AIM Course and Fund

AIM is an applied 6-credit course over two semesters, where you have an opportunity to apply what you have learned in other finance courses. You may take the course for one semester or both and receive proportional credit. The course is open to qualified MBA and undergraduate students. The next AIM class will begin in Mod I of fall 2024 and run through Mod IV of 2025.  Admitted students are strongly encouraged to attend the class during Mod IV (starting in March 2024) to familiarize themselves with portfolio positions and the investment process, ahead of the transition to next year’s team.

For undergraduate students, the pre-requisite courses are 407 (Financial Accounting) and 408 (Corp Finance), with 580 (Investments) and 584 (Financial Modeling) recommended. For MBA students, the pre-requisite courses are Investments 1 and 2. You should have the ability to pull up a company’s 10K filing, locate the income statement, balance sheet, cash flow statement and know what most of the terms mean. Since this is an applied course, there is minimal formal instruction; instead, you are expected to apply what you know, with feedback provided.

The AIM class meets on Wednesdays, from 3:30 p.m. to 6:20 p.m. in the Capital Markets Lab. Please review the course syllabus for details and answers to any questions you may have before applying.

Applications are due by March 3, 2024.
Decisions and notifications will be sent out no later than March 17, 2024.

Click here for the MBA Student Application
Click here for the Undergraduate Application

Capital Markets Lab

The UNC Kenan-Flagler Capital Markets Lab is the central financial resource at UNC Kenan-Flagler Business School. The lab provides students with hands-on experience using the most sophisticated and ubiquitous tools in the investment management industry. The lab includes 20 Bloomberg terminals as well as research tools like FactSet, CapIQ, Morningstar, among others, and representatives of Bloomberg and FactSet visit the School to provide instruction on using their tools.

Each year more than 500 undergraduate and MBA students achieve Bloomberg certification, an important credential in the financial services industry. The Capital Markets Lab provides a real-world setting for students to manage portfolios with exposure to equities, fixed income assets, and derivatives. The lab enables world-class research for the Global Perspectives Fund, a student-run portfolio managed from the lab.

The lab was founded in 2008 and was designed to provide an applied learning experience for students concentrating in Capital Markets and Investments. The skill developed help UNC Kenan-Flagler students launch successful careers in risk management, asset management and trading positions in banks, commodity firms and hedge funds.

AIM Program leadership team

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