To participate in AIP students must complete a competitive application process that includes:
a written application
an essay on the student’s interest in investing
an interview
faculty reference/referrals
Students are selected on the basis of their academic record and their interest in investments and financial analysis. AIP requires a two‐semester commitment, typically beginning in the fall semester and continuing through the spring.
Here is the 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, London School of Economics, MIT, Booth, Northwestern…and now, Whitewater.