Chairperson: Bin Wang, Ph.D.

The curriculum for the undergraduate Applied Investment Management (AIM) major prepares ethical future investment professionals to apply rigorous analysis and sound judgment to evaluate securities, manage portfolios, and navigate the complexities of capital markets. A strong foundation in finance, economics, and accounting is essential to understanding how markets work and ensuring investment decisions are made with integrity. AIM, therefore, draws from these core disciplines to deliver an education grounded in real-world investment practice and professional excellence.

Students are encouraged to apply to the AIM program when they are ready, typically during freshman year or at the beginning of the fall term of their sophomore year. Acceptance into this major and any associated concentrations is limited and based on:

• Overall academic performance
• Strong performance in courses relevant to investments and financial analysis (e.g., accounting, economics, ethics, finance, mathematics, and statistics)
• A project, one-pager, or essay demonstrating interest
• Resume 
• Interview

Click here to learn more and apply for the AIM Major; https://www.marquette.edu/business/aim/application.php. For more information contact:

• AIM CFA: Investments Concentration - Michael Blonski, CFA at 414-288-6893 or michael.blonski@marquette.edu
• AIM Private Capital & Investment Banking Concentration – Jeff Germanotta at 414-288-7146 or jeffrey.germanotta@marquette.edu 

Students studying Applied Investment Management (AIM) must complete an additional primary major within the College of Business. This major can only be completed through pursuing one of the listed concentrations. 

AIM CFA: INVESTMENTS Concentration

AIM CFA: Investments allows a select group of finance majors to get hands-on academic and financial analysis experience, including an opportunity to actively manage domestic and international equity and fixed-income portfolios. It is designed for students interested in becoming Chartered Financial Analysts (CFAs), preparing them to begin a career in the money management industry. CFA: Investments, therefore, is rooted in the foundations of valuation.

Students in the CFA: Investments Concentration must also have a declared primary major in Finance (15 credits).

Note: Any waivers/transfers of course requirements must be approved by both the AIM program executive director and the assistant dean for undergraduate programs.

a. Students accepted into the CFA: Investments concentration must earn a B- or better in all primary and secondary major requirements (including FINA 3001 Introduction to Financial Management, FINA 4001 Advanced Financial Management, FINA 4011 Investment Analysis, and AIM 4996 AIM Being the Difference).

b. All students in the CFA: Investments concentration must complete 10 hours of community service per term, monitored by the program director.

c. Maintain a minimum cumulative GPA of 3.000 during the entire program. Failure to meet academic standards in any term may result in the student being dropped from the AIM major.

d. If a student leaves or is dropped from the CFA: Investments concentration, the credits they have earned will be applied, where possible, to their major requirements, upper-division business electives, or other appropriate degree requirements. However, additional credits may still be necessary to complete a business major in the College of Business Administration. Consultation with a students adviser or the Swift Student Center may be necessary.

e. A Non-Fungible Token (NFT) is issued by the AIM program certifying completion of the AIM major.

f. Dual enrollment in multiple AIM concentrations is not permitted.

AIM private capital & investment banking concentration

This concentration immerses a select group of Marquette students in the intricate world of private capital (private equity, private debt, venture capital, etc.) and investment banking, emphasizing ethical stewardship, strategic growth, and value creation. Students gain hands-on experience evaluating and structuring high-impact financial deals, from mergers and acquisitions to capital raises. Through applied learning, they refine skills in financial analysis, strategic advising, and deal execution, preparing them to leverage market opportunities and navigate the complexities of global capital markets responsibly.

Note: Any waivers/transfers of course requirements must be approved by both the AIM program executive director and the assistant dean for undergraduate programs.

a. Students accepted into the Private Capital and Investment Banking concentration must earn a B- or better in AIM major specific courses (including ACCO 4080 Analysis of Financial Statements or FINA 4075 FinTech Foundations and Applications, AIM 4996 AIM Being the Difference).

b. All students in the Private Capital and Investment Banking concentration must complete 10 hours of community service per term, monitored by the program director.

c. Maintain a minimum cumulative GPA of 3.000 during the entire program. Failure to meet academic standards in any term may result in the student being dropped from the AIM major.

d. If a student leaves or is dropped from the Private Capital and Investment Banking concentration, the credits they have earned will be applied, where possible, to their major requirements, upper-division business electives, or other appropriate degree requirements. However, additional credits may still be necessary to complete a business major in the College of Business Administration. Consultation with a students advisor or the Swift Student Center may be necessary.

e. A Non-Fungible Token (NFT) is issued by the AIM Program certifying completion of the AIM major.

f. Dual enrollment in multiple AIM concentrations is not permitted.

University Policies

College of Business Administration Policies