INFORMATION FOR
FPWM offers several opportunities for student interested in learning more about financial services.
A monthly event featuring professionals from the wealth management industry sharing their career journeys and advice. Each session includes a guest speaker and networking over pizza. The series enhances student exposure to real-world financial careers and builds industry connections.
Date(s): Monday, September 21, 2026 @ 6 pm
Monday, October 26, 2026 @ 6 pmMonday, November 23, 2026 @ 6 pm
Location: 1600 Valley Rd, Room 2014 (GBFI Financial Center)
The general purpose of the Financial Wellbeing Club is to promote financial literacy, professional growth, and career readiness among students of all majors. The club serves as a platform to explore careers in business, finance, and related fields, while encouraging leadership, collaboration, and informed decision-making. Through education, networking, and experiential learning opportunities, the club supports students in building the knowledge, skills, and connections necessary for long-term personal and professional success.
Date: Fall and Spring Semesters
The SIC provides students with an outstanding opportunity to manage real money. The students experience firsthand the dynamics of security investing in today’s global financial markets. Students establish connections and parallels between their academic work and portfolio management techniques. They hone their skills and develop expertise in making investment decisions by working in groups with an advisory board comprised of finance professionals and experienced finance faculty.
A full-day financial literacy program for college freshmen offering engaging, interactive learning. Students receive stipends, meals, and participate in a capstone activity that helps them create a personal budget or financial plan. The event focuses on core skills such as credit management, saving, and investing.
Date: TBD
