The classroom experience begins with a 2-day pre-program weekend on March 20 - 21, 2027. The sessions will cover foundational topics such as the time value of money and Excel. Some career success topics will also be introduced. The weekend provides an opportunity for a soft start and ice-breaking, while introducing you to your classmates.
The main classroom learning occurs weekdays from May 3 to June 4, 2027. Each day will consist of four 80-minute sessions throughout the morning and early afternoon and time for group work/study. The careful sequencing of the individual sessions and themes that build on one another to provide you with a powerful and unique learning experience. Topics include*:
Career success
- Effective presentations;
- Networking;
- Effective presence;
- Teamwork;
- Career management;
- Ethics;
- Negotiations; and,
- Expert panels.
Technical skills
- The basics: Excel, coding, and accounting;
- Time value of money;
- Analytics and statistics;
- Financial statements and financial ratios;
- Investing, the cost of capital, and capital structure;
- Risk and return and market efficiency;
- Bond and stock valuation;
- Cash flow estimation, discounted cash flow analysis, and relative valuation;
- Behavioural finance; and,
- Portfolio theory and portfolio allocation.
Industry knowledge
- Capital markets overview;
- Asset management overview;
- Size-up process;
- Specialty topics; and,
- Expert panels.
Capstone activity
- Team-based; and,
- Deep-dive company analysis.
During the program students will participate in a team-based capstone activity, and goes beyond the classroom, into the boardroom. The focus will be on a publicly traded company headquartered in the Toronto area. Teams will analyze a company and spend time meeting with senior executives. They will then work on their analysis, applying technical skills and industry knowledge, and develop a presentation by applying career success tools. Faculty coaching will be provided. Teams will make presentations in Toronto to senior executives, followed by a program wrap-up and networking event.