This intensive program offers business and economics students a unique opportunity to gain hands-on investment management experience. Participants manage a real-money fund in close collaboration with industry professionals and academic faculty. The program combines applied education, practical skills, and valuable industry exposure, making it a collaboration between CFA Society Victoria, CFA Institute, UVic Continuing Studies, UVic Economics, and the Peter B. Gustavson School of Business.
This program provides a strong foundation for careers in investment management, financial analysis, and related fields. Graduates develop practical skills and industry connections valuable for roles in portfolio management, research, and financial advising.
Admission to the portfolio manager role is competitive and based on application review.
Graduate students pay tuition in installments. Ancillary fees for services like U-Pass and health insurance are also charged. International students must have health insurance and may be covered by a temporary plan before BC Medical Services Plan (MSP) eligibility.
This program is a collaboration with CFA Society Victoria and CFA Institute, aligning with their standards and curriculum.
Admission to the portfolio manager role is competitive and based on application review. You must be a third-year business and economics student.
Prepare a single PDF with your Resume, Cover Letter, and Transcripts, and record a 2-3 minute video expression of interest. Email both to jdhutchi@gmail.com by the deadline.
The application deadline is Friday, October 9th at 13:00 PST.
Tuition fees are assessed by program on a per-term basis for graduate students. Specific fee amounts for this program are not detailed here, but graduate programs typically have fee installments in September, January, and May.
The program offers hands-on experience through managing a real-money fund of $1.8 million in assets, in close collaboration with industry professionals and academic faculty.
This program prepares graduates for roles such as Portfolio Manager, Investment Analyst, Financial Advisor, Equity Research Analyst, and Fixed Income Analyst.