As conveyed by our mission statement, financial education rooted in fundamental analysis and equity research are at the heart of our organization. Below are our lecture slides, recordings of our events, and an overview of some of the educational sessions we’ve covered in previous years.

Week 1

Introduction to the Financial Industry

Week 2

Intro to Investments and Securities

Week 3

Intro to Accounting (Pt. 1)

Week 4

Intro to Accounting (Pt. 2)

Week 5

Finance Career Recruiting/Resume Workshop

Week 6

Discounting and Firm Value

Week 7

Valuation Part 1

Week 8

Valuation Part 2

Curriculum Overview

  • Introduction to Finance and Industry Overview
  • Accounting Fundamentals and Financial Statement Review
  • Time Value of Money
  • Valuation Methodologies (Public Comps, Precedent Transactions, DCF Basics)
  • Enterprise vs. Equity Value, Treasury Stock Method
  • DCF Modeling
  • Formulating a Stock Pitch
  • Career Workshops
  • Networking and Interview Preparation