Charlotte Finance Society / Programs

Build the skills. Put them to work.

A practical foundation for a career in finance, from technical understanding and professional preparation to industry perspective and applied analysis.

01 / Technical Development02 / Professional Development03 / Industry Engagement04 / Applied Finance
01

CFS programming

Technical Development

Build a rigorous foundation in accounting, valuation, and financial modeling.

Get involved
  • Accounting & Excel
  • DCF & comparable company analysis
  • LBO & merger modeling
02

CFS programming

Professional Development

Prepare for competitive recruiting with the skills to make your next move.

Get involved
  • Resume & LinkedIn reviews
  • Behavioral & technical interviews
  • Recruiting strategy & mentorship
03

CFS programming

Industry Engagement

Gain perspective from the professionals shaping the financial industry.

Get involved
  • Firm presentations
  • Speaker series & career panels
  • Professional networking
04

In development

Applied Finance

Turn financial knowledge into thoughtful research and real-world analysis.

Student-led teams are in development. Confirmed team leads, projects, and completed research will be published here as the program takes shape.

Express your interest
  • Equity research & valuation
  • Investment memos & industry reports
  • Financial models & transaction analysis
05

Our shared foundation

Community

Work alongside students who share your ambition. Exchange ideas, prepare for recruiting together, and build relationships that extend beyond a single event.

Find your community
  • Peer learning & mentorship
  • Shared recruiting insights
  • A network built on mutual support

Applied finance / Investment teams

From an idea to an investment thesis.

IN DEVELOPMENT

The next chapter of CFS research.

Future teams will have dedicated spaces for their members, current projects, investment memos, financial models, and completed work. Team openings and publications will appear here once confirmed.

Register your interest
UNC Charlotte campus

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.

Join CFS