Personal FinANTS
Center for Investment and Wealth Management, CIWM, provides students with an opportunity to learn more about financial knowledge. UCI Professor Chris Schwarz personally guides all UCI students to have more financial education for a more knowledgeable future post-graduation. The interactive courses on canvas are designed to teach students about topics including budgeting, credit and credit cards, and investing. This course helps to strengthen skills to personal wealth and financial management to ease financial future.
All UCI students are eligible and encouraged to sign up for this canvas course to learn more information.
After completing the modules & scoring an 8 or higher on the Learning Wrap-Up, students (all majors, undergraduate & graduate) can visit us to get a $20 Amazon gift card at the CIWM office. We are located within the Paul Merage School of Business in SB1 Suite 3400 (3rd floor, located at the left end of the hallway). This offer is only valid for students who complete the modules for the FIRST time during the promotional period: 4/8/23-5/10/23.
* Keep in mind that we track multiple metrics outside of the Learning Wrap-Up scores. We ask that you please do your best, and progress through the modules with the intention of learning.
Instructor
Chris Schwartz
Professor Chris Schwartz has been an associate professor at the University of California, Irvine since July 2008. He received his Ph.D. from the University of Massachusetts Amherst and was also a Visiting Doctoral Fellow at Yale University’s International Center of Finance and the Advisory Editor at the Review of Financial Studies during this time. Before this he worked in the IT industry. He received his Bachelor’s from Babson College in Wellesley, MA. His research interests include the management, disclosure, and operational risk of the investment fund industry and the impact of manager incentives and structure on investment fund performance. His research has been published in such leading academic journals as the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the Journal of Financial and Quantitative Analysis and included in testimony before the U.S. Congress House Financial Services Committee. Read more about Chris here.
Access the modules
About Us
About the Center for Investment and Wealth Management
Our Vision: The Center serves as a resource for all to increase financial literacy, minimize financial instability for the benefit of society, and train the next generation of financial industry leaders.Our Mission: To provide financial education for individuals across all socioeconomic backgrounds to:
- Inspire and empower individuals at all stages of life to make smart financial decisions
- Provide opportunities for students, financial services professionals, and the greater community, to enhance their financial knowledge and comprehension
- Connect the business community with the next generation of financial industry leaders for professional networking and mentorship
The Center is supported entirely by generous donors and receives no funds from UCI or the State of California.
Over the last thirteen years, we have positively impacted over 50,000 individuals with our innovative and accessible financial literacy programming.
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