Our Programs
Build your finance foundation with our structured curriculum and hands-on experience.
Development Program
Our flagship 10-week program designed to introduce students to the fundamentals of finance and investment analysis. Perfect for students of all majors looking to build a strong foundation in financial concepts and career preparation.
Sessions are held weekly and include interactive workshops, case studies, and networking opportunities.
No application necessary — open to all majors!
Junior Analyst Program
An intensive, application-based program for students who have completed the Development Program or demonstrated equivalent knowledge. This program serves as the prerequisite for joining our Student Managed Investment Fund.
- Advanced financial modeling techniques
- Industry-specific valuation methodologies
- Equity research and investment thesis development
- Professional presentation skills
- Live stock pitch preparation and delivery
Successful completion of the Junior Analyst Program qualifies members to apply for the Student Managed Investment Fund (SMIF).
Student Managed Investment Fund (SMIF)
Our Student Managed Investment Fund (SMIF) manages a $50,000 real equity portfolio, providing members with hands-on experience in portfolio management and investment decision-making. SMIF members work collaboratively to research, analyze, and invest in publicly traded securities.
- Conducting fundamental analysis on potential investments
- Presenting investment recommendations to the fund committee
- Managing portfolio risk and asset allocation
- Tracking and reporting on portfolio performance
- Engaging with industry professionals and alumni