongly recommended for those who need a refresher in accounting concepts)
Financial Accounting for Non-Accountants
BUSA-40009
4
LLLL
Required Courses (ALL FOUR ARE REQUIRED - TAKE IN THIS ORDER)
Finance Management
BUSA-40439
4
LLLL
Financial Statement Analysis
BUSA-40130
4
LLLL
Financing Strategy: Sources of Capital and Business Plans
BUSA-4I026
3
LLLL
Financial Decision Making
BUSA-40435
3
L L 
Elective Courses (Completion of ten units is required)
Business Valuation
BUSA-40477
3
XXXL
Cost Accounting
BUSA-40049
4
LLLL
Enterprise Systems Evaluation and Management Issues
BUSA-40006
3
X X 
Federal Individual Income Taxation
BUSA-40047
4
LLXL
Finance Modeling
BUSA-40549
3
 X  
Finance Options/Derivatives/Risk Management
BUSA-40548
3
 L L
Financial Markets and Investment Strategies
BUSA-40014
4
L X 
International Finance and Capital Markets
BUSA-40162
3
LLLL
Introduction to Sustainability
BUSA-40729
3
L, OLL, OL, O
Organizational Dynamics
BUSA-40013
4
 L L
Security and Investment Analysis
BUSA-40124
4
   X
L=La Jolla M=Mission Valley O=Online R=Rancho Bernardo S=Sorrento Mesa X=Location TBA
Certificate Programs

To Register in the Certificate Program

Certificate registration is required to complete the program. Candidates are encouraged to register in the certificate program as early as possible to take advantage of program benefits. See Certificate FAQs for more information.

Certificate Section ID: 073909 Register Now!
Application Fee: $50
Contact: Business & Professional Programs, (858) 882-8038
E-mail: jmshort@ucsd.edu

Program Benefits

  • Career-oriented education to complement a college degree
  • A pre-planned and approved sequence of courses to guide individual study
  • Meaningful documentation of continuing education efforts to facilitate promotions or career changes
  • Networking opportunities with other professionals

Advisors

Dan Goldzband, MBA
Consultant

Alex Kane, Ph.D.
Professor of Finance
Graduate School of IRPS

Bruce Lehman, Ph.D.
Professor of Finance
Graduate School of IRPS, UCSD

Anil Pawar, Ph.D.
Consultant

Michael G. Willoughby, Ph.D., CFA
Professor of Economics
UCSD