General

Capital Finance Club is a student-led organization at Knox Grammar School focused on corporate finance and asset management. We run structured educational workshops, the Caplet Challenge competition, and publish the Knox Business Review—all adapted from NYU Stern MBA curriculum.

CFC is not tutoring, exam prep, or stock-picking discussion. We focus on rigorous valuation reasoning, capital structure analysis, and judgment under uncertainty. Our programs emphasize standards, documented rubrics, and outputs that can survive professional scrutiny. We treat students as analysts and thinkers, not content consumers.

No. Our curriculum is designed for Years 9-12 students with no prior exposure to finance. We prioritize intuition and conceptual understanding over technical mechanics.

Currently, CFC is open to Knox Grammar School students in Years 9-12. Participation is selective and applications are reviewed on a rolling basis.

CFC meets weekly during lunchtime at Knox Grammar School. Specific room details are provided to accepted members.

Caplet Challenge

A 3-week applied competition where teams of 3–5 students analyze real ASX-listed companies and construct defensible investment recommendations. Participants are evaluated on reasoning quality, valuation logic, clarity of argument, and demonstrated judgment—not on whether their pick goes up or down.

No. The competition is optional but encouraged. All members benefit from regular educational workshops regardless of competition participation.

1st place receives the Knox Finance Champion Trophy, mentorship with a finance professional, individual certificates, and a book prize. 2nd and 3rd place receive certificates and newsletter features. Special awards recognize Best Technical Analysis, Best Presentation, and Best Team Collaboration.

Teams receive professional-grade templates including WACC Calculator, DCF Valuation Model, and Capital Structure Optimizer. Training workshops cover data sources like Yahoo Finance and Damodaran Data. Access to the Caplet Education portal provides live stock data and financial statements.

Programs

Sessions include concept workshops on valuation, risk, and capital structure; case walkthroughs of real M&A deals and restructuring; and guest speaker Q&A sessions. All sessions prioritize clarity, explicit assumptions, and structured reasoning.

Yes. We bring in finance professionals from institutions like PIMCO, subject to school approval. Guest sessions focus on career pathways and real-world applications of finance concepts.

The Knox Business Review is the club's flagship publication featuring student research, analysis, and commentary on finance and markets. Members can contribute written analysis that undergoes editorial review. The inaugural edition is currently in preparation.

Standards and Evaluation

CFC standards require that all assumptions be explicit, valuations include sensitivity analysis, claims be supported by public sources, and reasoning withstand direct questioning. We use documented rubrics and calibrated judging to ensure consistency.

AI tools are permitted but bounded. You may use them for summarizing reports, checking model logic, generating scenarios, and formatting. However, analysis, valuation logic, and final recommendations must reflect independent judgment. All AI use must be disclosed, and conclusions must be independently defensible when questioned.

Judging uses a 100-point rubric across five criteria: Technical Accuracy (30 pts), Analytical Depth (25 pts), Communication (20 pts), Recommendations (15 pts), and Creativity (10 pts). There are no predetermined correct answers—you are evaluated on the quality of your reasoning.

Expansion and Future

Potentially. The current iteration is a pilot at Knox Grammar School. Regional expansion to neighboring schools is planned for late 2026, followed by state/national participation in 2027+. Quality control takes precedence over growth—expansion occurs only through strict adherence to documented standards.

Follow us on LinkedIn and Instagram for updates. Accepted members receive direct communication via email about weekly sessions and program changes.

Yes. We welcome student contributions in the form of written analysis for the Knox Business Review, competition case development, workshop assistance, and platform building. Strong work undergoes editorial review and may be published.

Application

Complete the application form at form.typeform.com/to/L8s0GFUy. Applications are reviewed on a rolling basis.

Applications are reviewed by CFC leadership. Accepted members receive confirmation via email with session details and program materials.

Applications are reviewed on a rolling basis throughout the term. Early application is recommended as session capacity is limited.

Still have questions? Contact us at [email protected]