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Investment Management Certificate Program

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Upcoming Event           (March 16, 2012):

Defining Markets: 2012 Outlook Conference

 

February 2012 Newsletter

 

Additional Information:

 IMCP Flyer

 Information Session Slides

 

 

 

 

 

 

Students Manage a Real Portfolio While Earning Their Degrees and Preparing for the CFA Examinations

The Investment Management Certificate Program (IMCP, pronounced Imcap) provides students with the knowledge and skills necessary to actively manage a balanced investment fund. Those completing the certificate will gain a substantial competitive edge in pursuing careers as investment analysts, financial analysts, or investment advisors, and will have an outstanding foundation for portfolio management or becoming independent financiers. The program is applied in nature. Students learn investments in traditional class settings and by managing a real portfolio. In the practice classes, students carry out all of the duties of investment professionals; thus, when they leave the program they will know analyst level skills because they were analysts in a real setting during school. In the program, students are also prepared for and encouraged to sit for the CFA examinations.

  IMCP class of 2011

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The program is a standout in investment education because:

  • The curriculum focuses on traditional academic theory in an applied setting. Students carry out most of the duties of an actual investment firm. Students are "analysts."

  • The IMCP is truly a program, not a class or a club. Starting in January each year, students receive 17 months of training, and they manage a real portfolio during the last two semesters.

  • Students have discretion over securities held in the portfolio, subject to the director's and board's oversight.

  • The certificate program is a rigorous program and the students report to a board of actual investment professionals.

  • The program has its own lab with numerous investment technologies and resources that students utilize to conduct analyses.

  • Students have many opportunities to meet with investment professionals. In the practice courses, professionals help teach course modules, participate on boards, are guest speakers, and open their doors to meet with students during the IMCP's trips to investment firms.

  • Students are part of a small group of people, all of whom are passionate about investments.

  • The program is supported by a faculty team with a wealth of knowledge of investments and a director with 17 years of investment experience in a variety of areas and types of firms.

 

"Participating in an applied investment program gave me the skills, knowledge, and relationships that jump started and propelled my investment career. I am very excited to lead the effort to bring these educational elements to University of Wisconsin-Milwaukee's new student investment program."

 

Dr. Kevin Spellman, CFA, Director, IMCP, Former Analyst, Portfolio Manager, and Director of Research

 

 

Related Links

 

UW-Milwaukee Student Investment Club

 

IMCP Forum

 

Defining Markets: 2011     Outlook Conference

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Recent Events

   Defining Markets: 2011 Outlook Conference (also click here)

   IMCP Students to Attend Berkshire Hathaway's Annual Meeting

 Headlines

    IMCP Student Marco Spada Featured by UWM Graduate School

    $2.5 Million Gift Establishes David O. Nicholas Applied Finance Lab

    Investment Management Certificate Program Hires Director