Financial Management

Hands of a woman sitting at her desk and doing financial analysis at work, a close up.

About the Program

Advance your career and update your investing, financing and capital management skills with a Certificate in Financial Management from Weatherhead School of Management at Case Western Reserve University. 

Our two certificate options will prepare you for the sought-after Chartered Financial Analyst (CFA) certification—and you’ll come away from our program prepared for a career as a budget analyst, financial analyst, auditor, financial advisor or myriad other roles.

What to Expect

Our flexible program offers two levels of certification—Level 1 and Level 2 (advanced)—and our certificates are stackable toward our highly ranked Master of Finance degree.

To earn the Level 1 certificate, you’ll complete three of the following courses:

  • Financial Management
  • Investment Management
  • Financial Modeling
  • Mergers and Acquisitions

For an advanced certificate, you’ll select the remaining class from the Level 1 certificate set of courses, and two from a more advanced set:

  • Financial Strategy and Value Creation
  • Corporate Financial Technology
  • Entrepreneurial Finance

You can complete up to three courses per semester—whatever works best for your schedule.

As added benefits, you can participate in our seminar speaker series to gain exposure to leading experts in the finance industry and our academic speaker series to learn about new developments in finance. You may also join trek experiences to visit financial firms and corporations in major cities throughout the country. The seminar speaker series and trek experiences are virtual at this time.

Ask us about financing your certificate—scholarships are available!

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A Place for Success

Cleveland is an ideal place to transition to—or build upon—a career in finance: Northeast Ohio serves as the corporate headquarters of 25 Fortune 1000 firms, including Goodyear, Eaton Corp., First Energy, Progressive, Parker Hannifin, Sherwin-Williams, TravelCenters of America, and KeyCorp, to name a few.

Beyond career opportunities, the city is known for its culture, food and low cost of living. And Case Western Reserve is situated in the heart of University Circle, one of the city’s most energetic and culturally robust communities. From our campus, you’re just a short walk to some of Cleveland and University Circle’s most outstanding destinations, such as Severance Hall, home to the world-renowned Cleveland Orchestra; Cleveland Museum of Art; Cleveland Botanical Garden; Museum of Contemporary Art Cleveland; and Cleveland Museum of Natural History.

By the Numbers


university in the country, U.S. News & World Report


semester to complete the program


faculty-to-student ratio in Weatherhead School of Management 

Admission Requirements

When reviewing your profile for admission consideration, we require the following:

GRE/GMAT scores are not required, however test scores may be required should you desire to apply to the Master of Finance program upon completion of the certificate

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