2026-2027 Graduate Catalog
The University of Wisconsin-Green Bay Finance program is CFA®-affiliated University. The Willie Davis Finance and Investment Lab is a state-of-the-art facility. Its cutting-edge educational & research databases can be accessed remotely. This certificate’s body of knowledge is aligned to internationally recognized Chartered Financial Analyst (CFA®) program curriculum, and the certificate’s contents use our Finance Lab’s remote capability to provide hands on practical finance education. This also helps leaders and managers make financially informed business decisions. The certificate is designed for working professionals or seeking a career in investment and financial analysis. After completing the certificate, you will be fluent in financial analysis, investment analysis, fixed income security analysis and portfolio management.
In addition, enrollment in this certificate program qualifies a student to take an optional 3-credit, Student Managed Investment Fund. Students in the course manage real money by working as part of a team of student analysts and portfolio managers. WDFIL’s available tools are key components of managing the student-run fund.
| Code | Title | Credits |
|---|---|---|
| Graduate Certificate | 9 | |
| Required: | ||
| Principles of Investment | ||
| Fixed Income Securities | ||
| Security Analysis and Portfolio Management | ||
| Total Credits | 9 | |
Admission Requirements
The Office of Graduate Studies sets minimum standards for admission requirements to all graduate programs. Please consult this section of the catalog to review requirements for admission, including the official transcripts you must submit.
In addition to the minimum requirements, this program also requires the following:
- 2.75 grade point average. Applicants with a GPA of less than 2.75 may be considered for provisional admission.
- International students should consult the Office of Graduate Studies requirements for all international applicants in the front of the catalog.
Note: Students who are already in the MS Management or MBA degree program do not need to apply to this certificate. You may fill out a form, instead, Graduate Certificate Declare Form.
Progress to Completion
- Candidate applies to this certificate program by submitting the appropriate materials.
- Candidate is admitted to the certificate program by the UWGB Program Chair.
- Student fulfills the program course requirements.
- Students completing a graduate degree program at UWGB will have the certificate posted to their transcripts upon conferral of their graduate degree.
NOTE: Graduate students who are already admitted to a degree program who wish to be enrolled in a certificate aligned with the degree are able to submit a Graduate Certificate Declaration form in lieu of this admission process (steps 1 and 2 above).