Responbility

Analyst responsibilities include but are not limited to the following-

Presentations

Students in the Applied Investment Program are required to make presentations outside of class to groups such as the Advisory Board for the Department of Finance and as part of the CFA Investment Research Challenge.  

Professional Reports

The primary objective of the program is developing analytical skills and critical thinking. An ancillary objective of AIP is about learning to be a professional. Students will have an opportunity to learn how to write industry-quality reports, how to present their ideas effectively, and how to function in a professional environment.

Fiduciary Duty 

Although being part of AIP is very rewarding, it is also very challenging. Since a real portfolio is involved, students have serious responsibilities:  There is a fiduciary duty to manage the funds of the University, as well as expectations that are not present in other courses.

Members of the Applied Investment Program are expected to put more work into this course than any of the courses that they have taken previously.

Preparation

Ideal path to becoming a member of the Applied Investments Program-

Course #1: FNBSLW 344 - Business Finance

In this class, you will learn to read financial statements and gain the ability to value stocks and bonds.

Course #2: FNBSLW 345- Investments
(PREREQUISITE)

In this class, you will gain an understanding of what stock trading really means. You’ll learn portfolio management for investments, complete a “paper trading” stock simulation, and learn the theory and practicality of investing.

Course #3: FNBSLW 456 - Security analysis
(RECOMMENDED CO-REQUISITE)

In this class, you will learn the essential theories of investing, gain knowledge on diversification, risk, and return, learn to analyze securities, and continue your stock simulation.

Course #4: FNBSLW 472 - FINANCIAL ANALYSIS WITH BLOOMBERG, WALL STREET PREP AND EXCEL
(RECOMMENDED CO-REQUISITE)

The purpose of this course is to provide students with hands-on experience using Bloomberg data services, financial analysis and modeling in Excel, and instruction in Wall Street Prep.

There are 12 Bloomberg terminals in the lab in HH2202. Bloomberg is the pre-eminent financial data software provider in the world.  Through this course, you will be Bloomberg certified. 

Wall Street Prep’s mission statement: “We bridge the gap between academics and the real world…preparing students for a career in finance.” Wall Street Prep is used at Harvard, Wharton, The London School of Economics, MIT, Booth, Northwestern…and now, Whitewater.