Smith College launched its comprehensive financial education program in 2001 to ensure that Smith students acquire the skills to understand and manage finances in their personal, professional, family and community lives. Smith believes that financial acumen is vital to achieving leadership in today’s complex world. The center offers a curricular course about global financial markets, co-curricular workshops, weekly learn and lunch courses on investing and a personal finance bootcamp for graduating seniors.
Please note: The center’s faculty, staff and student interns are not financial advisers, planners or consultants. We provide financial education, not personal finance advice.
Learn & Lunch
Registration is not required to participate in any of the center’s non-credit learn and lunch courses. Scheduled for noontime with lunch provided for all attendees, we make it easy for students to fit our activities into their schedules.
Thursdays, noon—1:00 p.m., CC103/104
4 sessions: October 10, October 17, October 24 and October 31
It's never too soon or too late to start thinking about your financial future. Professor Randy Bartlett will introduce you to the essentials of personal finance and what you need to know to take charge of your money. Topics include credit cards and debt management, taxes and saving for retirement.
Principles of Investing
More accurately called “stocks and bonds,” Professor Roger Kaufman introduces students, faculty and staff to the fundamental concepts of investing, including differentiation between stocks and bonds; mutual funds, ETFs and index funds; the importance of portfolio diversification; and approaches to asset allocation. Lunch is provided for the first 30 attendees.
Date TBD: Business School Admissions Panel
Campus Center Carroll Room
Admissions officers (schools TBD) will speak with students about their admissions process, curriculum and opportunities. Co-sponsored by Smithies in Business. Dinner provided.
Backpack to Briefcase
Professor Randy Bartlett offers graduating seniors a final opportunity to get unbiased financial education for FREE. Topics include: managing your money, student loan debt and credit card debt; navigating your taxes; and maximizing your retirement saving from your first day on the job. Details and link to sign up to come.
September 19: Dollars & $ense
Noon—1 p.m., Campus Center 103/104
College students face a few financial challenges: opening new bank accounts, dealing with credit card advertisements, budgeting for necessities and for fun, and much more. CIEC is here to help! This workshop will address the myriad personal finance issues facing students, helping to get you and your wallet off to a good start at Smith. Lunch provided.
November 2: Learn to Excel with Excel (Intro/Intermediate)
9 a.m.—3 p.m., Bass 103
Students hoping to secure an internship at a financial institution for Summer 2020 or who just want to improve data management skills are strongly encouraged to take advantage of this opportunity. This is the first of a two-part workshop series for Excel beginners. Space is limited with priority given to students currently enrolled in GFX100. $20 cash deposit required to reserve a spot. Breakfast snacks and lunch provided.
November 9: Learn to Excel with Excel (Advanced)
10 a.m.—3 p.m., Bass 103
Students hoping to secure an internship at a financial institution for Summer 2020 or who just want to improve data management skills are strongly encouraged to take advantage of this opportunity. This is the second of a two-part workshop series for Excel beginners. Space is limited with priority given to students currently enrolled in GFX100. $20 cash deposit required to reserve a spot. Breakfast snacks and lunch provided.