Charlotte Finance Society
Developing Charlotte’s
next generation of
financial leaders.
The premier undergraduate finance organization
at UNC Charlotte.
partnersINDUSTRY ACCESS
of Business
developmentBUILT FOR YOUR NEXT STEP
01 / The Society
Finance starts here.
Your ambition takes it further.
We bring together UNC Charlotte students with a shared drive to build a future in finance. Through technical training, professional development, and industry access, we turn classroom knowledge into career readiness.
Rooted in the Belk College of Business. Connected to the financial community around us.
Discover the Society
02 / Our approach
Four pillars.
One direction: forward.
A foundation designed to move you from
interest to understanding. From potential to practice.
Technical Development
Build a rigorous foundation in accounting, valuation, and financial modeling.
EXPLORE THE PROGRAM02Professional Development
Prepare for competitive recruiting with the skills to make your next move.
EXPLORE THE PROGRAM03Industry Engagement
Gain perspective from the professionals shaping the financial industry.
EXPLORE THE PROGRAM04Applied Finance
Turn financial knowledge into thoughtful research and real-world analysis.
In developmentOur city. Your opportunity.
Built in Charlotte.
Built for finance.
A major financial center, right outside our classroom.
We connect the ambition on campus to the opportunity in our city.
03 / Applied finance
Learn finance
by doing finance.
Thoughtful analysis. Defensible conclusions.
Work you can stand behind.
We’re building a home for student-led investment research and applied financial analysis. Future teams will give members a place to turn technical knowledge into work they can discuss in interviews and share with the industry.
Team opportunities and member publications will be announced as they become available.
04 / Industry engagement
Connecting campus with
the financial industry.
Bank of America
Wells Fargo
Deloitte
TruistCorporate relationships listed by CFS. Engagements include professional programming; company participation does not imply financial sponsorship.
05 / On the calendar
Your next connection.
The next opportunity is on its way.
Our next events will be posted here once confirmed.
Join our community for the latest announcements.
of Business
Our university connection
Backed by the
Belk College of Business.
A student-led Society within UNC Charlotte’s finance community, supported by the Belk College of Business and guided by faculty advisor Dr. Yufeng Han.
Meet our faculty advisor06 / Our people
Shared ambition.
A stronger community.
Your next chapter
Your career in finance
can start here.
Join a community of UNC Charlotte students building the technical skills,
industry relationships, and experience required to compete in finance.