As conveyed by our mission statement, financial education rooted in fundamental analysis and equity research are at the heart of our organization. Below is an overview of some of the educational sessions presented by the education director and the co-presidents throughout the academic year.

Week 1

Introduction to the Financial Industry

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