Merrill Lynch Wealth Management Center

Programs

Experiential Learning for Students

  • 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

Workshops for High School Students

  • 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.

Community Workshops -  Financial Planning

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

Community - Educational Speaker Series

Offering talks on topics related to:

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

and more!