Financial Management Association
The Financial Management Association is a student-run, non-profit finance club at the University of Wisconsin-Whitewater offering the Applied Investments Program (a $1.5mm student-managed fund), Capital Markets, Real Estate, and Crypto Clubs, plus mentorship and alumni network access for CoBE finance students.
- Company typePrivate
- Founded2001
- HeadquartersWhitewater, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Financial Management Association does
The Financial Management Association (FMA) is a non-profit, student-run finance organization affiliated with the University of Wisconsin-Whitewater's College of Business and Economics (CoBE), operating from Whitewater, Wisconsin. Founded in 1970 (with its flagship Applied Investments Program established in 2001), FMA functions as the premier finance club on campus, offering a portfolio of interlinked programs: the Applied Investments Program (AIP), a selective student-managed investment fund holding approximately $1.5mm in assets benchmarked against the S&P 500 and managed by the top 10 CoBE finance students; the Capital Markets Club (CMC), focused on basic-to-intermediate investing education; the Real Estate Club (REC); the Crypto Club (CBC); and a structured Mentorship Program pairing students with executive mentors from firms including Castlelake, Barclays Investment Bank, InProduction, and Keystone National Group. Supporting programs include an Alumni Network of 35+ finance professionals, a job board, resume and recruiting resources, and CMC/Crypto educational libraries built around Wall Street Prep, Bloomberg Market Concepts, and FactSet.
Financial Management Association firmographics
Firmographics- Name
- Financial Management Association
- Legal name
- Financial Management Association
- Website
- https://uwwfma.org
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Financial Management Association is a student-run, non-profit finance club at the University of Wisconsin-Whitewater offering the Applied Investments Program (a $1.5mm student-managed fund), Capital Markets, Real Estate, and Crypto Clubs, plus mentorship and alumni network access for CoBE finance students.
- Ownership category
- akta.pro rank
Financial Management Association industry classification
Industry- Product category
- Student Finance Club
- NAICS
- Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves) (EDAAAJAL)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Financial Management Association is headquartered
LocationHeadquarters
- HQ city
- Whitewater
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Management Association business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Operations, Marketing or Sales, Personnel, Technology or R&D
Revenue model
- Membership Dues: Student membership in FMA and sub-clubs through campusGroups platform, with free membership supported by corporate sponsors
- Corporate Sponsorships: Corporate partners (Form Wealth Advisors, Annex Wealth Management, Sky's Edge Wealth, Johnson Financial Group, Savant Wealth Management) sponsor the club enabling operations, events, and programming
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Financial Management Association product offering
Product offeringCore offering
The Financial Management Association (FMA) is a nonprofit, student-run finance club at the University of Wisconsin-Whitewater that delivers finance education, networking, and career-development programming to students at no cost. Its core offering is the Applied Investments Program (AIP), a student-managed $1.5mm large-cap equity fund benchmarked against the S&P 500, complemented by the Capital Markets Club, Real Estate Club, and Crypto Club sub-clubs; a mentorship program pairing students with finance industry executives; and alumni and recruiting resources.
Product overview
The Financial Management Association (FMA) at UW-Whitewater is a student-led finance club offering a portfolio of programs including the Applied Investments Program (AIP) - a prestigious student-managed $1.5mm investment fund, the Capital Markets Club (CMC) for investment education, Real Estate Club, Crypto Club focused on Bitcoin and blockchain, and a Mentorship Program connecting students with finance industry professionals. Additional services include job boards, resume resources, and an extensive alumni network spanning investment banking, private equity, wealth management, corporate finance, and real estate sectors. The organization also provides educational resources including Bloomberg Terminal certification, Wall Street Prep training, and cryptocurrency educational materials.
Differentiator
Problem solved
Functional benefit
Products and services
- Applied Investments Program (AIP) Flagship student-managed investment fund program where the top 10 CoBE finance students manage a $1.5mm large-cap equity portfolio benchmarked against the S&P 500 Index. Provides real-world investment experience and serves as the College of Business and Economics' most prestigious offering.
- Capital Markets Club (CMC) Student-run sub-club that teaches basic to intermediate investing capital, providing financial literacy education, investment simulation games, and exposure to investment professionals through guest speakers and firm visits.
- Real Estate Club (REC) Student organization at UW-Whitewater focused on the real estate industry, providing networking opportunities, guest speakers, property tours, and education on real estate topics and career paths.
- Crypto Club (CBC) Student-run organization focused on exploring Bitcoin, cryptocurrency, and blockchain technology through weekly Blockchain Briefings, guest speakers, and educational resources including books and podcasts.
- Mentorship Program Structured mentorship that pairs students with executive mentors from the finance industry (investment banking, private equity, wealth management) and faculty mentors for career guidance and professional development.
- Resume Help & Recruiting Resources Resources including resume templates, cover letter templates, and resume guides to help students prepare professional documents for finance career recruitment.
- Job Board Jobs board listing internships and career opportunities in commercial banking, credit analysis, and commercial real estate from partner organizations.
- Alumni Network Directory of FMA alumni organized by career sector including investment banking, private equity, wealth management, corporate finance, real estate, and consulting, connecting current students with industry professionals.
Quantifiable outcome
- Top 10 students selected for AIP program gain access to elite firms and grad schools
- +2 more outcomes
Companies that use Financial Management Association
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles1 record
Financial Management Association technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Financial Management Association partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Financial Management Association competitors and assessment
Company assessmentBroad incumbents
- WSO (Wall Street Oasis): Wall Street Oasis is a large online platform for finance careers, interview prep, and industry networking. It serves a similar audience of aspiring finance students and serves the same placement and career education function FMA provides locally.
- CFA Institute: CFA Institute is the global professional body for finance professionals, offering the CFA charter and financial education. FMA prepares students for similar finance careers and references CFA-aligned curriculum, making it a comparable educational peer in advancing finance careers.
Direct peers
- Wall Street Prep: Wall Street Prep provides financial modeling and investment training that FMA explicitly uses as an educational resource. Both organizations focus on practical finance training for students pursuing investment banking, asset management, and corporate finance careers.
- Corporate Finance Institute: CFI delivers online financial education and certifications (FMVA, BIDA) for students and professionals. Both serve as on-ramps to finance careers through practical training, modeling, and capital markets education.
- Smart Woman Securities: Smart Woman Securities is a similar student-run finance organization with university chapters that provide investment education, mentorship, and alumni connections. Both operate as student-led clubs bridging students and finance professionals.
- Wharton Finance Club (University of Pennsylvania): Wharton Finance Club is one of the premier university finance organizations with student-managed funds and alumni networks. FMA's AIP operates a similar student-managed investment fund model, making Wharton a structural peer at a higher scale.
Others
- Junior Achievement: Junior Achievement provides financial literacy, work readiness, and entrepreneurship education to students. While broader in scope, both share the mission of advancing financial literacy and career preparation among learners.
- NAFSA: Association of International Educators: NAFSA supports education and professional development programming—although focused on international education, both organizations serve as a connective layer between students, professional development, and career opportunities in academic settings.
- Bloomberg Professional Services: Bloomberg provides the financial data and analytics platform FMA uses for training (12 Bloomberg terminals in HH2202 lab). As an infrastructure provider, Bloomberg enables FMA's programming and certification offerings.
Regional players
- CFA Society Wisconsin: CFA Society Wisconsin is the local CFA Institute chapter serving the same Midwest Wisconsin region as FMA. Both cultivate future finance professionals through education, networking, and career development in the same geographic market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Financial Management Association social profiles
Digital presenceFinancial Management Association financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Management Association leadership team
Management profileNumber of profiles
Profiles10 records
Financial Management Association subsidiaries and ownership
Company hierarchySubsidiaries4 records
Financial Management Association funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Management Association M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Management Association
What does Financial Management Association do?
The Financial Management Association (FMA) is a nonprofit, student-run finance club at the University of Wisconsin-Whitewater that delivers finance education, networking, and career-development programming to students at no cost. Its core offering is the Applied Investments Program (AIP), a student-managed $1.5mm large-cap equity fund benchmarked against the S&P 500, complemented by the Capital Markets Club, Real Estate Club, and Crypto Club sub-clubs; a mentorship program pairing students with finance industry executives; and alumni and recruiting resources.
Is Financial Management Association a public or private company?
Financial Management Association is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Financial Management Association founded?
Financial Management Association was founded in 2001. It employs 11 to 50 people.
Where is Financial Management Association based?
Financial Management Association is headquartered in Whitewater, United States, in the North America region.
How does Financial Management Association make money?
Two revenue lines are on record. Membership Dues are the primary driver. The others are corporate Sponsorships.
Who are Financial Management Association's main competitors?
Broad incumbents on record are WSO (Wall Street Oasis) and CFA Institute. Direct peers are Wall Street Prep, Corporate Finance Institute, Smart Woman Securities and Wharton Finance Club (University of Pennsylvania). Others are Junior Achievement, NAFSA: Association of International Educators and Bloomberg Professional Services. CFA Society Wisconsin is listed as a regional player.
Does Financial Management Association have an API?
No public API is recorded for Financial Management Association.
What industry is Financial Management Association in?
Financial Management Association's product category is Student Finance Club. Its primary akta.pro industry code is EDAAAJAL, Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 52 and its SIC code is 6282.