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Class & Programmatic Activities

Class activities include on-site visits to a business or organization and use of practitioners to actively participate in classroom critiques or problem-solving exercises.

Other examples include:

  • Class field trips to various Wall Street firms in New York City, Dominion Resources GreenTech Incubator, BizWorks, Richmond FED, Henrico Doctor’s Hospital, etc.
  • Robins School faculty members have offered seminar classes involving short-term study abroad components to London, Dominican Republic, Guatemala, and the Middle East.
  • Accounting 312/313 students staff an office for the Volunteer Income Tax Assistance (VITA) program in downtown Richmond.

Programmatic Activities

Programmatic activities include student engagement in learning activities designed as part of a concentration or major, such as finance or experimental labs.

CFA Review

The Center for Active Business Education offers a .25 unit pass/fail Chartered Financial Analyst (CFA) review course for seniors each spring.

The CFA (Chartered Financial Analyst) charter is a professional designation awarded by the CFA Institute. The CFA charter serves a similar purpose for investment professionals that the CPA does for accountants. It demonstrates a mastery of a comprehensive body of knowledge important in the investment decision-making process. Many investment firms require entry-level employees to pursue the CFA designation as a condition of employment.

To earn a CFA designation, a candidate must pass three levels of exams (Levels I, II, III) and meet the experience requirement specified by the CFA Institute. The CFA review course at UR prepares you for the Level I exam.

If you are planning to sit for the CFA exam, it is recommended that you take the following courses:

  • FIN 366 Investments
  • FIN 361 Corporate Finance
  • FIN 467 Portfolio Management and Analysis
  • FIN 466 Fixed Income and Derivative Securities
  • ACCT 320 Financial Statement Analysis

The Center for Active Business Education maintains a CFA library that includes the following study materials:

  • CFA Economics
  • CFA Ethics and Quantitative Analysis
  • CFA Equity and Fixed Income
  • CFA Corporate Finance and Portfolio Management
  • CFA Derivatives
  • CFA Financial Statement Analysis

For more information regarding the CFA designation, visit the CFA Institute website.

Contact:
Dr. John H. Earl, Jr.
Associate Professor of Finance

University of Richmond ETF Fund

The University of Richmond ETF Fund is a student investment group with academic oversight from the economics department at the University of Richmond. The UR ETF Fund is a long only investment fund focused on utilizing ETFs as an investment vehicle to outperform a global benchmark. The fund focuses on identifying asset classes and regions through extensive research of key macroeconomic indicators to develop a top-down approach and create a portfolio centered in equities and fixed income. Learn more here.

Contact:
Tim Hayes

Center for Active Business Education

Director
David North, Ph.D.
RSB 344
(804) 287-1938
cabe@richmond.edu