-the SWS model

Our Model | Educational Programs | Mentoring Initiative | Research Teams | Investment Fund



The SWS model is based on several tenets which combine to form a comprehensive and cumulative curriculum which we believe is helpful in giving students a basic framework in which to learn about investing.  All our educational programs are supplemented by our mentoring initiatives. The ultimate “learning-by-doing” model is what we emphasize to our members in SWS so we do encourage real-life investment experience for the students through a student run fund investment account, within the boundaries of their school guidelines.


Note: The following model is recommended to all chapters by the SWS Board of Directors, but programs may vary depending on college chapter.




educating in SWS


The SWS Education Program has been developed from extensive meetings with investment professionals, lengthy research on the subjects involved, and speaking to students on what they wish to learn about investing, as well as how they wish to learn.


Our Education Program consists of:


Learn more about the SWS Education Program.

  • Fall Seminar Series: A 10-week introduction to investing held each fall for new SWS Associates. Experienced investment professionals lead each seminar, covering topics ranging from Intro to Investing to more advanced valuation and financial analysis techniques. Each seminar is carefully planned and is designed to build upon the previous seminar in order to give students a comprehensive overview of investing principles.
  • Investment Project: The Project occurs simultaneously with the Seminar Series and is an opportunity for students to combine and apply the skills learned during the semester. Students work in teams, analyze a company, and present their recommendation for the stock.  This exercise allows students to take a viewpoint on a company and it mirrors the work of the Research teams in the spring

mentoring in SWS



Learn more about the SWS Mentoring Initiative.


The SWS Mentoring Initiative is designed to expose SWS Associates to accomplished industry professionals.  Professional Mentors offer career and professional advice to students who want to learn more about opportunities within the investment field.  Industry Mentors work with Research Teams to offer advice and feedback, guiding Analysts through their areas of expertise.  Although ultimate investment decisions are left to the students, mentors serve as invaluable resources to students through the research and investment process.



investing in SWS


Learn more about the SWS Research Teams and Investment Fund.

Not only are our educational programs supplemented by our mentoring initiatives, but SWS culminates in real-life investment experience for the students.  After completion of the Seminar Series and Investment Project, students that wish to continue with SWS may have the opportunity to join a Research Team as an Analyst.  Research Teams conduct research within various industries and make investment recommendations to a student-run Investment Board.  The Board ultimately makes the decisions for the chapter's Investment Fund.


This “learning-by-doing” model serves to educate students about investing by giving them a hands-on opportunity to manage a portfolio.  It also contributes to the financial health of the organization by ensuring that informed students are coming together to make judicious investments for the chapter’s fund.






In addition to the structured programs that SWS offers (Education Program, Mentoring Initiative, Research Teams, and Investment Fund), SWS also provides supplementary educational seminars throughout the year, including informal dinners where members are invited to come and learn about various topics in personal finance.  The goal of SWS is not only to educate its members, but also build a community where women can learn and feel comfortable with managing their finances. 


back to top





© 2016 Smart Woman Securities.  All rights reserved.  Smart Woman Securities™ and SWS™ are trademarks of Smart Woman Securities.


 Home  | Terms of Use  | Contact Us