Requirements to apply for the TCM student investment program

You don’t need investment experience to do well in TCM, just the willingness to work hard and the ability to learn. Titan Capital Management courses are open to all finance students. However, students accepted into the TCM Applied Investment Program will receive additional coaching and mentoring while completing a variety of co-curricular activities. TCM students also have access to the exclusive TCM workroom on the 2nd floor of Mihaylo Hall. The co-curricular activities are described at the bottom of this page. 

To qualify for Titan Capital Management (TCM):

  1. Students must have a 3.0 GPA either cumulatively or in your finance classes
  2. Applicants must be committed to pursuing a career in asset management or financial analysis. 
  3. Both graduate and undergraduate students may participate in TCM

TCM candidates must complete the following steps for the TCM application process: 

  1. Email a statement of interest describing why you are a good fit for the TCM program 
  2. Request a recommendation from a coach, supervisor, or professor by sending this link  business.fullerton.edu/TCM application
  3. Be on track to satisfy the pre-requisites for the applied investments courses Finance 442 and 443
  4. See the Roadmap of Required Courses below for details. 

Roadmap

Co-Curricular Requirements for Investment Certificate Students 

  1. Fin 341: Manage a balanced portfolio of stocks and bonds associated with the CFA Society Orange County
    1. Actively participate on a sector analyst team or take on a leadership position
    2. Complete one finance-related internship lasting at least 6 weeks
  2. Fin 442: Monitor all portfolios managed by the Titan Capital Management program
    1. Complete the online Bloomberg Market Concepts certificate
    2. Actively participate on a sector analyst team, including submitting at least 1 trade proposal to the TCM portfolio managers 
  3. Fin 443A: Manage the TCM Bond portfolio and TCM All-Weather portfolio
    1. Actively participate in a student investment conference as arranged by the TCM program
    2. Act as portfolio manager for one TCM portfolio one semester (either in 443A or 443B
    3. Upon approval of the competition coach and class instructor, students may elect to compete in the CFA Investment Research Challenge for course credit
  4. Fin 443B: Manage the TCM Equity portfolio and TCM President’s Scholars portfolio
    1. Complete an in-person training program on financial modeling and valuation
    2. Act as portfolio manager for one TCM portfolio one semester (either in 443A or 443B)
    3. Upon approval of the competition coach and class instructor, students may elect to compete in the CFA Investment Research Challenge for course credit

                                                            

      Picture of TCM students