The workshop engages with many of the top investment banking and principal investment firms in the industry, including Bank of America, Barclays, Evercore, Goldman Sachs, Greenhill, J.P. Morgan, Jefferies, Moelis & Co., Perella Weinberg Partners, RBC, William Blair, Blackstone, Carlyle, Adams Street Partners, Shore Capital, and others.
The Investment Banking Workshop, directed by David Haeberle and Steve Sibley, seeks to immerse Kelley’s highest-performing finance and accounting students in the financial services industry.
Admitted workshop members will complete 7.5 credit hours of coursework over their sophomore, junior, and senior years. Additional professional development opportunities include annual alumni networking events, a pitch competition, and sophomore-year trips to New York City, Chicago, and San Francisco. Students also receive specialized instruction through Training the Street. The curriculum begins within various finance clubs, where students are introduced to foundational industry knowledge.
All communication related to the IBW will be centralized through the self-guided Canvas course. Once applications are live, you'll be able to access them directly in the course.
Workshop Application and Admission
To be considered for the IBW, students must:
Be admitted to the Kelley School of Business
Have completed at least 24 credit hours
Hold a minimum 3.75 cumulative GPA at the start of the Fall 2025 semester
Although not required, students are strongly encouraged to register for an independent self-guided ‘Introduction to Corporate Finance’ Canvas course and sit for a placement exam. The results of the placement exam will determine eligibility for enrollment in BUS-F 210: Investment Banking.
Students can also prepare for IBW Application Process by leveraging resources typically available online to help prepare students for technical aspects of investment banking interviews. Please note, students will be considered on a holistic basis, meaning a student will be evaluated on all fronts, beyond technical ability, including but not limited to behavioral skills, communication skills, professionalism, networking ability, and more.
The Self-Study Module – Introduction to Corporate Finance is available to Kelley students on Canvas. This course is not graded and has 0.0 credit hours. The course is designed to help prepare all students interested in Investment Banking or broader Financial Services careers with the basic technical skills required to be prepared for an interview in the financial services industry.
It is HIGHLY RECOMMENDED to register for the canvas course and study the materials provided to be prepared for IBW Applications. It is also recommended, but not required, to sign up for the BUS-F210 Placement Exam. This exam tests students on the material covered in the canvas course and determines admission into the BUS-F 210: Investment Banking course, offered in the first 8-weeks of the fall semester.
BUS-F 210: Investment Banking will only take 548 students, and it is a competitive process to get in. Additionally, roughly 20% of students that register for BUS-F 210: Investment Banking are admitted to the IBW. Therefore, it is highly recommended to leverage all resources to position yourself for success.
The BUS-F 210 placement exam is currently scheduled for August 22, 2025, and will be taken in-person in Kelley at 1 pm EST.
Students will be required to submit their resume when they register for the placement exam. Placement exam registration and resume submission opens July 1, 2025, at 12:01 am, and closes August 1, 2025, at 11:59 pm.
In order to apply to the BUS-F210 Placement Exam, you MUST BE REGISTERED FOR THE SELF-STUDY MODULE – INTRODUCTION TO CORPORATE FINANCE COURSE, as exam registration will only be accessible through the canvas module.
Students sitting for the placement exam must also have the following reflected on their academic record prior to the placement exam:
Admitted Kelley School of Business student
24 completed credit hours
3.75 cumulative GPA at start of Fall semester
BUS-F 100 is highly recommended but not required
Please find more details about the F210 Placement Exam in the Self-Study Module.
A well-rounded applicant will have:
Strong first-year grades, especially in relevant subjects such as math and business-related courses
Active participation in extracurricular activities, especially those related to business or leadership roles
A well-crafted application essay that demonstrates the applicant’s passion for business and their fit for the IBW program
Relevant work experience or internships
Demonstrated interest in the financial markets as a perpetual learner with accelerated career goals
Strong performance on the behavioral, technical, and markets-based admittance interviews
All students interested in applying to the Investment Banking Workshop (IBW) will follow a single, unified application process. Completion of the self-guided Canvas Modules, BUS-F 100, and BUS-F 210 are strongly encouraged but NOT required to apply.
Students will be evaluated holistically, based on a number of criteria including academic performance, demonstrated interest in investment banking and/or principal investments, and other application materials and interviews. Final admissions decisions will be made by faculty using multiple evaluation criteria.
IBW Application Process:
To apply to the IBW, students will be required to submit a formal Application questionnaire, essay and video interview.
Applications will open September 7, 2025, at 12:01 am EST and close September 13, 2025, at 11:59 pm EST. The review process and possible interviews for the workshop will be conducted 9/14 through 10/18.
IBW Application Timeline:
September 7th @ 12:01 AM EST – Applications open
September 13th @ 11:59 PM EST – Applications close
September 14th – October 4th – Application review period
October 5th – 18th – In-person interviews conducted
October 18th @ 11:59 PM EST – IBW Decisions Finalized
No late submissions will be accepted. Only applications submitted during the application window will be reviewed.
Application links will go live via the Self-Guided Canvas module.
Workshop Time Commitment
While students are not expected to have any experience in the financial services industry, they should demonstrate a passion for finance, investing and the financial markets. The Investment Banking Workshop historically has placed students into traditional investment banking positions in mergers and acquisitions, restructuring, and other financial advisory industry or coverage groups. The Investment Banking Workshop also places students in principal investment roles including private equity and private credit, and this trend is expected to increase.
Once admitted to the workshop, students should prioritize workshop activities, including helping their workshop peers. While we expect students to apply to multiple Kelley workshops, as workshop participation is important to the development of students’ education, students should expect that they can only be a part of the Investment Banking Workshop if they are not members of other Kelley workshops. To be in good standing in the workshop, a member must commit to attending any required meetings and networking sessions with alumni and employers within the field.
