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Experience what SWS and our programs are all about! Below, we outline the journey through our programs at a typical college chapter and give you a better sense of what SWS aims to accomplish at college chapters everywhere.

 

 

your journey in SWS

 

 

you're a college student...

 

You have homework to finish, papers to worry about, exams to study for, and oh yeah, a social life too. In between classes and extracurriculars and making time to relax, you don't really have all that much time to think about managing your money. But you do know that after you graduate and get a job, you might have to start figuring it out.

 

 

you hear about SWS on campus...

 

You hear about this new group on campus, Smart Woman Securities, that aims to teach women about investing and finance. You may not know much about investing, but you've been hearing things like "subprime" and "credit crunch" on TV. You may also be interested in job opportunites in finance, or you may have no interest in it at all... but you do want to learn more about investing and managing your own money.

 

 

so you go check out SWS' two-week personal finance workshop...

 

You gather up a couple of friends to attend the two-week Personal Finance Workshop. Since these first two weeks are open to everyone on campus, you don't feel like you're committing yourself to an organization yet... after all, you're still figuring out what you have time for. Plus, you want to see if this program will complement how you learn. For two weeks, you sit in on an hour-and-a-half seminar where you can request a copy of the presentation, along with a handout for complementary info and a glossary. At the end of the two weeks, you have the opportunity to continue on and learn more about investing in advanced topics like financial statement analysis, valuation, macro trends, etc. But for now, you're content with learning the basics, and then seeing if you'd like to continue and officially join SWS.

 

you decide you want to keep learning...

 

After the first two weeks, you like what you see, and you want to continue learning. You commit yourself to attending the next eight weeks of the SWS Seminar Series, and you are also placed on an Investment Project team, where you're covering a company for the remainder of the program. As a prospective SWS Associate, you have to attend the next eight seminars and work with your team to produce an investment report and presentation on your company. You're also given the opportunity to interact with mentors, both within your project team, and with outside professionals in various fields within finance.

 

it's week 10, and you have to present your investment project...

 

All semester long you've been working with your team, following this one stock and its competitors within the industry, learning more about how to analyze its financial statements and interpret its numbers. Now you have to present your investment report and make a presentation in front of your peers and a panel of judges...all of whom are interested in what YOU think about this stock. It is a BUY, SELL, or HOLD? Maybe you'll look back six months from now and see that you were completely wrong... Maybe you were too conservative, or too aggressive. However, whatever your thesis, it's the process that has gotten you to this point that is most important.

 

you're officially an SWS member! and now you want to join a Research Team...

 

After completing the Seminar Series and Investment Project, you are now an official SWS member! You and your class have officially "graduated" from the training program, and you now have several opportunities to stay involved. After working with a team on the Investment Project, you decide to apply to be on a Research Team, conducting research and making investment recommendations within an industry. You apply and are accepted to serve as a Research Analyst. Your team meets often, studying subsectors within your industry, reading news reports, visiting companies, arranging meetings with mentors, and trying to become the foremost experts within your industry. After studying several opportunities, you give a stock pitch to the Investment Board on a strong investment that you believe SWS should pursue. Along with an oral pitch, you also turn in a stock report for the Board's review.

 

you're leading your Research Team, sitting on the Investment Board...

 

You're now a Senior Analyst on your Research Team, guiding the new Analysts and sitting on the Investment Board, where you have the opportunity to make investment decisions for the chapter's portfolio. Not only do you have to consider the current allocation, but you are also looking to make new investments. You read stock reports and listen to stock pitches from all the Research Teams. You keep up to date with current news to determine what the market is like. You debate with other Board members over the merits of certain investments. Ultimately, you and your fellow students make investment decisions for your portfolio.

     

you apply for an Executive Board position...

 

You've pretty much done it all, conducting research, managing a portfolio, but you want to get on the operations side of SWS, running the day-to-day. You decide to apply for an Executive Board position. Once you're on the Board, you take the awkward Board picture and then work on all the little logistical details that make the organization tick.

 

 

you're graduating from college...

 

Soon comes that day when you're no longer a college student, but a legitimate alumnae... While you get to pass the baton with regards to your role in SWS, you can now become involved as an informal adviser, mentor, or even a speaker. The SWS mission never ends, and we encourage you to keep learning and staying involved. After all, students will now be looking to you for advice now, and hopefully you will be able to retrace some of those steps when you first started learning about investing with SWS.

 

 

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