CQA Institute

The CQA Institute is a non-profit organization dedicated to educating students interested in the investment management industry.  By capturing the collective experience and insights of CQA members, the Institute has developed a program that  provides a unique learning experience.  Our goal is to provide an avenue for students who have a desire to go beyond what they learn in school and take advantage of the real world experience of accomplished investment professionals. The CQA Institute is an intensive, two-week course taught by investment industry professionals.  The participants in the course are highly-motivated graduate and undergraduate students interested in a career in investment management.  The course includes a lecture series on key investment topics, “boot-camp” style training on critical technical skills, and a capstone project.

Advanced Investment Management Course

May 17 - 29, 2020 at Wilkes University in Wilkes-Barre, PA

Tuition: $2,500

The CQA Institute’s 2-week Advanced Investment Management course is taught by experienced investment professionals who are CQA members.  The course includes a series of topics taught by experts in the field.  Topics will include an overview of the industry, equity and fixed income research, asset allocation, risk management, quantitative research, portfolio management, and effective communication. Along with the keynote lectures and discussions, the course will focus on hard-skills development in areas like programming, risk models, and model development. The final project is a case study that requires students to work as teams to develop an investment strategy that is presented to a panel of judges.

Key Features

  • Keynote Lectures and Discussion – Students participate in interactive presentations taught by top Wall Street professionals in their area of expertise.
  • Skills Development – Learn valuable skills using the software/systems required to succeed in investments. Skills include: model research and development, risk measurement and management, portfolio optimization and simulation, and introduction to coding and algorithm development.
  • Team-Based Learning – Compete with a team of peers to develop a viable investment strategy and present it to a review panel of professional investment managers.
  • Focus on the Portfolio – Learn the critical concepts of portfolio strategy and management beyond individual stock selection and analysis.
  • Networking / Social Activities – Participate in planned outings to Wall Street and other locations to provide an opportunity to network with investment professionals and talented peers.
Classes BeginMay 17, 2020
335 days to go.

Who should participate?

The AIM course is intended for graduate students and undergraduate students who have completed their Junior year.  Applications are now being accepted for the 2020 program.  The class will be selected from the pool of qualified applicants. There is significant demand for the program, and those selected will be highly motivated students who are focused on attaining the skills to be successful in the investment industry.  The course will be offered immediately after the Spring semester of 2020, beginning on May 17, 2020. The course will be held at Wilkes University in Wilkes-Barre PA.  All activities and room and board costs are included in the program fee.

Why should a student participate in the AIM?

  • An opportunity to get a comprehensive overview of the investment industry and learn about the many career possibilities available.
  • Learn real-world, tangible skills on software platforms used by major firms.
  • Develop critical “soft skills” necessary to succeed in the industry, such as effective presentation.
  • Learn teamwork as you to develop and present a capstone investment strategy.
  • Network with world-class investment professionals and motivated peers.
  • Earn a resume credential that sets you apart and shows a commitment to a career in the field of investments.
  • Have fun while enjoying a once-in-a-lifetime experience.