Announcement Regarding CFA Exam 2021

Those interested in taking the CFA exam and of whom are planning on taking it in California or Nevada are invited to attend a special CFA Program info webinar on Friday 23rd April @ 12:30 - 1:30 PM PST! Rob Langrick, CFA, CIPM and Kristina Fritzhugh will be sharing general information about the program along with the new CFA Exam schedule that includes a new late August exam testing window. A new testing location has also opened up in Diamond Bar!

Those interested can register for the webinar at this link!

What is Titan Capital Management (TCM) all about? 

Check out quick Spark presentation to learn more!

The mission of TCM is to provide students with the opportunity to apply concepts learned in the classroom in practical settings designed to prepare participants for careers in financial services.

TCM Brochure

TCM Calendar 2020-2021

There are several ways to participate in the TCM programs at Cal State Fullerton:

• Professional Certificate in Personal Financial Planning
  
  • Complete the education coursework requirement to sit for the CFP® Certification Examination
  • Professional Certificate in Personal Financial Planning Program Presentation

• Chartered Financial Analyst (CFA) preparation
  • Complete recommended courses to prepare for the CFA Level I exam
  • Apply for scholarships to offset exam fees
  • More information about the CFA program

• SMIF (Student Managed Investment Fund, course FIN 341)
  • 1-unit investment practicum open to all CSUF students desiring to become more familiar with the financial markets
  • Recommended coursework to prepare for the TCM program and prepare for careers in asset management

• TCM student investment program (FIN 442 and FIN 443)
  • Student teams spend 12 months managing a stock and bond portfolio funded by the CSUF Philanthropic Foundation with support from generous donations of CSUF alumni.
  • Titan Capital Management Program Presentation
  • The TCM Experience

Class sizes are small, with each program overseen by highly qualified faculty and enriched with guest speakers and advisors drawn from local financial firms. Depending on the program selected, students will be introduced to academic and applied financial concepts needed to succeed in careers in personal financial planning, institutional asset management, and fundamental financial analysis.

For more information about the 12-month TCM Investment Program, please see top left navigation links. 

To learn more, contact the program office:

• Professional Certificate in Personal Financial Planning Program at financialplannning@fullerton.edu
• CFA Institute liason Professor Kelly Ko at keko@fullerton.edu
• TCM and SMIF at tcm@fullerton.edu

For more information about the the 12-month TCM Investment Program, see the top left navigation links. If your firm would like to become a supporter of the program, please  click here. Donations are used to provide scholarships to investment competition winners, fund conference expenses, and bolster the Titan Capital Management operating budget.