Requirements

Academic
Both concentrations require a primary finance major and a cumulative GPA of at least 3.0.

Internship
Every AIM student completes at least one internship. Placements and performance are
tracked closely by AIM faculty and staff.

Community Service.
The community service requirement, formalized as coursework, begins in spring of
sophomore year. Students complete ten hours per semester, arranged through AIM or
independently, with validation from the service site.

Curriculum

Every AIM student completes a primary finance major, the AIM core, and the coursework
specific to their concentration.

Finance Core

Required of all AIM students.

FINA 3001, Introduction to Financial Management. The foundation. Corporate finance
principles, valuation, capital budgeting, and capital structure, plus an introduction to
financial markets and the instruments traded in them.
FINA 4001, Advanced Financial Management. Applied corporate finance. Working capital,
capital budgeting, dividend policy, cost of capital, and valuation principles.
FINA 4011, Investment Analysis. Stocks, bonds, convertibles, and options, the markets
where they trade, and the decision process for evaluating investment opportunities.

AIM Core

Required of all AIM students, regardless of concentration.
ACCO 3001, Intermediate Accounting. Development of accounting standards and the
conceptual framework behind financial reporting, with an in-depth review of the income
statement and balance sheet.
ACCO 4080, Analysis of Financial Statements. Reading, interpreting, and analyzing
financial statements to assess liquidity, solvency, capital structure, return on investment,
and operating performance, including the effects of alternative accounting methods and
footnote disclosures.
AIM 4310, Sector and Company Investment Analysis. The entry point into applied investing.
Students learn to perform equity research, analyze market sectors, and build financial
models to value companies.
AIM 4320, Identifying, Valuing and Communicating Investment Opportunities. Builds on
4310. Students construct models for sensitivity analysis, identify mispriced opportunities,
and learn to communicate an investment thesis effectively.
FINA 4065, Fixed Income Securities (CFA and IBPC track) or FINA 4210, Commercial Bank
Loan Underwriting (IBPC track). Fixed income covers the markets, valuation techniques,
and derivative strategies for debt securities. Commercial Bank Loan Underwriting is a
hands-on credit course where students analyze live loans and present to a committee of
practicing bankers.

CFA: Investments

AIM 4330, Advanced Research Techniques for Investment Analysis. Complex scenario
modeling, advanced valuation methods, factor analysis, alternative data and AI
applications, and direct analysis of the AIM portfolios.
FINA 4075, FinTech Foundations and Applications. An experiential course covering
valuation, pitch development, and applied technology, including automation, big data, API
architecture, and machine learning.
FINA 4085, Sustainable Finance. Ethical and socially responsible decision-making
grounded in the CFA Institute standards of conduct, plus ESG factors and investor
activism, taught through team research projects with outside practitioners.
Investment Banking & Private Capital (IBPC)
FINA 4081, Investment Banking. The core transaction course. M&A advisory and capital
markets offerings, with applied work in trading multiples, precedent transactions, DCF,
LBO analysis, and accretion/dilution across scenarios including take-privates, dividend
recaps, tender offers, and IPOs.
FINA 4191, Private Equity, Ethics and Society. Evaluation of private equity opportunities
through case studies covering due diligence, valuation, capital structure, deal
construction, and exit strategy, framed within the moral and societal implications of the
industry.
AIM 4440 IBPC Capstone.
As a culminating IBPC course, students engage in case studies and competitions, financial
modeling, guest speaker presentations, select readings, and AI applications to further
develop critical thinking and strategic financial management thought processes. Students
will work constructively as a team member to solve business problems, present deal
recommendations and analyses in a persuasive, clear, and succinct manner using
effective written and oral communication skills.