Learning how to manage money, save, and invest are skills that stay with you long after your university years. In an increasingly complex economic environment, understanding concepts such as compound interest, inflation, and the differences between active and passive investing can help you make more informed and responsible financial decisions.
With this goal in mind, the CIS University Investment Club has launched a new series of activities for the 2026/27 academic year, led by Professor Ricardo Estellés, President of the Club, and coordinated by Professors George Morgan and Gabriel Ferrer. The Club continues to embrace its learning-by-doing philosophy, helping students learn about investing by analyzing, discussing, and putting their knowledge into practice week after week.
Activities include analyzing and selecting stocks using tools such as the CIS University Stock Analyzer Pro, an introduction to the fundamentals of personal finance, as well as financial book analyses and summaries prepared by the students themselves.
One of the Club’s core activities, the Portfolio Challenge, also returns this year. This simulation allows students to build and manage an investment portfolio without using real money, track its performance, and share their decisions with the other participants.
Back to the Basics
Professor Gabriel Ferrer then delivered the first talk of the year, “Back to the Basics: Why Investing Should No Longer Be Optional,” an introduction to the essential principles of personal finance and investing.
The session gave new members the opportunity to become familiar with the vocabulary and concepts they will encounter throughout the year, while returning members were able to revisit some of the fundamentals. The talk presented investing as a long-term process that begins with earning an income, building an emergency fund, and understanding the power of compound interest before starting to invest.
The session ended by putting one of the Club’s principles into practice: students teach too. The next session, dedicated to compound interest, will be prepared and presented by the students themselves to their classmates.
The 2026/27 academic year thus marks a new chapter for the CIS University Investment Club, conceived not as a traditional class but as a space where professors and students share knowledge and learn together. As Professor Ricardo Estellés put it: “This is a club, not a class or a course. We are here to learn together, to develop our knowledge, and to enjoy the process.”
As they say at the Club, “Happy investing!”