The Investment Club’s ITP trains participants in the basics of investing. It is designed to give all students equal opportunity and select for the ones who display the most intelligence and dedication.

At the end of ITP, all students who wish to become analysts take a final exam and give a stock pitch. These two measures are equally weighted to rank applicants and determine which ITP attendees will become analysts.
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Click here to sign up for the ITP program for Spring 2017!

• 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.

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

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

Investment Research — Fundamental analysis, valuation, resources, PowerPoint.

Putting It All Together — Stock picking, pitch examples, instructions for exam.

Final Examination — 50 multiple-choice questions, proctored by VP of I-Club Training Program.

Stock Pitch — Students present to Club Co-Presidents and VP of I-Club Training Program.