This completion track is designed for students holding an Associate Degree who want to advance into portfolio analysis, asset allocation, and investment research. Students build on foundational investment knowledge to analyze and manage investment portfolios.
Offered in a flexible one-year format, the program allows transfer credit to apply toward the 84 required credit hours, and a capstone bridge project has students build a sample investment portfolio and analysis. Graduates are prepared for roles such as investment analyst or portfolio support associate.
BA 031Introduction to Business
A foundational look at how organizations are structured, financed, and run in today's competitive marketplace.
- Business ownership structures and formation
- Roles of key business functions
- Introduction to the global business environment
BA 064Marketing Essentials
An introduction to identifying customer needs and building strategies that connect products with the people who want them.
- The four Ps of marketing
- Segmenting and targeting audiences
- Building a basic marketing plan
BA 226Business Communication
Building the written, verbal, and interpersonal communication skills needed to succeed in a professional business setting.
- Professional writing and correspondence
- Effective presentation techniques
- Interpersonal and cross-functional communication
BA 375Fundamentals of Accounting
An introduction to the accounting cycle and the financial statements that record and report business activity.
- The accounting equation and double-entry system
- Preparing income statements and balance sheets
- Recording and adjusting journal entries
BA 608Introduction to Finance
Core concepts of financial management, including how businesses raise, allocate, and manage capital.
- Time value of money principles
- Sources of business financing
- Basic risk and return concepts
BA 686Management & Administration
Practical grounding in planning, organizing, and overseeing the daily operations of a business unit.
- Principles of organizational planning
- Supervising and coordinating teams
- Administrative decision-making basics
BA 707E-Business
An exploration of how digital technology and the internet are reshaping commerce, operations, and customer engagement.
- E-commerce business models
- Digital marketing and online customer engagement
- Technology infrastructure for online business
BA 785Human Resources
An overview of the practices organizations use to recruit, develop, and retain a productive workforce.
- Recruitment and selection processes
- Employee training and performance management
- Compensation, benefits, and workplace policy
2
Specialist Courses
6 Courses
INM 108Introduction to Investment Management
Covers the basic asset classes and goals of investment management.
- Overview of stocks, bonds, and funds
- Basic risk and return concepts
- Introduction to investment goals
INM 122Portfolio Basics
Introduces the fundamentals of building a simple investment portfolio.
- Basic diversification concepts
- Simple asset allocation examples
- Introduction to portfolio tracking
INM 136Investment Markets Basics
Covers the basics of how investment markets function.
- How stock markets work
- Basic bond market concepts
- Introduction to market indices
INM 250Security Analysis
Covers evaluating individual stocks and bonds for investment potential.
- Fundamental analysis techniques
- Basic technical analysis concepts
- Comparing valuation methods
INM 362Asset Allocation Strategy
Covers building portfolios that balance risk and return across asset classes.
- Strategic asset allocation
- Rebalancing portfolio strategy
- Aligning allocation with investor goals
INM 474Investment Risk Management
Covers identifying and managing risk within an investment portfolio.
- Measuring portfolio risk
- Hedging strategies for portfolios
- Managing downside risk
$24,000
Total Program Cost
Fees are billed per term and are subject to change. Financial aid, scholarships, and flexible payment plans are available to students who qualify.
Explore Financial Aid
Admission requires Associate Degree or equivalent credits.
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Submit Your Application
Complete the online application with your basic and academic details.
An admissions advisor reviews your application and any transfer credit.
Receive your decision, complete enrollment, and start your first term.
Apply Now