Capital Markets & Banking Workshop | Bachelor's Degree in Business

The Capital Markets and Banking Workshop “CMBW” prepares students for careers in a wide variety of financial services roles, including investment banking, private credit, private equity, debt and equity capital markets, and corporate banking coverage.

While other workshops like the Investment Banking Workshop (“IBW”) limit their focus to those specific functions, the CMBW offers a broader view of the financial services sector and has placed participants in a wide range of roles, including private equity and investment banking. Regardless of banking function and position you pursue; you will be helping align financial capital with clients needs.

To assist in your career pursuits, the CMBW engages with many of the top firms in the industry, including:

Goldman Sachs
Bank of America Merrill Lynch
J.P. Morgan
Wells Fargo
Lazard
Houlihan Lokey
Jefferies
BMO Capital Markets

If this workshop and a career in Capital Markets & Banking interests you, please email the CMBW Co-Directors – Sridhar Arcot (sarcot@iu.edu) and Mark Wegener (mwegene@iu.edu), or drop a line to the CMBW Leadership Team at cmbw@iu.edu.CMBW Leadership Team at cmbw@iu.edu.

Workshop Application and Admission

During the Spring semester, first-year students can begin registering for access to an independent self-guided ‘Introduction to Corporate Finance’ Canvas course. This course will be available until the placement exam.

Prior to the Fall semester, students should register to sit for a placement exam, the results of which determine eligibility for enrollment in BUS-F 210: Capital Markets & Banking/Private Equity or BUS-F 210 Investment Banking/Private Equity. The BUS-F 210 placement exam is currently scheduled for the Friday before Fall 2025 classes begin – August 22, 2025. Students will be required to submit their resume when they register for the placement exam. Exam registration and resume submission opens June 1, 2025, and closes August 10, 2025.

Students sitting for the placement exam must also have the following reflected on the academic record prior to the placement exam:

Admitted Kelley School of Business student
24 completed credit hours
3.40 cumulative GPA at start of Fall semester
Completion of BUS-A 100
BUS-F 100 highly recommended but not required

Only second-year students admitted to BUS-F 210 in the Fall semester are eligible to apply to the Capital Markets and Banking Workshop and Private Equity Workshop.

Admittance into the Capital Markets & Banking Workshop will be based on the student's application, cumulative GPA as of August of at least a 3.40 and grade performance in F210 Capital Markets & Banking/Private Equity.

Academic Performance: Excelling in freshman year courses, particularly in math and business subjects, can strengthen an applicant’s competitiveness.

Extracurricular Activities: Engagement in extracurriculars, especially those centered on business or leadership, can significantly boost an applicant’s profile.

Personal Statement: A compelling application essay that reflects the applicant’s passion for business and alignment with the CMBW program is essential.

Professional Experience: Gaining relevant internships or work experience in business-related areas can distinguish an applicant from others.

Interview Skills: Performing well in behavioral, technical, and market-based interviews plays a key role in the admissions process.

Students sitting for the placement exam must also have the following reflected on the academic record prior to the placement exam:

Admitted Kelley School of Business student
24 completed credit hours
40 cumulative GPA at start of Fall semester
Completion of BUS-A 100
BUS-F 100 highly recommended but not required

Only second-year students admitted to BUS-F 210 in the Fall semester are eligible to apply to the Capital Markets and Banking Workshop and Private Equity Workshop.

Decisions will be communicated mid-late Fall.

Formal CMBW activities change from year to year based on employer hiring practices but generally begin upon admission.

Highly Recommended Self-Study Module

Required Pre-Placement Exam Course

The BUS-F 210 placement exam is currently scheduled for the Friday before Fall 2025 classes begin – August 22, 2025. Students will be required to submit their resume when they register for the placement exam. Exam registration and resume submission opens June 1, 2025, and closes August 10, 2025.

Students sitting for the placement exam must also have the following reflected on the academic record prior to the placement exam:

Admitted Kelley School of Business student
24 completed credit hours
3.4 cumulative GPA at start of Fall semester
Completion of BUS-A 100
BUS-F 100 highly recommended but not required

Only second-year students admitted to BUS-F 210 in the Fall semester are eligible to apply to the Capital Markets and Banking Workshop and Private Equity Workshop.

Required Pre-Workshop Courses

BUS-F 210: Investment Banking & Capital Markets (1.5 credits); fall of second year

Workshop Courses

BUS-F 311: Capital Markets & Corporate Banking I (1.5 credits); spring of second year
BUS-F 411: Capital Markets & Corporate Banking II (1.5 credits); fall of fourth year

Workshop Faculty

Sridhar Arcot

Clinical Associate Professor

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Mark A Wegener

Senior Lecturer
mwegene@iu.edu

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Workshop Enrollment Questions?

For questions on workshop enrollment, please email ksbfin@iu.edu

To assist in your career pursuits, the CMBW engages with many of the top firms in the industry, including:

Workshop Application and Admission

Who can apply?

What makes an applicant competitive?

How do I apply?

When are application decisions communicated to students?

Highly Recommended Self-Study Module

Required Pre-Placement Exam Course

Required Pre-Workshop Courses

Workshop Courses

Workshop Faculty

Sridhar Arcot

Mark A Wegener

Workshop Enrollment Questions?

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