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  1. Programs
  3. Financial Analytics

Financial Analytics

University of the Cumberlands

CertificateCIP: 52.0899

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

No scholarships listed.

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Locations

Where this program is offered

  • Williamsburg, Kentucky

    6191 College Station Drive, Williamsburg, Kentucky, 40769

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Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 11-3031.03

Skills

Active ListeningCritical ThinkingReading ComprehensionSpeakingJudgment and Decision MakingComplex Problem SolvingWritingMonitoringActive LearningManagement of Financial ResourcesCoordinationTime Management

Knowledge

Economics and AccountingMathematicsAdministration and ManagementEnglish LanguageCustomer and Personal ServicePersonnel and Human ResourcesAdministrative

Abilities

Deductive ReasoningOral ComprehensionWritten ComprehensionOral ExpressionInductive ReasoningInformation OrderingWritten ExpressionProblem SensitivityMathematical ReasoningSpeech ClarityNear Vision

Tasks

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet ris
  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendat
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securit
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to fac
  • Establish and maintain relationships with individual or business customers or provide assistance wit
  • Oversee the flow of cash or financial instruments.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establ

Technology

Accounting softwareSpreadsheet softwareHuman resources softwareComputer aided design CAD softwareData base user interface and query softwareMap creation softwareEnterprise resource planning ERP softwareCustomer relationship management CRM softwareDocument management softwareBusiness intelligence and data analysis softwareFinancial analysis software

Tools

Desktop computersLaptop computersMultiline telephone systemsPersonal computersTeleconferencing equipmentVideoconferencing equipment10-key calculatorsNotebook computersPersonal digital assistants PDATablet computersScanners

Work Values

AchievementRecognitionWorking ConditionsIndependenceRelationshipsSupport
Career Pathways

Occupations this program prepares you for

  • Investment Fund Managers11-3031.03
  • Treasurers and Controllers11-3031.01
  • Financial Managers11-3031.00
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: developing (Level 2)(based on Certificate)

  • Equity and fixed-income securities — analyze using fundamental and quantitative research methods to recommend additions or removals from a fund portfolio with reduced oversight.
  • Portfolio risk metrics — monitor regularly and flag deviations from target risk parameters, ensuring alignment with stated fund investment goals.
  • Investment mix selection — evaluate and propose specific asset allocations within defined mandate guidelines for review by the lead portfolio manager.
  • Detailed company and industry analyses — conduct independently using financial statements, market data, and economic indicators to inform valuation decisions.
  • Trade execution decisions — coordinate with trading desks to select and direct execution of orders within established fund strategy and compliance frameworks.
  • Fund performance statistics — compile and present clearly to client audiences, including explanation of risks and fee structures in investor briefings.
  • Security valuation policies — apply consistently across assigned portfolio segments and flag inconsistencies to senior management for resolution.
  • Financial forecasting models — build and maintain using spreadsheet and BI software to support ongoing portfolio management in a multi-asset fund environment.
  • Market and macroeconomic developments — synthesize through active reading and critical analysis to identify emerging opportunities or risks for the fund.
  • Time-sensitive investment decisions — manage competing priorities effectively while maintaining attention to detail and compliance in a fast-paced fund operations environment.

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