Recruitment
We welcome students from all backgrounds who are curious about markets and eager to develop rigorous analytical skills.
Pathways to Involvement
Join our Mailing List: All students may join our mailing list to receive information about club events, speakers, and recruiting opportunities.
Mailing List Sign-UpInvestor Training Program: All students may take our Investor Training Program to build foundational investing knowledge. Students who complete the course become eligible to apply for our Analyst Program.
Investor Training Program Sign-UpAnalyst Program: Students who complete the Investor Training Program and are selected for the Analyst Program go through analyst training upon joining. Analysts are then placed on a pitch team, where they contribute to the entire investment process, from idea generation to ongoing coverage of portfolio positions. Throughout the program, analysts get mentorship from senior members and full access to club resources.
General Training Schedule
| Lesson 1: Introduction to Markets and the Economy |
| Lesson 2: Equities, Fixed Income, and Other Asset Classes |
| Lesson 3: Principles of Investing |
| Lesson 4: Reading Financial Statements |
| Lesson 5: Valuation |
| Lesson 6: Discounted Cash Flow Analysis |
| Lesson 7: Building a Stock Pitch |
| Office Hours and Pitch Prep |
| Final Stock Pitches |
More details will be shared with participants during the first lessons. Please reach out to the executive board with any questions about the program.