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2024-25

New FNCE 197 Class

In the Fall 2025 Quarter only, the Finance Dept. will be offering the following class: FNCE 197  Investment Banking, T/TH, 12:10-1:50PM, Professor Sam Lee, (5 units). Early applicants - Apply by Wednesday, May 7th.

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 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 as well. 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. 

Students must apply directly to the instructor to receive permission to enroll in the course; there are no formal prerequisites, though having taken ACC11 or taking it in parallel is helpful. Preference is given to students who plan to take this course in their sophomore year and aim to apply for investment banking internships in the subsequent winter and spring quarters. 

Important Details:

  • Students of all majors are welcome to apply!
  • Fill out this form: https://forms.gle/EK4tQLxW16s1xGBt8 to get the instructor's approval.  
  • Early applicants will be notified by Monday, May 12th. However, we will continue to accept applications until the start of the fall quarter.
  • Please email Professor Sam Lee with any questions about this upcoming course. 
  • *For FNCE majors, this class will count as one of the four FNCE electives required for their major.