UNC Kenan-Flagler Business School

Shaping Leaders, Driving Results

UNC Kenan-Flagler Business School

Capital Markets & Investments Concentration

Overview

The concentration in Capital Markets and Investments (CMI) is designed to prepare students for positions on both the buy and sell side of the capital markets, including corporate treasury, securities analysis and portfolio management, sales and trading, and personal client services. The required curriculum includes both a rigorous theoretical component and a demanding applied component. Courses are structured to provide students a nearly comprehensive preparation for the Chartered Financial Analyst (CFA) program. Many CMI concentrators choose to apply to the Applied Investment Management (AIM) course in which students manage a real portfolio of financial assets.  Historically, UNC Kenan-Flagler has placed about 15 percent of the graduating class in positions involving capital markets and investment. The school has alumni in all global financial centers and major financial institutions.

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Course Offerings

Finance and Accounting Courses Required for CMI Concentrators

  • Investments
  • Quantitative Methods in Finance
  • Portfolio Management
  • Fixed Income
  • Current Topics in Finance
  • Introduction to Derivatives
  • Applied Derivatives
  • Alternative Investments
  • Risk Management
  • Hedge Fund Strategies

Other Suggested Electives

  • Applied Investment Management (highly recommended – apply in January of 1st Year)
  • Financial Statement Analysis (highly recommended)
  • Global Financial Markets
  • Topics in Financial Reporting
  • Complex Deals
  • Applied Corporate Finance
  • Fundamental Principles of Corporate Finance
  • Mergers and Acquisitions
  • Private Equity
  • Financing Real Estate in Today’s Capital Markets
  • Taxes in Finance
  • Behavioral Finance

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