How to Join

Classes Needed to Join

Accounting 200: Introductory Financial Accounting
Finance 300: Business Finance (Prerequisite is Accounting 200)
Finance 390: Firm Valuation (Prerequisite is Finance 300)
Finance 490: Portfolio Management I - This is the first semester of the Fund where the student will be an analyst for one of the Sectors of the SandP 500 (Must receive a B- or higher in Finance 390 to qualify)
Finance 492: Portfolio Management II - This is the second semester of the Fund where the student will either be a manager for a specific sector, hold one of the many positions for the Fund (such as CEO, COO, CFO, CIO) or in some cases both. (Must receive a B or higher in Finance 490 to qualify)

Additional Facts

You are not required to take Finance 492 if you take Finance 490
Finance 492 does count as your Finance Capstone
Finance 390 will fulfill your Finance elective requirement and if you take 490 as well, that will fulfill your business elective requirement
You do not have to be a Finance Major to join the Fund