Our Training Program.

Our premier undergraduate finance curriculum delivers rigorous, uniquely hands-on preparation and unmatched career support for our members.

Our Philosophy

Our curriculum is structured to build a strong technical foundation in finance and investing, while also comprehensively preparing members for the real-world recruiting process. Members progress through weekly sessions, technical workshops, speaker events, behavioral training, and personalized mentorship, developing the analytical skills, confidence, and professionalism required to excel in both competitive interviews and high-performance environments.

The program spans the first two quarters of the academic year, followed by an intensive summer training series. Each stage builds deliberately upon the last: starting with financial fundamentals, advancing into more challenging analysis and second-order thinking, and culminating in summer casework and mock interviews. Along the way, members receive tailored resume feedback, structured recruiting check-ins, and ample opportunities to present pitches and participate in simulated superdays. This holistic, multi-stage bespoke approach ensures members are fully equipped to thrive in elite financial institutions.

Quarter 1 – Foundations of Investing

  
        Week
        Topic
        Description
      
        3
        Foundations of Finance
        Introduction to BVI; fundamentals of value investing and investment methodologies; financial services career landscape
      
        4
        Internships 101 & Career Panel
        Recruitment strategy and advice from upperclassmen; resume-building workshop; networking plan; interview behaviorals
      
        5
        Introduction to Accounting
        Core accounting principles; full three-statement overview: income statement, cash flow statement, and balance sheet
      
        6
        Accounting in Practice
        Applications of advanced inter-statement connections; interactive interview-style examples and practice
      
        7
        Capital Structure & Enterprise Value
        Relationship between equity and debt financing; capital structure waterfall; enterprise value vs. equity value
      
        8
        Valuation & Discounted Cash Flow (DCF) Analysis
        Public comparables; precedent transactions; DCF mechanics (TVM, unlevered free cash flow, WACC, terminal value)
      
        9
        Fundamentals of Excel
        Hands-on Excel workshop, including complete three-statement model, public comparables, and DCF analyses
      
        10
        Capstone Stock Pitch & Exit Interview
        Final investment presentations and cohort selections

Quarter 2 – Technical & Behavioral Mastery

  
        Week
        Topic
        Description
      
        3
        Breaking into IB: Recruiting at UCLA
        UCLA-specific recruiting timelines; target firms, geographies, and groups; supplemental programs and resume-building; structured alumni outreach and networking execution
      
        4
        Behavioral Questions & STAR Method
        STAR framework for personal narratives; interview storytelling and presentation; key leadership and impact narratives; behavioral competencies
      
        5
        Multi-Step Accounting
        Multi-year three-statement connections; non-cash adjustments and PIK interest; impact of different financing structures; changes in working capital
      
        6
        Advanced Accounting
        Deferred tax assets and liabilities; net operating losses; goodwill and impairment; lease classification; purchase price allocation; non-controlling interest
      
        7
        Equity Value vs. Enterprise Value
        Cash and debt bridge adjustments; common enterprise value pitfalls; referred stock and non-controlling interest; lease obligations; pension liabilities
      
        7
        Technical Mock I
        45-minute behavioral and technical interview: behavioral mastery and STAR delivery, complex multi-step accounting, equity vs. enterprise value bridges; live feedback from BVI Executive Board
      
        8
        DCF Deep-Dive
        Revenue builds and forecast construction; operating and financial levers; complex WACC derivations; circularity resolution; sensitivity tables and investor interpretation
      
        9
        Mergers & Acquisitions (M&A)
        Deal financing structures and consideration mix; synergy identification and classification; accretion / dilution analysis; pro forma adjustments and integration
      
        10
        Leveraged Buyouts (LBO)
        LBO structure and financing; leveraged returns model and key value drivers; debt schedule and cash sweep; IRR and MOIC calculations
      
        10
        Technical Mock II
        45-minute advanced technical interview: DCF scenario analysis and applied valuation cases, M&A transaction modeling and merger math, LBO capital structure and returns dynamics; live feedback from BVI Executive Board