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2019 - 2021 FMA Magazine

FMA Magazine covers events and programming for 2019 - 2021, including Auburn University Student Investment Fund performance.

FMA Magazine covers events and programming for 2019 - 2021, including Auburn University Student Investment Fund performance.

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<strong>FMA</strong> RESOURCES<br />

OVERVIEW<br />

Since its inception in Fall 2014, <strong>FMA</strong> has supported its student members in their<br />

pursuit of rewarding and competitive careers. From candidacy to graduation, we<br />

have created an integrative curriculum that focuses on practical application.<br />

In addition to the new candidate training semester, IFLP provides three program<br />

specific courses.<br />

• Each counts as a 3-hour finance 4000-level course.<br />

• Adding university-approved curriculum to Auburn <strong>FMA</strong>’s program puts it on<br />

par with competing investment banking schools.<br />

• With the integration of ASIF and <strong>FMA</strong> under the Integrated Financial<br />

Leadership Program, we have formalized Fund application by creating a dualcourse<br />

structure that is specific to the ASIF portfolio.<br />

• Students will be involved in the ASIF program for 2 semesters during their<br />

junior or senior year and will receive 3 credit hours each semester<br />

• The ASIF program combines the real-time decision-making aspects<br />

of managing an investment fund with the structure and formality of a<br />

university-approved course<br />

• Pitching new investments and managing the portfolio will be actively<br />

integrated with the ASIF portion of the course curriculum<br />

IFLP<br />

CURRICULUM<br />

IFLP SPECIFIC CLASS 1:<br />

ADVANCED FINANCIAL MODELING<br />

• Taught by a former Training the Street (TTS) executive – TTS is a learning<br />

services firm that focuses on financial modeling and valuation. Several firms<br />

throughout Wall Street hire TTS during their in-house training programs to<br />

teach modeling.<br />

• This class provides students with the opportunities to learn practical skills<br />

that students will use throughout their careers including discounted cash<br />

flow, leveraged buyout, precedent transaction analysis, public comps, merger<br />

consequences and Excel best practices.<br />

IFLP SPECIFIC CLASS 2:<br />

ASIF – ADVANCED SECURITY ANALYSIS<br />

• Taught by an investment professional from the Retirement Systems of<br />

Alabama<br />

• Analysis of investment decision process, include student pitches across Fund<br />

sectors<br />

• Connection to industry professionals in equity research, geo-political risk and<br />

capital markets<br />

IFLP SPECIFIC CLASS 3:<br />

ASIF – ADVANCED PORTFOLIO MANAGEMENT<br />

• Foundations of portfolio theory with considerations given to market<br />

expectations and strategic asset allocation<br />

• Looks at optimal investment strategy and focuses on portfolio management<br />

and allocation while applying these concepts to the ASIF portfolio<br />

• Monitoring and rebalancing portfolio, with new investment pitches presented<br />

by each sector<br />

<strong>FMA</strong> <strong>2019</strong>-<strong>2021</strong> MAGAZINE 15

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