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Date

Coming soon

Tuition

USD $2,500

Duration

Eight weeks
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    Language

    This program is offered in English and Spanish

Course Format

Online learning with live, interactive sessions

Instructor

Patrick Keating, MBA, CFA,; and
Charles Sloan, MBA, CPA, CFA,;
Securities and Portfolios, the
University of Chicago

Securities and Portfolios

There are various methodologies for valuing securities and understanding how they are priced in the public security markets. Both competent individual investors and confident professionals dedicated to securities investment and portfolio management apply critical analysis, using cutting-edge tools and real-world techniques to apply valuation theories to maximize returns while managing risk.

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Would You Like to Pursue a Career in Investment and Portfolio Management?

This course teaches knowledge and skills especially relevant to people pursuing careers in investment and portfolio management. If you have previous knowledge of macroeconomics, accounting, or corporate finance, regardless of depth, you will greatly benefit from the course. However, even corporate managers, investor relations professionals, and individual investors will profit from the newly acquired tools to determine optimal asset allocation and maximize returns on investment.

Meet the Instructors

Patrick Keating, MBA, CFA
Securities and Portfolios,
the University of Chicago

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Patrick Keating has managed money professionally since 1987. He operates a solo investment management practice for families and individual investors. Previously, Keating worked at Harris (now BMO Harris) Private Bank in Chicago as a member of their investment policy committee and its subcommittees on asset allocation and alternative investments.

Earlier, Keating led the investment management function at First Colonial Trust Company. He has co-taught an investments course at the University of Chicago Graham School since 2011. Keating holds an MBA from the University of Chicago’s Graduate School of Business and a degree in finance from the University of Illinois. He is also a Chartered Financial Analyst (CFA).

Charles M. Sloan, MBA, CPA, CFA
Securities and Portfolios,
the University of Chicago

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Charles M. Sloan is a seasoned investment analyst and portfolio manager. He currently serves as president and co-chief investment officer at Oak Family Advisors, LLC. After working as an auditor with the Arthur Andersen firm, he went on to play key rolesin the financial industry: in trust administration and asset management at Harris Trust and Savings Bank; as a senior equity analyst for Holland Capital Management; and as a portfolio manager and executive vice president for Bufka & Rodgers, LLC (now part of Mid-Continental Capital, LLC).He also served as interim CFO for Forward Health Group. Sloan earned his BSin accountancy from Northern Illinois University, and he holds an MBA from the University of Chicago Booth School of Business. He is also a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).

Career Outlook

With significant job growth on the horizon, the realm of possible roles within the finance industry is infinitely varied. Security analysis and portfolio management professionals engage in a range of endeavors, from directly overseeing institutional and retail client investment strategies to recommending personalized investment strategies and specific investment decisions to their clients. It is an exciting area that often leads to specialization in certain asset classes, types of stocks and bonds, and more.

$130k

The median annual salary of a financial manager in the US

#3

The ranking of financial manager in US News and World Report’s Best Business Jobs of 2021

15.5%

The rate by which the number of financial manager jobs is expected to increase by 2029

Potential Job Titles for Professionals Dedicated to Securities and Portfolios

  • Financial Advisor
  • Financial Analyst
  • Financial Manager
  • Investment Manager
  • Investment Portfolio Manager
  • Portfolio Manager
  • Securities Analyst