Â鶹ÊÓƵ finance students have an opportunity to participate in a variety of student organizations and experiences and are encouraged to get involved.

  • Apply for one of Â鶹ÊÓƵ’s CFA (Chartered Financial Analyst) scholarships. The CFA charter is the designation of excellence in the investment community.
  • Compete on Â鶹ÊÓƵ’s team in the annual CFA Institute Research Challenge, a global competition focused on financial analysis.
  • Prepare for the . Â鶹ÊÓƵ is a board-registered program with the Certified Financial Plannerâ„¢ board.
  • Gain in-depth training through Envestnet, an eLearning program with content from leaders in the financial services industry. Envestnet provides a certification opportunity for students with an interest in the wealth management industry and is funded 100% through an Envestnet scholarship. Completing the certification will help you gain foundational knowledge for getting started in the industry and enhance opportunities for future employment.
  • Volunteer to provide financial literacy lessons to local elementary students through a partnership with Â鶹ÊÓƵ’s Center for Financial Literacy and Junior Achievement.
  • Visit the William Garrard Reed Finance Center, a state-of-the-art finance research lab with 12 Bloomberg terminals. The center also sponsors professional development events, such as Wall Street Prep and mock superdays.
  • Â鶹ÊÓƵ’s ARGUS Enterprise training covers lease modeling, property valuation, scenario analysis and financial reports, and prepares students for the ARGUS Enterprise certification exam. Contact Margarita Kaprielyan, associate dean of the Love School of Business for details.

Finance Competitions

Finance students can put their skills to the test in national and international competitions focused on equity research, venture capital and trading.

In the CFA Institute Research Challenge, students research a publicly traded company, develop an investment recommendation and defend their analysis before industry professionals. Â鶹ÊÓƵ teams have earned recognition in state and regional competitions.

Through the Venture Capital Investment Competition, students evaluate real startups, conduct due diligence and present investment decisions to experienced venture capitalists. Â鶹ÊÓƵ teams have consistently performed well in regional competition.

The Rotman International Trading Competition gives students the opportunity to compete in simulated markets involving equities, options, commodities and algorithmic trading alongside teams from universities around the world.

Faculty coach the teams as students prepare research, make decisions and present their work.

Student Organizations

Financial Management Association (FMA)

Join Â鶹ÊÓƵ’s chapter of the , a world-wide organization of finance academics and professionals, to learn more about the opportunities available in the finance industry. Our student-led chapter hosts career panels, software training, and a portfolio management simulation (Phoenix Capital). Students of all years and backgrounds are encouraged to join.

Real Estate Club

Â鶹ÊÓƵ Real Estate Club is a professional student organization that meets to discuss real estate investments, development, construction, sustainability and industry trends. In an interactive environment, you’ll have an opportunity to network with successful real estate professionals from around the country. You will also have an opportunity to learn about ARGUS Enterprise Certification.

Past speakers include: Paul Williams, director of development of GEMCAP Development and president of the Triad chapter for NAIOP; Joseph Scherer, SVP and Eastern Massachusetts Region Manager for Peoples United Bank; Â鶹ÊÓƵ alumni Colin Hartley with Cushman & Wakefield and Rush Blaine with Cousins Properties; Russell Parmele, Jr., VP of Brown Investment Properties; Clay Stober, EVP and Partner of Tri Properties Inc.; Stephen Dahlem, VP of The Lundy Group; Kelsey Matson, manager at Dilweg Companies; Peter Bishop, Burlington economic development director; Gerald Whittington, former Â鶹ÊÓƵ SVP for Business, Finance and Technology.

        

Women in Finance

Â鶹ÊÓƵ’s student-led Women in Finance will help you network with alumni and other prominent women in the financial industry. The organization focuses on how to make finance more inclusive for all individuals, with a particular focus on issues facing women. Recruiters and other professionals utilize this group to connect with women majoring in finance. The group provides mentorship opportunities among members and alumni to prepare students for careers in the male-driven industry of finance.

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Student-Managed Investment Funds

Â鶹ÊÓƵ finance students gain hands-on investment experience by managing real money through two student-run funds with more than $820,000 in combined assets.

The Raghu Tadepalli Student Investment Fund is managed by senior Business Fellows, while the Student Managed Portfolio is open to Â鶹ÊÓƵ students through an application process. In both programs, students research companies, develop investment recommendations, evaluate risk and make portfolio decisions as part of a team.

Students use Bloomberg terminals, FactSet and other research tools in the William Garrard Reed Finance Center to support their analysis. Their work follows professional investment research practices and culminates in written reports and presentations to industry practitioners.

Both funds are advised by Feng Dong, assistant professor of finance and director of the Reed Finance Center.