The UCLA Value Investing Program is a CFA University Affiliation Program Partner of the CFA Institute, a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. To qualify, the CFA Institute determined that Broad offers a degree program that covers at least 85 percent of the CFA Program Candidate Body of Knowledge, the CFA Institute ethical and professional standards, and other requirements.

The CFA Program sets a standard for developing the skills, standards, competence and integrity of financial analysts, portfolio managers, investment advisors and other investment professionals worldwide. It is widely considered the investment profession’s most rigorous credentialing program.

The UCLA Benjamin Graham Value Investing Program encourages and supports students who wish to apply to Girls Who Invest (GWI), a non-profit organization dedicated to increasing gender diversity and inclusion in investment management with a focus on growing the pipeline of women in frontline investing positions. The organization accomplishes this through education, mentoring, internships, and a supportive community. Its flagship Summer Intensive Program enables college sophomores to explore investment management careers through four weeks of free educational training with top university professors, followed by a six-week paid internship at one of more than 100 leading investment management firms in the U.S., U.K., and Canada. Students can also apply for GWI’s four month, fully subsidized, self-directed Online Intensive Program. In addition, all scholars receive support and career guidance from a community of partners, mentors, and alumni. GWI’s vision is for 30% of the world’s investable capital to be managed by women by 2030. Read more and see GWI in action at

Valuation and financial statement modeling skills are a core component of the UCLA Benjamin Graham Value Investing Program. Therefore, we have partnered with Wall Street Prep, a highly regarded training program used by top business schools, asset managers, and consulting firms, to provide modeling training to our first-year concentrators.