Mutual fund management is integral to how individuals and organizations prepare for the future. Consider the mutual fund that supports millions of retirement accounts. Another mutual fund may sustain a research and development effort of a biotech or pharmaceutical company. On an individual level, a mutual fund may secure a family’s ability to save for a home purchase. Individuals with the knowledge and experience to build and maintain a portfolio of assets to accomplish the long-term aims of the mutual fund are highly valued across the globe.

To become this leader, you need to master the technical skills of an investor and appreciate how markets and organizations function across economies.

Graduate Certificate in Mutual Fund Management Program Overview

  • Program Overview: Part-time
  • Class Schedule: Courses are primarily offered Monday–Thursday during the evening. As a Boston campus student, you may take one course online.
  • Time to Complete: May be completed over the course of just three semesters, or spread out over as long as three years. The length of the program will depend on your course selections.

Unique Features

This program prepares you for roles where you will manage other people’s money. With a deep classroom emphasis on a fund’s investment policy statement and asset allocation plan as well as methods to measure and manage risk, you will learn from respected practitioners with field expertise, real experience in fund management, and strong connections to the field.

  • The Graduate Certificate in Mutual Fund Management gives you training that you can use immediately. The skills you learn in an evening class will be useful to you the next morning at work. At D’Amore-McKim School of Business, you won’t find theoretical training for a theoretical future—you’ll have the opportunity to gain practical, real-world knowledge rooted in the realities of working life.
  • Certificate programs are designed with working professionals in mind. Courses are offered on weeknights, Monday–Thursday, on our Boston campus or online. You can choose to enroll in a class just one night a week or accelerate the program by taking a heavier course load each semester.
  • Upon successful completion of a graduate certificate program, you may have the option to apply your credits to eligible MBA or master’s programs at D’Amore-McKim.

Admissions

Helpful guides

Application Checklist

Need guidance on completing your application? The application checklist provides step-by-step instructions and tips from our admissions team.

Personal Statement Guide

Need guidance in composing the personal statement for your application? The essay guide will help you organize your thoughts and draft your copy.

For Boston campus students, there are three entry terms each year in January, May, and September. For online students, there are six entry terms throughout the year.

Deadlines & Decisions

Find the deadlines and decision dates you need to know. Submit your application by the earliest date possible for priority consideration.

Please visit the Northeastern Student Financial Services page. Click the dropdown under “Graduate Programs” and you’ll find the cost per credit listed next to “D’Amore-McKim School of Business Programs.”

At Northeastern, we value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds community, which is vital to learning and discovery.

Scholarships and Fellowships

D’Amore-McKim offers and partners with organizations that provide a variety of scholarships and fellowships to foster diversity and inclusion. Examples of these include The Dr. Martin Luther King Jr. Graduate Fellowship, Prospansica MBA Scholarship, Posse MBA Scholarship and Reach Out MBA Fellowship.

Clubs and Organizations

Northeastern has many opportunities for you to be engaged with our community. Examples include the following:

Graduate Students of Color Collective

The purpose of the GSCC is to build community for graduate students of color at Northeastern University by promoting education, professionalism, and civic duty. The GSCC fosters student, staff, and faculty relationships to establish a campus home for higher education at Northeastern. Through civic engagement with surrounding communities, the GSCC recognizes the continued struggles of marginalized populations, and the need for those who have succeeded to give back.

Grad Q

Grad Q is a student organization for LGBTQ+ graduate students at Northeastern. Grad Q is focused on building community, social events, advocacy, and mentoring undergraduate students.

Campus Resources

We have a number of cultural centers on campus to support our campus community by providing programs, lectures, and events for students with a range of affiliations and interests including the LGBTQA Resource Center, Office of Global Services, Latinx Student Cultural Center, Asian American Center, and many more.

Curriculum

Admissions Prerequisites

  • U.S. Bachelor’s degree or equivalent with a major in business administration or a related field with a GPA of at least 3.0
  • Two years work experience in finance

Required Course

Highlights the role of financial management as a source of value creation in a competitive global environment characterized by rapid technological, personal, and market changes. Offers students an opportunity to develop tools and techniques of financial analysis and valuation to support financial decision making. Presents future managers with actual business problems to learn to apply the tools of financial analysis to strategic decisions faced by the firm, such as capital budgeting and capital structure.
FINA 6200 | 3 credits

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

Electives (Select 3 or 4)

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 credits
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 credits
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 credits
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 credits
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.
FINA 6360 | 1 credit
– – – –
Builds on FINA 6360. Designed to provide students further analytical knowledge, including exposure to and opportunity to perform managerial tasks related to the management and operation of mutual funds. Included in these tasks are reconsideration of the fund’s investment policy statement and asset allocation plan as well as preparation of accounting statements, dealing with compliance issues, addressing ethical concerns, measuring and managing risk, and performing marketing and fund-raising activities.
FINA 6361 | 1 credit

The curriculum is subject to change by D’Amore-McKim faculty. Course offerings may vary by semester.

Get in touch

D'Amore-McKim Campus

Learn More About Campus

Take a virtual campus tour.
Take a Virtual Tour Take a Virtual Tour

Upcoming Future Student Events

Mar 18

Join Associate Marketing Professor Yakov Bart and Recruitment Manager, Jelena Pejic, for an informal “Ask Me Anything” about the Graduate Certificate in Marketing Analytics from D’Amore-McKim. This is a great opportunity to learn more, get your questions answered, and find out how a graduate business education from D’Amore-McKim can enrich your skillset, expand your network, and enhance your professional potential.

Apr 12

Chat with Recruitment Manager, Jelena Pejic, to learn how a graduate certificate from D’Amore-McKim can further your career goals. Ask any questions you may have related to your program(s) of interest, including details about the application process.

May 20

Chat with Recruitment Manager, Jelena Pejic, to learn how a graduate certificate from D’Amore-McKim can further your career goals. Ask any questions you may have related to your program(s) of interest, including details about the application process.

Related Programs

In the Graduate Certificate in Investments program, you will gain exposure to both domestic and international financial markets and the securities traded therein through valuation of financial assets and quantitative methods.

Earn an MBA degree that prepares you to meet the challenges of a tech-driven, high-speed business world—on a part-time schedule that works with your life. Choose from 10 in-demand concentrations.

Develop a powerful blend of financial and business expertise by combining two advanced degrees—on a part-time schedule that works with your life. Choose from 10 in-demand concentrations.