The Investment Club Training Program is an introductory course to financial markets and valuation. It trains students in the basics of investing and will teach them all the basics for Investment Banking and Sales & Trading interviews.

At the end of ITP, all students who wish to become certified take a final exam and give a stock pitch. Those who complete the course satisfactorily will become certified and have the opportunity to interview to become Analysts.

Click here to sign up for the ITP program for Fall 2018!
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• Week 1
• Week 2
• Week 3
• Week 4
• Week 5
• Week 6
• Week 7
• Week 8
• Week 9
• Week 10

Introduction to Markets — Equities, bonds, alternative investments.

Basic Economics — Inflation, rates, real vs. normal, time-value of money.

Portfolios — Risk and return, diversification, beta, efficiency, random walk theory.

Financial Statements — The 3 statements, SEC, basic principles of accounting.

Ratios and Comparables — Performance ratios and multiples, comparables analysis.

Discounted Cash Flow Lesson — Future vs. present value, projections, terminal value, discounting, WACC.

Discounted Cash Flow Walkthrough — Students create own models, learn Excel.

Putting It All Together — Stock picking, pitch examples, working day.

Final Examination — Multiple-choice and free response questions, proctored by VP of I-Club Training Program.

Stock Pitch — Students present fundamental analysis and valuation to Club Executive Board.