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School of Continuing Studies | University of Toronto

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Certificate in Financial Analysis & Investment Management

The primary objective of this program is to take students who are beginning their studies in analytical finance to a point where they become capable of performing relatively complex financial and investment analyses. It is designed for people who wish to advance their career in investment banking, equity research, portfolio management, and management finance. Although the courses featured in this program have particular relevance to those pursuing careers in the financial investment sector, the skills taught are also transferable to other sectors.

Certificate Requirements

The Financial Analysis and Investment Management Certificate consists of five required courses, which, in conjunction with additional self-study of the CFA Institute’s Ethical and Professional Standards, helps to prepare students to write the CFA Level I exam. The school also offers Passing the CFA Exam that helps students to pass the Chartered Financial Analyst (CFA) exam with the first attempt.

Required Courses

SCS 0984 Accounting: The Fundamentals
SCS 0082 Business Economics
SCS 0084 Capital Markets, Asset Valuation and Portfolio Management
SCS 0083 Corporate Finance and Performance Analysis
SCS 0081 Quantitative Methods for Business Management

Notes: Students have three years from the start date of their first course to complete this certificate.
Prior Learning Assessment (PLA) may be granted for one course in this certificate, either SCS 0984 Accounting: The Fundamentals or SCS 0082 Business Economics.

Upon completion of your certificate requirements, you must request your certificate by submitting a Certificate Request Form. Click here to complete the form online or download the PDF version here.