Merrill Lynch Wealth Management Center

• Student Investment Club
  Open to all USF business students, this faculty-led group will teach students how to evaluate equity and related investments and recommend investment strategies.
  
  
• CFA Society, Investment Research Challenge
  The college will prepare student teams to participate each year. Students will learn to present their investment strategies and defend their decision to buy, hold/invest, or sell a specific asset.
  
  
• CFA Ethics Invitational

Workshops for Students

• Understanding the basics of investments
• Understanding risk-return tradeoff
• Learning basics of retirement planning

• Summer Finance Academy - High school students will learn basic investment strategies and financial planning.
  
  
• Career Pathways Workshops - The college will partner with local high schools to educate students about career paths in the investment sector.

• Understanding mutual funds
• Basics of Portfolio Management
• Social Security Planning
• Trusts and Estate Planning
• Other investment related topics

Offering talks on topics related to:

• Alternative Investments
• Cryptocurrencies
• Investing in Global Equities
• Municipal Securities
• Economic Forecasts
• Personal Trading

and more!