Financial Technology Certificate

The Financial Technology Certificate provides the analytical and management tools for leadership decision-making related to the evolution of the financial sector as a result of rapid technological innovation and savvy consumer expectations. 

Value Proposition Description

The Financial Technology Certificate will prepare professionals with the necessary technological and business foundations to lead the creation, implementation, and commercialization of technology-enabled financial solutions.

Although a student may pursue the Financial Technology Certificate on a standalone basis, it is specifically designed to complement existing WPI graduate programs (e.g. , MS in IT, MS in Marketing & Innovation, MBA, or MS in Financial Mathematics). Students are often able to combine the Certificate with these programs with no additional coursework by leveraging their other program's electives.

WPI’s Graduate Certificate Programs help technical and business professionals keep up with changing technology—and the accompanying business issues—by targeting specific areas of technology management.

If you decide to pursue further study, certificate credits can be applied toward a graduate degree.


To apply for this certificate program, you must have a BS degree in any discipline.

The graduate certificate in Financial Technology requires completion of four courses: two required Foundational courses for a total of six credits and two three-credit elective courses (one Financial course and one Technology/Data course).

Two Required Courses (6 credits)

  1. FIN 522: Financial Institutions, Markets & Technology
  2. MIS 500: Innovating with Information Systems

One Required Financial Course (3 credits)

  1. FIN 500: Financial Information & Management
  2. MA 574: Portfolio Valuation and Risk Management
  3. MA 575: Market and Credit Risk Models and Management


One Required Technology/Data Course (3 credits)

  1. DS 501: Introduction to Data Science
  2. ETR 593: Technology Commercialization: Theory, Strategy & Practice
  3. MIS 581: Information Technology Policy and Strategy
  4. MIS 582: Information Security Management


How to Apply

The following materials are required when applying to a certificate program:

  1. Completed online application
  2. Official transcripts from undergraduate institutions previously attended
  3. The application fee (waived for current WPI undergraduates and WPI alumni)
  4. One letter of recommendation
  5. Official TOEFL/IETLS test scores required for international students who come from countries where English is not their first language.
    • For all Business School graduate programs the minimum score for the TOEFL exam is 90 and the IELTS minimum score is 7.
    • Applicants who have completed two years of full-time study in a college or university in the U.S., U.K., Ireland, Australia, New Zealand, or the Anglophone regions or Africa, Canada, or the Caribbean, within five years of matriculating at WPI are not required to submit TOEFL or IELTS* scores. Students who have studied at a school where the language of instruction is English, but the official language of the country is not English do not qualify for a waiver (e.g., study at the American University in Cairo, Egypt, does not qualify a student for the TOEFL waiver).
  6. Statement of Purpose

  7. Resume

For the standardized tests, WPI’s institution code is 3969 and all departments use the same code.

*Worcester Polytechnic Institute (WPI) downloads IELTS scores that have been transmitted to our e-download account. We will not accept paper IELTS test report forms. Please contact your test center and request that your scores be sent to the following IELTS e-download account:

Worcester Polytechnic Institute Graduate Admissions

100 Institute Road

Worcester, MA 01609



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