Cal Poly SLO Finance Program: A Learn-by-Doing Approach

Cal Poly San Luis Obispo's Finance program, housed within the Orfalea College of Business, is renowned for its "Learn by Doing" philosophy, providing students with a robust theoretical foundation coupled with practical, hands-on experience. The program aims to equip graduates with the skills and knowledge necessary to succeed in a variety of finance careers, from investment banking and portfolio management to corporate finance and financial planning.

The curriculum is carefully structured to progress from foundational courses in accounting, economics, and statistics to more specialized topics such as financial modeling, investment analysis, risk management, and international finance. Students are exposed to real-world financial data and tools, utilizing industry-standard software like Bloomberg terminals and financial databases. This practical application of knowledge is a hallmark of the Cal Poly finance experience.

One of the key differentiating factors of the Cal Poly program is its emphasis on experiential learning. Students have numerous opportunities to engage in activities that simulate real-world financial scenarios. These include managing student-run investment funds, participating in case competitions, and undertaking internships at leading financial institutions. The Cal Poly Finance Club is also very active, offering workshops, networking events, and guest speaker series.

The student-managed investment funds, such as the Cal Poly Student Innovation Fund, allow students to gain direct experience in researching, analyzing, and investing in equities. This provides invaluable hands-on experience that prepares them for roles in asset management and investment banking. Furthermore, participation in national and international case competitions hones their analytical and problem-solving skills, allowing them to apply their financial knowledge to complex business challenges.

The faculty at Cal Poly's Finance department are a blend of seasoned academics and industry professionals, bringing both theoretical expertise and practical insights to the classroom. They are committed to providing personalized attention and mentorship to students, fostering a supportive learning environment. Many faculty members have extensive experience in the financial industry and maintain close ties with leading firms, which helps facilitate internship and job opportunities for students.

Graduates of Cal Poly's Finance program are highly sought after by employers across various sectors of the financial industry. They are well-prepared for roles such as financial analysts, portfolio managers, investment bankers, corporate finance professionals, and financial planners. The program's strong reputation, coupled with the graduates' proven ability to apply their knowledge in practical settings, makes them competitive candidates in the job market. The location of Cal Poly, though not directly in a major financial hub, is strategically positioned to provide strong West Coast connections and relationships for internship and career opportunities.