Financial Management Mentorship Program Form

We are no longer accepting requests for Spring 2024 enrollment.  Spring 2025 enrollment will begin in October 2024.

This 1-credit section of BUSN 1801 is an online course intended for UConn Hartford* and Stamford Financial Management majors. Students will be paired with a professional Chartered Financial Analyst (CFA) through the Hartford CFA Society who will serve as a mentor. Students will be required to initiate contact and meet with their mentor at least once a month over the course of the semester. Course assignments will include a formal interview with the mentor and reflection assignments to be submitted online. Mentors will provide feedback on their interactions with students at the end of the semester.

Seats are limited in this course. Priority will be shown to students whose career goals include working within the field of wealth management after graduation. Please complete this form to request access to the course. Students who were selected were sent permission numbers over email in January 2024 to enroll.

Please contact daniel.levy@uconn.edu with any questions.

*Only students admitted to Hartford prior to Fall 2024 are eligible for the Financial Management Major.