FMA Magazine 2021 - 2023

FMA RESOURCES
OVERVIEW
Since its inception in Fall 2014, FMA has supported its student
members in their pursuit of rewarding and competitive careers.
From candidacy to graduation, we have created an integrative
curriculum that focuses on practical application.
In addition to the new candidate training semester, IFLP
provides four program specific courses.
IFLP
CURRICULUM
• Each counts as a 3-hour finance source.
• Adding university-approved curriculum to Auburn FMA’s
program puts it on par with competing investment banking
schools.
• With the integration of ASIF and FMA under the Integrated
Financial Leadership Program, we have formalized Fund
application by creating a dual-course structure that is specific to
the ASIF portfolio.
• Students will be involved in the ASIF program for 2 semesters
during their junior or senior year and will receive 3 credit hours
each semester.
• The ASIF program combines the real-time decision-making
aspects of managing an investment fund with the structure and
formality of a university-approved course.
• Pitching new investments and managing the portfolio will
be actively integrated with the ASIF portion of the course
curriculum.
IFLP SPECIFIC CLASS 1
ADVANCED FINANCIAL MODELING
• Taught by a former Training the Street (TTS) executive – TTS
is a learning services firm that focuses on financial modeling
and valuation. Several firms throughout Wall Street hire TTS
during their in-house training programs to teach modeling.
• This class provides students with the opportunities to learn
practical skills that students will use throughout their careers
including discounted cash flow, leveraged buyout, precedent
transaction analysis, public comps, merger consequences and
Excel best practices.
IFLP SPECIFIC CLASS 2
ASIF – ADVANCED SECURITY ANALYSIS
• Taught by an investment professional from the Retirement
Systems of Alabama.
• Analysis of investment decision process, include student
pitches across Fund sectors.
• Connection to industry professionals in equity research,
geo-political risk and capital markets.
IFLP SPECIFIC CLASS 3
ASIF – ADVANCED PORTFOLIO MANAGEMENT
• Foundations of portfolio theory with considerations given
to market expectations and strategic asset allocation.
• Looks at optimal investment strategy and focuses on
portfolio management and allocation while applying these
concepts to the ASIF portfolio.
• Monitoring and rebalancing portfolio, with new investment
pitches presented by each sector.
IFLP SPECIFIC CLASS 4
ADVANCED INVESTMENTS (BEGINS FALL, 2023)
• Requires that all students sit for and pass the Securities
Industry Essentials Exam (SIE).
• Explores macroeconomic events and how they affect the
valuation of financial instruments.
• Analysis of trading options and futures for speculative
hedging purposes.
• Computing the optimal allocation of assets (stock, bond,
precious metals, ETF’s, and closed-end funds).
FMA 2021-2023 MAGAZINE 15