Specialized Courses
Career Advancement's specialized finance courses are designed to prepare students for targeted recruiting by sub-sector, explore different industries, and learn about applications of emerging technologies in financial service.
Technical Prep Courses
Registration
12 Sessions AvailableCohort 1
Cohort 2
Cohort 3
Cohort 4
Office hours-style supplemental technical prep to help students prepare for careers in banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
3 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Capital Markets!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Consumer & Retail Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Energy, Power & Utilities Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
3 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Equity Research!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Financial Institutions Banking (FIG)!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
2 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Healthcare Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
2 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Industrials Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
3 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Publics Investing & Hedge Funds!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Public Sector & Infrastructure Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Real Estate Investing & Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
2 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Restructuring & Leveraged Finance!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
3 Sessions AvailableOffice hours-style supplemental technical prep to help students prepare for careers in Sales & Trading!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
2 Sessions AvailableNovember 6, 2026 | 4:00pm - 5:00pm (Fireside Chat with Jhanvi Lakhani, Goldman Sachs TMT Banking MD)
Office hours-style supplemental technical prep to help students prepare for careers in TMT Banking!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Venture Capital!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
Registration
Office hours-style supplemental technical prep to help students prepare for careers in Wealth Management!
For second year students recruiting for roles in finance, join us for an interactive session led by expert Peer Advisors where you can ask highly targeted questions and receive feedback on your individual recruitment efforts.
AI-Enabled Investment Pitch Lab
Students are required to attend all four sessions if accepted into the course
Students will be accepted into the full course and are expected to attend all sessions if admitted. Applications have closed for this cycle.
Students will learn how public-markets and fundamental investment firms evaluate companies, develop investment views, and use stock pitches in recruiting and competition settings. The session will introduce strategies for sourcing potential ideas and using AI-enabled tools to identify themes, screen companies, compare businesses, and generate research questions.
Participants will learn how to conduct rigorous company, industry, and market research using financial statements, regulatory filings, earnings materials, investor presentations, industry sources, news, and other relevant information. The session will also explore how AI can support research synthesis, competitor analysis, source discovery, and the identification of knowledge gaps while emphasizing source verification and independent judgment.
Teams will develop a differentiated investment thesis supported by financial analysis, valuation, catalysts, risks, and key business drivers. Participants will learn how to organize evidence, test assumptions, develop supporting models, and translate their research into a clear and defensible investment recommendation.
Teams will present their investment pitches to a panel of judges and receive feedback on their research, thesis, analytical support, risk assessment, and delivery. The session will simulate the expectations of external stock-pitch competitions and public-markets recruiting processes. Following the program, selected teams may refine and submit their materials to relevant competitions and firms.
AI in Finance
Students must attend all sessions to receive a certificate of completion.
9:00am - 5:00pm | Finance Track | Led by Adam Nahari and Limor Gultchin
Students will learn Python from the ground up through the lens of financial analysis, moving from variables, data structures, functions, and loops to working with DataFrames. They will translate familiar Excel workflows such as pivots and lookups into pandas. The day builds toward a hands-on data case on broadband market whitespace, where students work individually and then in groups to develop a recommendation. It closes with an introduction to version control and testing with Git and GitHub.
9:00am - 5:00pm | Technology Track | Led by Wall Street Prep
Designed for students with little to no finance background, this seminar introduces the sell-side, buy-side, and other finance careers before moving into accounting, financial statement analysis, and financial statement modeling. Participants will learn how the three statements connect, how to structure projection drivers, and how to present a model. AI exercises are built into every part, from pulling key metrics out of 10-Ks and 10-Qs to using AI to trace and fix errors in a three-statement model, with an emphasis on checking AI output against the source.
9:00am - 5:00pm | Both Tracks | Led by Adam Nahari and Limor Gultchin
Finance and technology students will join in mixed teams to apply their skills to live deal and news analysis. Students will learn how modern AI systems work and where they break, how to engineer effective prompts and context, and how to evaluate model outputs. Teams will then screen news on a public company, test and refine their prompts against hand-labeled results, and build and present a deal-focused project.
5:00pm - 8:00pm | Led by Wall Street Prep
Part 1: AI-Assisted Research & Working with Business Documents (1.5 hours). Students will learn how to use AI to research an industry and a company, and to work through 10-Ks, 10-Qs, earnings call transcripts, and investor presentations. Participants will practice comparing documents over time, generating sharp follow-up questions, and verifying every material claim against primary sources.
Part 2: Data, Excel & Building the Pitch (1.5 hours). Participants will learn to use AI in Excel to error-check a model, sanity-test valuation assumptions, and build clean charts and tables. They will then turn their analysis into a clear, persuasive pitch for a professional audience. The session emphasizes responsible use of AI, including recognizing hallucinations and keeping ownership of the numbers and the recommendation.
5:00pm - 8:00pm | AmplifyME
Students will step into the roles of sell-side market maker and buy-side client to experience two-way market dynamics firsthand. They will learn how order book depth, bid-ask spreads, and inventory risk shape pricing, and how traders adjust quotes when “axed” and offload risk through exchanges, inter-dealer brokers, and ETF hedges. In the second half, participants will translate these instincts into Python, coding automated pricing that skews spreads with inventory, adding risk guardrails and hedging triggers, and tuning their strategy live against adverse selection, with support from the platform’s built-in AI assistant.
5:00pm - 8:00pm | AmplifyME
Students will run a hedge fund relative value book in a live simulation. They will interpret breaking news and earnings in real time, select and size long/short pairs, hedge systematic risk, and manage positions against stop-loss limits. Participants will then automate the approach in Python, building signals that detect ETF mispricings against underlying components, defining entry and exit triggers, and coding in risk controls such as position limits and drawdown stops.
Recruiting for Asset Management
Students should register for all 4 sessions
Registration
The Asset Management Career course introduces students to careers in asset management and the growing role of AI across the industry.
This session will orient students to the asset management industry from the perspective of those who have already developed core banking and finance technicals.
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In this session, students will explore how financial services firms are rethinking risk management considering the rapid adoption of AI.
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In this session, students will learn about how to leverage skills developed for banking recruiting in asset management and buy-side research capacities.
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This session will prepare students for the tactical aspects of recruiting for asset management roles in the spring and summer.
Venture Capital
Students should register for all 4 sessions
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This session will provide students with a comprehensive introduction to the venture capital ecosystem, including firm types (early-stage funds, growth equity, corporate VC, sector-focused funds), the core functions within a venture capital firm, and the early-career opportunities available. The course will focus on teaching students basic venture financing concepts, scouting founders and investment opportunities, and how to underwrite an investment agnostic of company life stage.
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This session will provide a deep dive into the structure of the venture capital industry, covering the distinctions between early-stage and growth-stage investing, sector-focused versus generalist funds, and traditional versus emerging investment strategies. The session will also highlight career pathways into each type of venture investing firm, outlining the skills and experiences valued by different types of funds, as well as the different roles that make up a venture investing firm.
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This session will cover core venture financing concepts, including scouting founders and companies, market sizing, valuation methodologies, exit scenario calculations, term sheets, and competition landscaping. Students will gain practical skills for identifying, evaluating, and structuring successful venture investments.
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In this session, students will learn about the structure and operations of venture capital firms, focusing on portfolio construction, fundraising strategies, and building strong relationships with Limited Partner investors. The session will explore how VCs select and manage investments, raise capital, and cultivate trust and communication with their investor base.