FAU Financial Analyst Program

Objective

In partnership with Bloomberg®, the Financial Analyst Program (FAP) equips students with cutting edge skills in financial analysis and equity research taking the students through a deep value fundamental research process that results in the creation of independent equity research reports. The FAP provides an educational challenge that builds on relevant, real-world fundamental investment knowledge to educate, train and develop the next generation of top notch finance talent.

Financial Analyst Program (FAP) Facts:

• The ONLY program of its kind in the state of Florida
• Preselected group of students based on academic background, GPA, interview and essay
• CFA-based financial analysis curriculum
• Bloomberg Partnership and intern program
• Students must become Bloomberg certified to successfully complete program
• Internships opportunities with:  Asset Management Firms, Family Offices, Hedge Funds, Equity Research Firms, Corporations

Student Benefits

Students gain real experience with real companies in the areas of financial analysis, financial modeling and company valuations. This one of a kind program helps students to become more competitive in today’s job market. Utilizing the newly renovated FAU Trading Room, students will gain practical, hands-on experience and knowledge via Bloomberg® terminals. Students will receive an Financial Analyst Certificate from FAU and are also required to become Bloomberg Essentials Certified. Only 30 students will be accepted to the Fall 2013 program, so make sure you contact us today!

Company Benefits

FAU/Bloomberg Terminal Internship Program
Through the FAU/Bloomberg Terminal Internship Program, companies not only gain access to  talented FAU students, but also benefit from access to Bloomberg® terminals and industry experts, and a partnership with one of the Princeton Reviews “Best Business Schools” in the country (2009, 2010, 2011).

FAU/Bloomberg Capital Markets Series
The inaugural FAU/Bloomberg Capital Market Series provides companies an opportunity to join the conversation with Bloomberg industry experts on the local and global impact of relevant topics such as the regulatory environment, fixed income, technical and fundamental analysis and equities.

Contact us for more information on the Capital Market Series, the Bloomberg Terminal Internship Program and how your company can benefit.

Program Structure

The Financial Analyst Program is a 6 credit hour program. Selected Undergraduate and Graduate Students will register 2 classes totaling 6 credit hours Fall 2013.

The two classes will run over two semesters (Fall & Spring) and will be graded at the end of the Spring semester. Students will be required to go through an intensive financial analysis training program modeled from the CFA curriculum. To complete the program, students will be required to submit and present a final research project and to become Bloomberg Certified. The EAP will also prepare students to sit for the CFA Level 1 exam.

• Program Starts: August 30, 2013
• Program Ends: May 2, 2014
• Meeting Days: Fridays in the FAU Trading Room
• Meeting Times: 9:30 a.m. - 12:30 pm

Program

• Step 1: Application and selection process
• Step 2: Investment training program based on the CFA candidate curriculum ®
• Step 3: Student is assigned a firm in a specific industry to analyze
• Step 4: Draft equity research report is produced and presented
• Step 5: Research will be graded, approved by the investment committee and published

Basic Requirements and Eligibility

• Student must have a 3.3 GPA or higher in their major
• Undergraduate Student must be a business major
• Undergraduate Students should be in their Junior or Senior year.
• Graduate students must be in good standing in the MBA or Master’s program
• Non-Degree students should have a Bachelor’s Degree and have completed the undergraduate prerequisites courses below.

Required Prerequisite Courses

• Undergraduate students should have completed the majority of the following: Accounting I & II, Corporate Finance, Money and Banking, Economics (macro/micro), Advanced Finance.
• Graduate students should have completed the at least two of the business courses listed above, if their undergraduate degree is not in business.
• Non-Degree seeking students should have completed the following: Accounting I & II, Corporate Finance, Money and Banking, Economics (macro/micro), Advanced Finance.

Written Personal Statement

Three essay questions must be answered and submitted with the The Financial Analyst Program application. Those candidates who are selected will be interviewed; interviews will be conducted by the investment committee. Only those applicants selected will be contacted for an interview.