FNCE 197 Investment Banking Class
The Application for the Fall FNCE 197 Investment Banking Class is now open!
Course Details:
- Term: Fall Quarter 2026 only
- Class: FNCE 197 Investment Banking* (5 units)
- Schedule: TTh 12:10-1:50 pm
- Instructor: Professor Sam Lee
Early Applicants: Application open NOW through Wednesday, May 6th.
Course Description: In this course, students will be introduced to the basic "technical" knowledge required of those who want to enter as analysts into investment banking. The material covered focuses heavily on company analysis and valuation methods, such as financial statement analysis, comparable companies analysis, benchmarking and relative valuation, financial forecasting and modeling, discounted cash flow valuation, and sensitivity and scenario analysis. All topics will be studied in the context of a Harvard Business School (HBS) case study or a real-world valuation task.
If time permits, more advanced topics such as LBO modeling and M&A deal structures will be touched upon. Course participants will be expected to simultaneously be active members of the SCU Investment Banking Club, which will be running related workshops in parallel and after the course.
Important Details:
- Application Link: Fill out this FNCE 197 application form to receive instructor approval.
- Eligibility: Students of all majors are welcome to apply. There are no formal prerequisites, though having taken ACTG 11 (or taking it in parallel) is helpful.
- Preference: Priority is given to sophomores aiming to apply for investment banking internships in the subsequent winter and spring quarters.
- Notification: Early applicants will be notified by Monday, May 11th. General applications will continue to be accepted until the start of the fall quarter.
- Credit: For FNCE majors, this class counts as one of the four required FNCE electives.
Please email Professor Sam Lee with any questions about this upcoming course.