Certificate of Proficiency | 20 credits minimum
Accounting, Finance, and Legal Studies Division
Taylorsville Redwood Campus BB 105, (801) 957-4325
General Information (801) 957-4073
Academic and Career Advising
Academic Advisor BB 132A, (801) 957-4323
Professors − Dennis Watson
Associate Professors - Pook Carson
Assistant Professors - Jeff Davis
The Investments and Trading Certificate of Proficiency offers basic training and in personal investment portfolio management with a focus on risk management to include diversification and asset allocation. Additionally, student will gain competency in basic trading principles for use in both short-term and long term trading environments. With trading, students will gain competencies in money management and the implementation of trading plans and trading rules.
Stock broker (license required), investment advisor (license required), portfolio manager, financial planning, insurance planning, bank investment management.
NOTE: This Certificate of Proficiency is eligible for financial aid if it is a part of a financial aid eligible program such as an AS or AAS degree. Courses within the certificate may also be eligible if taken as part of a financial aid eligible program. Please check with the Financial Aid Office to determine if the Certificate of Proficiency and classes are eligible.
|Program Student Learning Outcomes
||Related College-Wide Student Learning Outcomes
||1 - Acquire substantive knowledge
2 - Communicate effectively
3 - Develop quantitative literacies
4 - Think critically & creatively
5 - Become a community engaged learner
6 - Work in professional & constructive manner
7 - Develop computer & information literacy
|Students will gain competency in applying investment valuation and investment discipline and investment tools both in the management of their own portfolios and those individuals they are able to serve in a professional financial services environment.
||1 - Substantive Knowledge
|Through group case studies and classroom interaction students will learn to articulate financial and economic argument and logic.
||2 - Communicate Effectively
|Demonstrate accuracy in investment valuation, financial statement analysis, portfolio management and trading account management.
||3 - Develop Quantitative Literacy
|Apply rigorous finance and accounting methodologies in creative and changing investment environments.
||4 - Think Critically
|Participate as a member of a student group in evaluating current topical discussions and themes as they relate to finance, investments & trading.
||5 - Civic Engagement and/or Working Professionally