The Banking and Investment Association
Spartan Fund
As part of San Jose State University’s Lucas College of Business and sponsored by Forest Systems, Inc., the student-managed investment fund provides students with hands-on learning and experiences in evaluating financial assets through market, industry, and corporate analysis.
With an initial $50,000 provided by our sponsor, undergraduate students are assigned and responsible for industries that are composed in the S&P 500 under the Global Industry Classification Standard.
Mortgage Banking Certificate (Fall 2024)
The Mortgage Banking Certificate is organized by Star One Credit Union and the CBFS at SJSU. The certificate is a program that exposes participants to residential real estate mortgage analysis, underwriting and approval.
The Mortgage Banking Certificate is taught by Star One’s managers and executives and is organized in three 90-minute sessions, with a final team-competition where the best performing team is rewarded with scholarships. In addition to the technical skills acquired in the program, participants learn about careers in banking and benefit from valuable networking opportunities.
Credit Analyst Program by Heritage Bank
(Fall 2024)
The Credit Analyst Certificate is organized by Heritage Bank of Commerce and the Center for Banking and Financial Services at SJSU. The program will expose participants to financial and credit analysis, loan underwriting and approval. The Credit Analyst Certificate will be conducted by Heritage Bank’s managers and executives and is organized in four 90-minute sessions, with a final team-competition where the two best performing teams are rewarded with scholarships.
Equity Competition and Conference
Organizede by the CBFS, BIA, and the Silicon Valley Fund; The Equity Competition is designed to expose participants to equity research, valuation and decision making (buy, hold, or sell). The equity competition participants are mentored by investments and valuation professionals, with a final team-competition where the best performing team is awarded a trophy. In addition to the technical skills acquired in the program, participants learn about careers in investments through valuable networking opportunities. Please see the information flyer for more details.
“The direction in which education starts a man will determine his future in life.”