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Finance Major Toolkit

A resource for all Finance students,

Investment Management is a career where you are selecting investments to put into a portfolio. Investments can include stocks, bonds, real estate, commodities and other assets.

The structure of the investment can also vary. It can be in a mutual fund, an institutional account, an Exchange traded fund, or even a hedge fund.

Regardless of what type of investment asset class or the type of investment vehicle, understanding the valuations of markets and individual investments is paramount. So what is an investment worth and am I paying too much for it given the risk.

Skills you need: Intellectual curiosity, modeling skills, ability to make decisions with incomplete information and an ability to communicate your ideas. 

Pluses of this career:

  1. You get paid to learn – the more you know, the better you can be – intellectual curiosity is necessary
  2. Depending on the firm, there is an opportunity for work/life balance
  3. For those that like to work individually, this is probably less team-oriented


  1. Fair amount of pressure to do well
  2. If you can’t make decisions with incomplete information, it can be frustrating
  3. Markets can create stress. 

All Finance Majors need to take 3 Finance electives.The best fit for this career:

Become a student member of a CFA Society

As a student member of a CFA Society, you have access to content, events and job boards. This is an excellent way to network with professionals in the field and learn from them directly.

The links below are to student membership information from some of our Midwest Societies.

For those of you who don't know, Carl Schweser was a member of the Tippie faculty who created what is now known as the Kaplan Schweser study materials for the CFA Exam. Some of the resources are free, and these links are courtesy of the Iowa CFA Society.

Free Kaplan Schweser Study Materials  

Kaplan Schweser also offers free resources to those interested in earning the CFA charter, including:

Free Question of the Day - Sign up to receive a level-specific CFA practice question delivered directly to your inbox each day!

Free eBook: Before You Decide to Sit for the CFA Exam - Get advice from CFA charterholders who have successfully gone through the program. Learn what it takes to earn the charter and ultimately succeed in the investment industry.

Free eBook: CFA® Program Fundamentals - Kaplan Schweser has developed this exclusive eBook for new and aspiring CFA® Program candidates. Review this introduction to the main topic areas of the Level I CFA exam. Each chapter concludes with a sample of multiple-choice questions, complete with answers and explanations.

Schweser’s Monthly Candidate Guide - Schweser is here to help you on the journey to exam day. Each month, our Candidate Guide will offer you our free resources that we think will best enhance your study plan.