Finance Bootcamp
This is our marquee programme of the year and we welcome all to come learn the fundamentals of finance with us.
Guided by our founding ethos, the Finance Bootcamp was created to serve anyone keen to learn and explore the industry. Students from all year levels and degrees join us each year. The programme spans 8 weeks and covers basic accounting principles to construction of financial models. Below is a detailed breakdown of the topics for each week and a sample of the materials covered in week 1…
Bootcamp Overview
Week 1: Introduction to Finance & Investing
Week 2: CAPM and Modern Portfolio Theory
Week 3: Three Statement Accounting and Financial Ratios
Week 4: Valuation Foundations & Relative Valuation
Week 5: Financial Statements Forecasting and DCF Modeling
Week 6: Qualitative Investment Analysis
Week 7: How to make the perfect investment pitch
Week 8: Stock Pitch Competition (and selection of junior analysts)
Select Bootcamp Slides
Applying learning
After undergoing our bootcamp, candidates are invited to apply their learning by constructing a stock pitch on their own. This is our main pipeline join the UCLAM investment fund. You can learn more about our fund below.