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  1. Programs
  3. Applied Investments

Applied Investments

Colorado State University-Fort Collins

Post-Baccalaureate CertificateCIP: 52.0807

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

No description available.

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Program Pathways

Credentials this program stacks toward

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Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

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Locations

Where this program is offered

  • Fort Collins, Colorado

    102 Administration Building, Fort Collins, Colorado, 80523-0100

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Related Programs

Programs related to this one

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Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 41-3031.00

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingActive LearningJudgment and Decision MakingWritingComplex Problem SolvingMonitoringPersuasionInstructingLearning Strategies

Knowledge

English LanguageMathematicsCustomer and Personal ServiceAdministration and ManagementEconomics and AccountingComputers and ElectronicsSales and MarketingEducation and Training

Abilities

Oral ComprehensionOral ExpressionDeductive ReasoningWritten ComprehensionSpeech ClarityWritten ExpressionProblem SensitivitySpeech RecognitionInductive ReasoningInformation OrderingNear Vision

Tasks

  • Make bids or offers to buy or sell securities.
  • Monitor markets or positions.
  • Agree on buying or selling prices at optimal levels for clients.
  • Prepare and deliver lectures to undergraduate or graduate students on topics such as financial accou
  • Evaluate and grade students' class work, assignments, and papers.
  • Initiate, facilitate, and moderate classroom discussions.
  • Collect fees, commissions, or other payments, according to contract terms.
  • Send samples of clients' work and other promotional material to potential employers to obtain auditi
  • Keep informed of industry trends and deals.

Technology

Financial analysis softwareHuman resources softwareAnalytical or scientific softwareDesktop communications softwareObject or component oriented development softwareCustomer relationship management CRM softwareTransaction server softwareComputer based training softwareCalendar and scheduling softwareWord processing softwareInformation retrieval or search softwareElectronic mail softwareData base user interface and query softwareData base management system softwareAccounting softwareBusiness intelligence and data analysis software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMobile computing devicesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computersCarousel slide projectorsCompact digital camerasCompact disk CD playersComputer laser printersComputer projectorsConference telephonesDigital calculatorsDigital video camerasDigital video disk DVD playersHandheld microphonesInteractive whiteboard controllersInteractive whiteboards

Work Values

AchievementWorking ConditionsIndependenceRelationshipsRecognitionSupport
Career Pathways

Occupations this program prepares you for

  • Securities, Commodities, and Financial Services Sales Agents41-3031.00
  • Business Teachers, Postsecondary25-1011.00
  • Financial Risk Specialists13-2054.00
  • Financial and Investment Analysts13-2051.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: proficient (Level 3)(based on Post-Baccalaureate Certificate)

  • Complex bid and offer strategies — structure and execute competitive bids or offers autonomously across equities, fixed income, futures, and currency markets to optimize client outcomes.
  • Portfolio-level market monitoring — continuously assess cross-asset market dynamics using business intelligence and financial analysis software, acting independently on non-routine signals.
  • Comprehensive client financial planning — conduct in-depth interviews with high-net-worth clients to evaluate full financial pictures including tax implications, insurance gaps, and multi-year objectives.
  • Optimal pricing negotiation — independently negotiate buying and selling prices at levels that balance client value and firm profitability in volatile or illiquid market conditions.
  • Regulatory recordkeeping — maintain and audit transaction records across all account types ensuring full compliance with SEC, FINRA, and firm-specific documentation standards.
  • Customized investment solutions — design tailored securities and commodities strategies aligned with individual client risk tolerance, time horizon, and financial objectives without supervisory input.
  • Advanced position reporting — generate and interpret comprehensive trading result analyses, identifying performance variances and communicating findings clearly to management and clients.
  • Client persuasion and retention — apply sophisticated social perceptiveness and persuasion techniques to address objections, deepen client relationships, and grow assets under management.
  • Systems-level problem solving — diagnose complex issues in transaction server software or order processing workflows and implement solutions that minimize client impact during disruptions.
  • Cross-functional compliance coordination — lead coordination with legal, compliance, and back-office teams to resolve non-routine regulatory inquiries and ensure accurate reporting to governing bodies.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported