Mutual funds are critical building blocks of wealth for individuals and organizations—both of whom need knowledgeable fund managers to maximize value and achieve their long-term goals. When you earn your Graduate Certificate in Mutual Fund Management, you'll develop the skills you need to manage a portfolio of assets successfully—in just four or five courses.

Graduate Certificate in Mutual Fund Management Program Overview

  • Program Overview: 4–5 courses
  • Class Schedule: Monday–Thursday evenings at 5:20 p.m. and 7:30 p.m.
  • Time to Complete: 1 to 3 years

Part-Time Graduate Certificate | Typical program timeline

*Course offerings vary per semester.
*Starts in September or January. May be completed at a flexible pace but is usually completed in three semesters.

Unique Features

12 or 15

Credits may be applied toward a future MBA

Top 50

Among national universities (U.S. News & World Report)

The business learning you need

The business learning you need Opens in Modal
  • Learn the essentials of managing fund investments—including analyzing markets, assessing and managing risk, allocating assets, maintaining compliance, and following ethical standards
  • Specialize your studies with electives that are relevant to your goals, such as market analysis or fixed income securities
  • Build applied financial experience by joining the student management team of the 360 Huntington Fund—a real fund in Northeastern's endowment—and researching and presenting your own stock recommendations to a panel of your peers
  • Complete applied projects and analyze case studies—key components of Northeastern's practice-oriented approach to learning
  • Access expert career guidance from an experienced counselor at Northeastern's office of Employer Engagement and Career Design
  • Build the foundation for a future master's degree from Northeastern—you may be able to apply your earned certificate credits toward an eligible master's program

'Just In Time' Learning

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'Stackable' Credentials

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Admissions

  • Interview required? Upon request.
  • English language proficiency: English proficiency, both written and verbal, is necessary for success in D'Amore-McKim classrooms. For more information, review our admissions policies.
  • GMAT Required? No.
  • Where do I apply? Learn more here.
  • Prerequisite for admission? Undergraduate or graduate level finance major or minor or CFA certifications. If you don't meet the prerequisites, you can take additional bridge courses before starting the program.
  • Eligible for International Student Visa? No. This program is not F-1 visa compliant.

Part-Time Graduate Certificates

Application DeadlinesDecision NotificationsClasses Begin
Oct. 4, 2023Rolling BasisJanuary
Nov. 9, 2023Rolling BasisJanuary
Dec. 7, 2023Rolling BasisJanuary
Feb. 1, 2024Rolling BasisSeptember
March 21, 2024Rolling BasisSeptember
May 9, 2024Rolling BasisSeptember
June 7, 2024Rolling BasisSeptember
July 3, 2024Rolling BasisSeptember
Aug. 1, 2024Rolling BasisSeptember

Tuition

Northeastern Student Financial Services publishes the tuition rates for Graduate Certificates. Under the “Graduate Programs” section, the cost per credit appears next to “D'Amore-McKim School of Business Programs.”

Financial Aid

Northeastern offers resources to help you finance your graduate education, and the Student Financial Services team will guide you through your options. Please visit the Graduate Financial Aid page.

Once you are a student, your financial aid advisor will work with you one-on-one to answer your questions, point you to resources and provide valuable insight as you navigate the financial commitments of your program.

Scholarships

Northeastern University has a variety of scholarships. As a graduate certificate applicant you may be eligible for the Full Circle Scholarship. You may also qualify for funding support as an alum, U.S. servicemember, or veteran.

Application Fee Waivers

D'Amore-McKim offers application fee waivers to applicants that meet specific criteria. You can review the policy on the Graduate Application FAQ web page.

The D'Amore-McKim School of Business community stands with our university and its leadership in our dedication to cultivating equity and inclusion for all humankind. Understanding and solving our problems requires constant interaction among people who bring their own diverse contexts and experiences to the conversation. Therefore, we must be a diverse, equitable, and inclusive community that values the uniqueness of its members, recognizes the power and importance of diversity in our own and surrounding communities, and ensures their engaged participation.

Graduate Student Clubs  

There are numerous university-wide and D'Amore-McKim-affiliated student groups that you may wish to join, and several are grounded in building inclusive communities and resiliency. Many of our graduate business students participate in the Graduate Students of Color Collective, Grad Q, and Out in Business.

Campus Resources

Participate in community-building programs, lectures, and events offered by Northeastern's cultural centers representing a range of affiliations and interests including the LGBTQA Resource Center, Latinx Student Cultural Center, Asian American Center, Office of Global Services, and many more.

Curriculum

The coursework for the Graduate Certificate in Mutual Fund Management explores cutting-edge approaches for creating and managing successful portfolios of mutual funds or hedge funds.

In your required coursework, you'll learn how to create value in a competitive, dynamic global business environment, developing skills in quantitative and analytical methods for financial management. The electives you choose will broaden your knowledge in areas such as investment analysis, fixed income securities and risk, and portfolio management.

Before you get started

Undergraduate or graduate level finance major or minor or CFA certifications. If you don't meet the prerequisites, you can take additional bridge courses before starting the program.

Required course*

Introduces the domestic and international financial system and the institutions within it. Develops data and quantitative analysis tools utilized for economic and financial modeling and analysis. Emphasis is on regression analysis and its application, including how to build and interpret statistical models. Topics include the major types of financial institutions that operate within the global economy and the financial instruments employed by them; how exchange rates, interests rates, and security prices are determined and how they affect the global economy; and how governments and central banks impact economic and financial conditions.

FINA 6202 | 3 Hours

Familiarizes students with domestic and international financial markets and the securities traded therein. Discusses a variety of techniques for valuation of financial assets and relies heavily on quantitative methods. Critically analyzes such qualitative concepts as market efficiency, intrinsic value, and risk. The contents of this course, descriptive, theoretical, and applied, should provide students with the ability to build unique valuation models to suit the particular investment alternative they wish to scrutinize. Also provides students with an understanding of how investment theory and investment practice relate.

FINA 6203 | 3 Hours

Exposes students to theory, applications, and evidence concerning highly sensitive interest rate products. Discusses recent developments in pension fund management, asset/liability management, duration matching, “gap” management, concurrent interest rate and exchange rate management, and other important issues now confronting domestic and international financial and corporate management. Studies how to customize a risk management program.

FINA 6212 | 3 Hours

Develops portfolio construction, revision, and performance measurement. Highlights portfolio construction in an efficient capital market. Topics include risk-return analysis, the effects of diversification on risk reduction, and the costs of inflation, taxes, and transaction costs on fixed income and equity security portfolios. Examines financial models of capital asset pricing as the basis for the analysis of portfolios from the institutional investor's viewpoint.

FINA 6219 | 3 Hours

Introduces a variety of operating documents typical to an active mutual fund. Offers students an opportunity to apply lessons from investment and portfolio management classes by presenting investment recommendations to a panel and communicating with peers in a thoughtful and forceful manner. Investment decisions are made based on student analysis and recommendations that include knowledge of macroeconomic expectations, corporate financing issues, dept-repayment concerns, and employee and technological changes. May be repeated up to three times.

FINA 6360 | 1 Hour

*This course may be waived if you completed a Bachelors in business administration or a related field.

Complete 3 or 4 elective courses from the following

Introduces the domestic and international financial system and the institutions within it. Develops data and quantitative analysis tools utilized for economic and financial modeling and analysis. Emphasis is on regression analysis and its application, including how to build and interpret statistical models. Topics include the major types of financial institutions that operate within the global economy and the financial instruments employed by them; how exchange rates, interests rates, and security prices are determined and how they affect the global economy; and how governments and central banks impact economic and financial conditions.

FINA 6202 | 3 Hours

Familiarizes students with domestic and international financial markets and the securities traded therein. Discusses a variety of techniques for valuation of financial assets and relies heavily on quantitative methods. Critically analyzes such qualitative concepts as market efficiency, intrinsic value, and risk. The contents of this course, descriptive, theoretical, and applied, should provide students with the ability to build unique valuation models to suit the particular investment alternative they wish to scrutinize. Also provides students with an understanding of how investment theory and investment practice relate.

FINA 6203 | 3 Hours

Provides an overview of all of the hedging markets and hedging instruments. Explores specific hedging use of options, forwards, futures, swaps, and options on futures. Focuses on advanced financial risk management of interest rates, currency rates, equity returns, and fixed income returns. Students use readings and case problems to study when and how to use hedging instruments to alter a portfolio's risk exposure.

FINA 6211 | 3 Hours

Exposes students to theory, applications, and evidence concerning highly sensitive interest rate products. Discusses recent developments in pension fund management, asset/liability management, duration matching, “gap” management, concurrent interest rate and exchange rate management, and other important issues now confronting domestic and international financial and corporate management. Studies how to customize a risk management program.

FINA 6212 | 3 Hours

Discusses policy, strategy, and administration of financial services firms. Topics include issuance of securities, the service function within financial services, pricing a negotiated issue of common stock or competitive bid issue, and meeting capital requirements of a securities firm.

FINA 6213 | 3 Hours

Provides students with a comprehensive understanding of real estate finance. Emphasizes factors affecting real estate investment. Topics include valuation (appraisal), market analysis, development, taxation, ownership types, short-term financing, mortgage markets, and investment strategies. Designed for students interested in a general overview of real estate finance, as well as those intending to pursue a career in the real-estate field.

FINA 6217 | 3 Hours

Develops portfolio construction, revision, and performance measurement. Highlights portfolio construction in an efficient capital market. Topics include risk-return analysis, the effects of diversification on risk reduction, and the costs of inflation, taxes, and transaction costs on fixed income and equity security portfolios. Examines financial models of capital asset pricing as the basis for the analysis of portfolios from the institutional investor's viewpoint.

FINA 6219 | 3 Hours

Introduces a variety of operating documents typical to an active mutual fund. Offers students an opportunity to apply lessons from investment and portfolio management classes by presenting investment recommendations to a panel and communicating with peers in a thoughtful and forceful manner. Investment decisions are made based on student analysis and recommendations that include knowledge of macroeconomic expectations, corporate financing issues, dept-repayment concerns, and employee and technological changes. May be repeated up to three times.

FINA 6360 | 1 Hour

The following is a sample curriculum and is subject to change. Enrolled students should reference the academic catalog for current program requirements.

“The finance courses are relevant to the current moment and offer so much more than what a textbook alone can teach you. . . . Starting with the milestone of a graduate certificate, with the option to carry credits forward into a future master's degree, gave me the confidence to get started.”

Jyo Mohapatra, Graduate Certificate Student '21

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