How do you analyze a company’s financial reports? How do you compile a portfolio of investment for maximum return? What investments will give you the best return for the least risk? How can you evaluate financial decisions when conditions are constantly changing? These are the essential questions of the finance industry – and they are intimately related to the lives we lead and world we live in.
Learning about money, and how it works, is a critical knowledge-set to acquire. A course in Investment Finance will give you knowledge about money, the time value of money, and how to evaluate financial information and implement financial decisions.
Note: This course overview is for informational purposes only. The content and learning objectives are set by your teachers, and may be subject to change as a result of ongoing curriculum revisions, the actual pace of learning by students, and other factors.
Macroeconomic principles, FSPs, industries and business cycles, as well as capital markets. Income statements and balance sheets, cash flow statements, AFS evaluations and corporate transactions.
Portfolio Management and Reporting
Risk and return, portfolio construction, collective investments, and alternative investments. Construct a portfolio of investments, compare and contrast company performance over time and build an equity analyst report.
Create compelling pitch decks using Powerpoint, supported by financial models and valuation analyses. Soft and hard skills necessary to excel in the workplace in an international culture.
"My aim is for students to understand the financial services ecosystem and where they might want to fit in. Having a better understanding of the players and the roles they fulfil, grounds theoretical financial knowledge in the real world."
Includes in-depth information about the industry, our curriculum, cities, internship options, and other important FAQs.
Our internships are different from the usual. Instead of leaving you on your own, we provide you with daily support and occasional classes to cover additional material. That means you'll be able to create huge value in a short time—all of which you can add to your resume to show future employers.More about internships at iX
iXperience offers direct need-based financial aid to all qualifying students. Your eligibility for financial aid is determined entirely by your demonstrated need, and you'll have the chance to apply along with your iX program application. Applying for financial aid will not impact your admissions decision in any way.
The Investment Finance course was such an engaging and challenging experience, thanks to our amazing teacher, Brent. Be prepared to have so much fun and learn so much at the same time.
I can say without question that I was able to get a real valuable experience into what the it’s like to work at an investment firm and the great feeling that comes with presenting something that you had worked hard on over the past few weeks.
After the intensive four week finance course I felt well equipped for the work that did evaluation and modeling to apply them as needed. We looked into the scalability of the company too. I’m so grateful of my experience working with a South African company in its initial stages.
I walked into the finance course with very limited Excel skills, and due to the class, I was able to start my internship with a good head on my shoulders and work in Excel on the daily. I'm very thankful to have picked up skills from our amazing teacher, Obeid, during the course.
Ben, our teacher, made the class a fun environment to learn finance and made the 4 weeks a worthwhile experience. I really enjoyed the fund project, and found it a great way to apply what we had learned.
Build your summer. (5 mins)Use our application platform to choose the best city, course, and date combination for you. Not sure what combo to pick? Don't worry – you can change your selection after submitting your application. Our Admissions Team is always here to help.
Choose between a written application or phone interview. (30-45 mins)You can write our short application essays, or choose to schedule a phone interview with one of our admissions consultants, if the option is available. Our advice? Just be yourself!
Confirm your eligibility. (10 mins)In order to receive your admissions decision, you'll need to confirm that you are in good academic standing with your home institution and that you are approved to study abroad. We'll send you a form to complete with your study abroad advisor to make this easy. We highly recommend meeting with your study abroad office and other advisors about your summer plans.
Get your admissions decision.You'll hear back in 2-4 weeks. Earlier applications receive quicker decisions and preferential admission. After receiving your decision, you'll have opportunities to ask more questions about the program or even put your parents in touch.
Secure your spot.As spots at iXperience are limited, we encourage our admitted applicants to secure their spot in the program by paying their deposit.