Finance

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Student Resources

CFA Institute® University Affiliation Program

The Zimpleman College of Business at Drake University is a CFA Institute® University Affiliation Program member. Zimpleman's undergraduate Finance programs incorporate at least 70 percent of the CFA® Program Candidate Body of Knowledge and emphasize the CFA Institute® Code of Ethics and Standards of Professional Conduct. The Zimpleman finance programs position students well to obtain the Chartered Financial Analyst® designation, which is the most respected and recognized investment credential in the world.

CFA Program Student Scholarships

As a CFA Institute® University Affiliation Program member, the Zimpleman College of Business is entitled to award five CFA Program Student Scholarships for the June exams.

The scholarships provide a substantially reduced fee structure to students sponsored by a full-time university faculty member who is a CFA charterholder. Zimpleman finance faculty will select five full-time undergraduate or part-time graduate students to receive scholarships.

Krause Challenge Fund

This annual investment competition among four Iowa universities—Drake University, Iowa State University, the University of Iowa, and the University of Northern Iowa—was established through the generosity of Mr. W. A. "Bill" Krause of Krause Gentle Corporation to provide undergraduate students with real-world portfolio management experience. Zimpleman College of Business' Drake University Krause Challenge fund is part of Drake University's endowment. It is managed under the auspices of Finance 190 (Equity Valuation and Analysis), which is open to senior finance majors.

Krause Challenge Fund Investment Advisory Board

Krause Challenge Fund Investment Advisory Board

  • Karey Anderson, CFA: Portfolio manager, EMC Insurance Companies
  • Phil Nordhus, CFA: Portfolio manager (Small-cap), Principal Global Investors
  • Jim Thompson, CFA: Owner & chief investment officer, Value Wealth Management

Krause Finance Class Photo
Finance 190 (Equity Valuation and Analysis) Students with Drake University Krause Challenge Investment Advisory Board Members

 

Zimpleman's Krause Challenge Fund Performance

Drake University Krause Challenge Fund versus the S&P500

Brooks Case Competition

The annual Brooks Case Competition provides Zimpleman College of Business students a valuable opportunity to put their education and professional skills to the test. Participating students are asked to apply their classroom knowledge to a real-world case and communicate their analysis to a panel of judges. The competition is made possible by a generous gift from Roger K. Brooks, a Drake University Board of Trustees member and longtime local businessman who attended Drake from 1955 to 1957.

Student Organizations

The Zimpleman Investment Club offers students a chance to participate in a "real" stock market investment. Additionally, Zimpleman students have access to many other clubs and organizations on Drake's campus.

Zimpleman News