A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.
Program
- Award
- Basic Investment Portfolio Analysis
- CIP
- 52.0807
- Total credits (published)
- 9
- Catalog edition
- 2026-2027
- Checklist type
- degree-program
Identifiers
- IPEDS UNITID
- 196200
- CourseShelf checklist
- CK_196200_8fff8360
- CollegeTransfer.Net
- Institution Transfer Profile
- Source
- CourseShelf publish 61
Requirements to complete
Every course or condition the catalog lists, in the catalog's order.
Program Requirements
0 items
Required Courses: 9 Credits
3 items
- As published: “Financial Accounting 3 Credit(s)”3
- FINA 301Finance 3 Credit(s)Not resolved to a course
- FINA 410Investments and Portfolio Analysis 3 Credit(s)Not resolved to a course
Note(s)
2 items
- FINA 410includes a semester long Retirement Planning/Portfolio Construction project in which students must earn a minimum grade of 75%Not resolved to a course
- Students must earn a minimum grade of 2.0/S in courses counted towards the microcredential.Not resolved to a course
Source. SUNY College at Potsdam, catalog 2026-2027 — https://catalog.potsdam.edu/preview_program.php?catoid=11&poid=2664&returnto=893. Captured page pages/0130.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.