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CFA Program Awareness Scholarship

Seniors or graduate students interested in obtaining the CFA Charter:

Drake University is a member of the CFA Institute's University Affiliation Program. Drake's undergraduate finance programs incorporate at least 70 percent of the CFA Program Candidate Body of Knowledge and place emphasis on the CFA Institute Code of Ethics and Standards of Practice. Drake's finance programs position its students well to obtain the Chartered Financial Analyst (CFA)® designation, the most respected and recognized investment credential in the world.

As a member of the CFA Institute's University Affiliation Program, Drake University is entitled to award five (5) CFA Program Awareness Scholarships for one of the three exams given on June 23, 2018. The scholarships reduce the total fees from $1,100 to $350.

Our finance faculty will select five full-time undergraduate or part-time graduate students to receive scholarships. Undergraduate students must be in their final year of studies. For more information about the CFA program and the exams, go to:

http://www.cfainstitute.org/programs/cfaprogram/Pages/index.aspx, and

https://www.cfainstitute.org/programs/cfaprogram/exams/Pages/index.aspx.

If you are interested in applying for a scholarship, please send Prof. John Rozycki an email at john.rozycki@drake.edu by noon Friday, September 29, 2017. In the subject line put "CFA Scholarship." In your email, please indicate the following:

  1. Why you are interested in becoming a CFA Charterholder;
  2. Grades you received for finance courses you have taken;
  3. Your current GPA;
  4. Expected graduation date; and
  5. The names of at least two CBPA professors to serve as references.


  • Position: 2018 Personal Lines Product Summer Internship - Nationwide Product Internship Position
  • Description: The product intern will work with the Personal Lines Product Team, accountable for the execution and communication of profitability and growth strategies for auto and home insurance. The candidate will work in both a team and independent atmosphere to analyze data, formulate conclusions, and develop recommendations to support the Product Managers on the team. The intern must possess quantitative skills and be able to multi-task on several projects. The candidate will develop an understanding of interdepartmental collaboration through integrated projects and research. The internship will be held over the summer months for approximately a 10 to 12-week period.
  • Responsibilities:
    1. Analyze large data sets to make strategic business decisions with the guidance of Product Managers.
    2. Evaluate competitors' products to identify key concepts to research and share findings.
    3. Track competitor rate changes and market share.
    4. Demonstrate the willingness to be engaged and try new things.
    5. Participate in department and company meetings.
    6. Complete training related to insurance as well as computer applications that the applicant will be working with.
    7. Answer questions about products, coverages, or discounts from agents and others associated with Nationwide.
    8. Complete a project with other interns at Nationwide and present in front of senior leadership at the end of the summer.
    9. Perform other duties as assigned.
  • Minimum Job Requirements:
    • Education: In pursuit of a Bachelor's degree in Accounting, Actuarial Science, Data Analytics, Finance, Statistics, Math, Insurance, Marketing, MIS, Business Management or a related field of study. Completion of sophomore or junior year is preferred. Involvement in student activities and/or some work experience. 3.0 GPA or higher is desired.
    • Experience: Previous insurance knowledge is preferred. Candidate should be familiar with problem solving and analysis. Experience working independently and with others in a team environment.
    • Skills/Competencies: Must be able to operate a personal computer and have basic keyboarding skills. Good verbal and written communication skills necessary to interact with all levels of internal and external contacts. Ability to recognize problems, determine appropriate actions, implement solutions, and use judgment when appropriate. Proficiency with Microsoft Office, especially Excel, and a strong technical aptitude will be preferred. Fast learner and willing to challenge yourself everyday.
    • Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
  • Benefits: Opportunity to job shadow other areas of the company, formal presentation experience, ability to work on a project with other interns in the company, community service opportunities, free parking in Nationwide's parking garage, mentorship opportunity, housing stipend for those who apply, and the opportunity to participate in intern events.
  • If interested, apply through Career bluePrint by Wed, October 4.
  • Posted: Sep 13, 2017


  • Position: Morningstar Development Program (MDP) and 2018 Summer Internship Program
  • Location: Chicago, IL
  • Company Description: Morningstar, Inc. is an investment research and investment management firm headquartered in Chicago, Illinois, United States.

  • Morningstar Development Program (MDP) Description: The Morningstar Development Program is to prepare recent college graduates for successful, long-term careers here at Morningstar. Throughout this two-year program, you will be placed in a cohort where youíll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship programs and exposure to different areas of the business to help you succeed at Morningstar.
  • Responsibilities:
    • Build deep expertise in Morningstarís data, products and research.
    • Directly interact with Morningstarís clients, including advisors and individual and institutional investors.
    • Contribute to ongoing training sessions, stretch projects and round-table discussions while developing a strong foundation of knowledge to build on and use in your Morningstar career.
    • Develop both analytical and communication skills by navigating Morningstar products and providing the best customer experience to our clients.
  • Qualifications for MDP Candidates:
    • 0-2 years of full time experience
    • Bachelorís degree; possess an outstanding academic record
    • For Business applicants, all majors are welcome
    • For Technology candidates, either Computer Science or Computer Engineering majors are preferred
    • Excellent communication and leadership skills
    • Creativity and solid analytical ability
    • Well-rounded with a wide variety of interests and passions
    • Cover Letter is required. Applications without a cover letter will not be considered. Please note that cover letters can be uploaded in the same attachment field as résumés. Please indicate your earliest available start date and cumulative GPA in your cover letter.
  • If interested, submit your application, résumé, and cover letter via this link.
  • Summer Internship Description: The Morningstar Summer Internship Program is looking for students in all fields of study with a demonstrated interest in investing and the financial services industry. Successful applicants will be assigned meaningful work suitable to their background. The program advisors and mentors will meet with interns regularly to identify and develop summer goals. Summer interns have the opportunity to apply directly to the Morningstar Development Program after graduation.
  • Responsibilities for Interns:
    • Address a specific Morningstar business problem through thoughtful research, analysis, and creative thinking in an individual project.
    • Collaborate on an eight-week-long group case study and present the results to senior leaders.
    • Participate in training sessions with Morningstar employees across the company spectrum, building a foundation of knowledge to develop throughout your Morningstar career.
  • Qualifications for Internship Candidates:
    • Currently enrolled in full-time bachelorís degree program, graduating in 2019
    • Possess an outstanding academic record; all majors welcome
    • Shows passion for their work and extracurricular activities
    • Demonstrates excellent leadership and communication skills
  • Please indicate your earliest available start date and cumulative GPA in your cover letter. All candidates must apply online in order to be considered for the program.
  • If interested, submit your application, résumé, and cover letter via this link.

  • For any questions, please contact Mr. Basili Alukos via e-mail at Basili.Alukos@gmail.com or www.linkedin.com/in/balukos.
  • Posted: Aug. 28, 2017

  • Position: Financial Advisors-In-Training
  • Location: West Des Moines, IA
  • Description: Individuals in this position have the responsibility to work with clients in a consultative sales capacity. You will build your professional practice through referrals and networking. The West Des Moines office is located in the West Glen Town Center and is home to 7 advisors: 2 have been in the business 15+ years, 3 for 4-6 years and 2 who just started in June 2017. They are a fun-loving, hard-working group who loves to get together outside of business hours for drinks, bowling and grilling out!
  • Qualifications: Strong candidates will be seeking commission based income with strong self-management skills. You will be directly responsible for recommending financial products and services that will help your clients better their quality of life. This role requires the ability to self-promote and market your growing practice. A passion for the importance of financial planning within our community is necessary to develop a successful practice over a three-year training and development plan.
  • How to apply: Visit the MassMutualís booth on Friday, Sep. 15 during the Accounting & Finance Career Fair to meet Ms. Amanda Losasso and learn more about the company and the position.
  • Posted: Aug. 28, 2017

 



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