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Wall Street Stock Market & Investment Experience 7 Days

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Wall Street Stock Market & Investment Experience - 14 days 10

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Wall Street Stock Market & Investment Experience

7 Days

LEARNcareer experiences

Dates July 13 - July 19July 20 - July 26

Current Grade9 | 10 | 11 | 12

Price (USD) $3,599

Other Program Lengths

Wall Street Stock Market & Investment Experience 14 Days

Commuter Option

$1,899 – Includes 5 days of the morning and afternoon finance curriculum for day students. See More Details & How to Enroll.

FINANCE. TRADING. CAPITAL MARKETS.

THIS IS WALL STREET

Whether you are interested in trading, wealth management, venture capital, hedge funds, private equity, cryptocurrency/blockchain or understanding financial statements, you will find the New York Institute of Finance (NYIF) instructors passionate about what they do and eager to share their industry knowledge with you – the next generation of finance industry professionals.

NYIF and Westcoast Connection Teen Summer Programs have collaborated in New York City to provide you with an unparalleled financial educational experience for high school students. You will learn the ins and outs of the financial sector and be inspired by top industry professionals through engaging sessions, collaborative projects and all of the excitement of New York City. Every participant will leave NY with life long friendships, fond memories and practical insights and knowledge of the career choices available in finance.

Depending on your departure date, this program will either be the first or second week of our 14-day Wall Street program that features all financial modules and New York City highlights.

About This Program

What it’s Like

Explore your interest in markets and investments and enjoy exciting city highlights. The perfect balance of learning, career exploration and unforgettable summer fun.
Certificate of Completion

Receive a letter certifying the completion of the program. Letters of recommendation are also available.
Engaging Instructors

Sessions led by New York Institute of Finance's world-class faculty.
Accommodations

Stay in a modern NYC hotel.
Meals

Includes breakfast and dinner daily. Enjoy a variety of great options at local restaurants.
Activities

Includes all recreation & activities listed.
Transportation

Public transportation such as the subway and bus.
Group Size

Up to 75 participants.
Commuter Option

Available for students who don’t require accommodations. Contact us for details.
Dietary Options

We can accommodate most dietary preferences and allergies.

Program Highlights

• Financial District Guided Tour.
• Visit Times Square, Top of the Rock and Chelsea Market.
• Enjoy some of NYC’s best eats by joining a food tour.
• Network with prominent guest speakers and gain industry insights.
• Compete in a Finance Group Competition.
• View the skyline from a towering observation deck 70 floors high.
• Explore and enjoy New York City with your new friends.
• Live in-person training delivered by senior Wall Street financial experts and practitioners.

Finance Curriculum

Facilitated by instructors with decades of experience on Wall Street, this 7-day program is the first or second week of the 2-week immersive program that equips high school students with the knowledge and skills needed to pursue a degree in business or finance.

Students will be introduced to the complex world of finance, providing an invaluable foundation in business and capital markets. Gain hands-on skills and life-long connections through group projects and a weekly competition.

Program topics include

Week of July 14-18:

What is Wall Street?
Developing a “Financial Quotient (FQ)”
Introduction to the Global Financial System
Private Equity & Venture Capital
Commercial Banking and Credit
Ethics in Business and Finance
Sustainable Finance and ESG and Impact Investing
Exploring Internships & Job Search Strategies in the Financial Industry

Week of July 21-25:

Wall Street Overview
Fintech and Digital Assets (Cryptocurrency/Blockchain)
Wealth Management & Building a Portfolio
Key Concepts of Financial Statements & DCF Modelling
Communication Skills Workshop for Financial Industry Careers
Investment and Hedge Funds
Portfolio Diversification
Career Paths in the Financial Industry

There will be a group project competition that will be judged by a panel of industry experts.

Week of July 14-18: Sustainable Business Development & Funding Competition

Students will be grouped into small teams and meet with NYIF mentors to create a "pitch" presentation to raise money from a Venture Capital Fund. Each team will:

Generate ideas for a sustainable business.
Formulate a business plan highlighting sustainable business practices.
Present to an expert panel to access funding needs for your business.

Week of July 21-25: Fund Manager Competition

After learning the guidelines and best practices for researching and evaluating a stock from a professional portfolio manager, students will be grouped into small teams and will assume the role of equity analysts researching and selecting stocks to develop a winning portfolio. Each team will:

Pre-screen around 10 companies’ stocks.
Evaluate each company in detail.
Develop a portfolio of up to 3 stocks.
Present findings and recommendations as a portfolio pitch to NYIF experts and the group.

8:00 AM Wake Up
8:30 AM Breakfast
9:30 AM - 12:00 PM Morning Finance Module
12:00 PM - 2:00 PM Lunch
2:00 PM - 4:30 PM Group Project Competition, Guest Speaker or Finance Module
4:30 PM - 6:30 PM New York City Highlight
7:00 PM - 9:00 PM Dinner Out in One of NYC’s Most Famous Neighborhoods
9:00 PM - 11:00 PM Evening Activity

With a history dating back over 100 years, the New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF courses cover everything from investment banking, asset pricing, insurance and market structure to financial modeling, treasury operations, and accounting. The New York Institute of Finance has a faculty of industry leaders and offers a range of program delivery options, including self-study, online courses, and in-person classes. Started by the New York Stock Exchange in 1922, NYIF trains 50,000 professionals online and in class, in over 125 countries each year, whose alumni network includes the legendary investor, Warren Buffett. Its US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks.

As part of this program’s curriculum, each week includes a session dedicated specifically to providing students with tips and insights that will help them reach their career goals. Depending on which week you join, you will take part in one of the following sessions.

Week 1: Jobs, Internships, & Recruitment Insights
Participate in a moderated panel discussion with an HR representative from a large organization, covering the following topics:

Skills required for 21st-century career climbers.
Hard and Soft Skills company recruiters seek
Top Interview Techniques
Group Exercise: Integrating Empathy, Collaboration, and Communication Skills
Personal Branding, LinkedIn, and Social Media Considerations

Week 2: Career Paths in Finance Industry
Led by NYIF instructors, this session’s lecture will cover the following topics:

An overview of all financial industry related professions
Skills and knowledge requirements for the main types of finance jobs
Academic preparation vs. experience buildup
Case study: Take a look at the several famous leader’s career paths starting as financial professionals

Activities

The High Line
A public park built on a historic freight rail line raised above the streets on Manhattan’s West Side, featuring expansive views of the Hudson River, art displays, open-air café’s, as well as numerous culinary delights. Distinct to The High Line are beautiful gardens and overlooks with water features lining the pathway of the park.

Financial District Guided Tour
Stops include the New York Stock Exchange, Charging Bull, Federal Reserve, Goldman Sachs, AIG, Deutsche Bank, and more.

Times Square
Explore the liveliest street juncture of New York! Known as “The Crossroads of the World”, keep your eyes peeled for street performers, ABC’s Time Square Studios, Planet Hollywood, MTV headquarters and much more!

Top of the Rock
See the most breathtaking view of New York City from an observation deck 70 floors high! At the top of Rockefeller Center are three observation decks with unbelievable 360-degree views. Experience a glass ceiling sky shuttle lift you 850 feet into the heavens overlooking all of the city’s attractions and the beautiful skyline.

MLB Baseball Game
Cheer on the Yankees or Mets while attending a professional baseball game. (depending on schedule during week 2 only)

The National September 11 Memorial
Visit the beautifully designed monument made to commemorate the past as well as inspire hope for the future. The site of Ground Zero draws millions of people and is a must-see to pay tribute when traveling to New York.

*Specific program highlights differ between departure dates. Contact us for details.

Chelsea
Originally home to warehouses and non-operational railroads, Chelsea has transformed into a contemporary art district and rising hotspot of New York City, with highlights such as the Chelsea market (an indoor marketplace and mecca for gourmet food lovers), and Chelsea Piers (a sports and entertainment complex on the waterfront, featuring a roller rink, ice rink, and bowling alley).

Times Square and Midtown West
Labeled as “The City That Never Sleeps”, Midtown West is the largest business district in the United States. A melting pot of travel and culture, attractions include the Broadway Theater District, Times Square, The Times Warner Center (a luxury shopping district), Museum of Modern Art, Bryant Park, and Madison Square Garden, a famous arena (home to notable events such as championship boxing, Rangers & Knick’s games and music concerts).

SoHo
A bustling neighborhood of Lower Manhattan with art galleries, exclusive boutiques, chic hotels, and stylish restaurants, SoHo is a hub for retail therapy, with a variety of luxury trademark clothing, designers, and trendy bars and restaurants.

Little Italy
Manhattan’s Little Italy is a haven for family, tradition, community, celebration along with culinary pleasures.

*Specific program highlights differ between departure dates. Contact us for details.

Choosing the Right School and College Application Process

Choosing the right college for your academic and personal interests is the first step in the application process. It requires careful research and self-evaluation. This interactive workshop provides you with tools and resources to help you develop a list of criteria integral in choosing appropriate colleges. Explore the basic elements of the college application and learn the ins and outs of the Common Application with a focus on financial education.

*This workshop is offered on the July 20 - July 26 departure date only

Finance Instructors

Jack Farmer

NYIF Academic Director

Jack Farmer

NYIF Academic Director

Jack is the Academic Director for the New York Institute of Finance. He specializes in training and consulting solutions for portfolio risk management, FX and interest rate derivatives and trading, equity index and volatility trading, equity derivatives and structured equity products, financial statement analysis, and hedge accounting. Jack also acts as an outside advisor for portfolio managers at significant global investment funds. Prior to his current consulting work, Jack worked as a senior consultant in Accenture's Financial Services Industry group, became the head trader and chief strategist for the Bank of America’s FX and Eurodollar Statistical Arbitrage group, and spent two years teaching quantitative finance at the University of Texas at Austin.
Chuck Garcia

NYIF Instructor

Chuck Garcia

NYIF Instructor

Chuck Garcia is the founder of Climb Leadership International and coaches executives on leadership development, public speaking, and emotional intelligence. He is a professional speaker, Amazon best-selling author, and radio host on New York’s 77WABC. He is also an adjunct professor of Professional Development and Leadership at Columbia University. A 25-year veteran of Wall Street, he spent 14 years in sales and marketing at Bloomberg in a variety of leadership positions, he was director of business development at BlackRock Solutions and was a managing director at Citadel. Chuck is also a mountaineer and has climbed mountains on four continents. Chuck received his bachelor’s degree in finance from Syracuse University and his master’s in organizational leadership from Mercy College.
Valisha Graves

NYIF Instructor

Valisha Graves

NYIF Instructor

A seasoned financial professional with hands-on experience in Corporate Treasury, Financial Planning & Analysis, and Corporate Finance. Valisha is a Senior Digital Product Manager at JPMorgan Chase & Co. Prior to joining JPMorgan Chase & Co, Valisha led the One Client initiative and the use of client-centric data to help drive the Advisory, Digital, Investment Solutions Wealth Management businesses at Morgan Stanley. She was responsible for the definition, development, and delivery of a range of Fintech applications – equity derivatives, equity valuation, business supply chain, profitability analytics, LBO, and cross asset analytics – that provide client investment insights.
Jimmy Pang

NYIF Instructor

Jimmy Pang

NYIF Instructor

Jimmy K. Pang is a CFA charterholder with a Bachelor's degree from Northwestern University and 25 years of investment experience. He is a senior NYIF lecturer in areas of portfolio management and macroeconomics and teaches at New York University in NYU-SPS, DAUS, and Master's programs. Mr. Pang is also currently the CEO of JKP Consulting LLC, managing high net worth family offices and private equity. He has worked at Alliance Bernstein as a Global Fund Manager in London, Hong Kong, and New York for 13 years with over $10 Billion in AUM. He served on Global, European, and Asia Large Cap Growth portfolio management teams, and most recently, was Chief Investment Officer for BOCOM International Asset Management in Hong Kong.
Chris Thomas

NYIF Instructor

Chris Thomas

NYIF Instructor

Chris Thomas is Managing Director for Simon Quick, a Multifamily Office based in Morristown, NJ, and New York City. Having spent more than 15 years on Wall Street working in alternative investments, Chris specializes in education and training on how hedge funds work and behave in an investment portfolio. As a Senior Managing Director at Forefront Capital, Chris headed client development and was involved in product development and deal origination. He also was a Senior Vice President and head of U.S. alternative investment product distribution for Lehman Brothers; a Director at Bank of America; and a Regional Sales Manager at Merrill Lynch. Chris received a BA, Political Science from New York University and a master’s in International Affairs, International Banking and Finance from Columbia University.
Mayra Rodríguez Valladares

NYIF Instructor

Mayra Rodríguez Valladares

NYIF Instructor

Mayra Rodríguez Valladares is a bank and capital markets risk consultant and trainer. Her consulting projects have included banks, financial regulators, central banks, securities firms, and insurance companies. Ms. Rodríguez Valladares has written business plans and created financial models for a wide range of companies and has analyzed financial firms’ financial models and stress tests. Ms. Rodríguez Valladares has been an Adjunct Professor at New York University where she has taught courses on globalization and energy. She was also an Adjunct Professor at the Fashion Institute of Technology, where she taught global marketing, corporate finance, and Latin American Politics.

Student Life

New York City Hotel

Stay at the M Social Hotel Times Square located in the heart of Manhattan. This modern hotel is a private oasis above the electricity of Times Square and within walking distance to many NYC highlights.

Positive Social Experience

Just like in college, you will be part of a larger group of students and explore life away from home. Our summer leaders are skilled in establishing an inclusive culture. We take great care in crafting an environment that prepares you for life as a college student and a professional in the world of finance.

More Details

Flight to New York
As a participant on our Wall Street program, you may fly to New York City and be greeted upon arrival and enjoy complimentary transfer (for flights in designated times) from the airport to our hotel. For those requiring, we are happy to assist you with arranging flights to and from the program. If you prefer, you may be dropped off directly at our hotel and meet your staff there.

Return Flight Home from New York
For your return from New York for flights in designated times, we provide airport transfer and our leaders help you to check in and remain in the airport until flights have departed.

Food & Meals
A big part of your summer program’s success depends on how well you eat. We are proud of the fact that year after year we are complimented for our quality, quantity and choice of food! Enjoy a delicious breakfast with a healthy variety of hot and cold choices. For lunch, you enjoy the choice of eating in smaller groups and choosing from local cafés and small restaurants. For dinner, either the whole group goes to the same restaurant or we divide into smaller groups to sample quainter places with a variety of cuisines. Food options are varied and plentiful.

We have satisfied the choosiest of eaters and gladly accommodate most special dietary requests including vegetarian, food allergies, lactose intolerance, celiac disease, and kosher style. We welcome discussing your individual requirements with you and have extensive experience in this area.

Laundry
You will only need one week’s worth of clothing as outlined in the packing list that will be sent to you prior to departure. You will have the opportunity to do laundry if necessary at your convenience by either dropping off your laundry at a local wash and fold service and then pick it up clean, folded and ready to go.

What’s Included
Included in your program tuition is all lodging, breakfast and dinner daily, recreation & entertainment listed, day excursions, Wi-Fi in hotel, airport transfers in designated times, gratuities & taxes.

Not included is transportation to and from the program, lunches, snacks, personal spending money for souvenirs, and laundry. We also make available optional travel insurance that is not included, but highly recommended.

Please contact us with any questions. We are happy to hear from you!

Available for students who don’t require accommodations. Commuter students join for 5 weekdays from approximately 9:30 AM until 4:30 PM for the finance curriculum. Exact schedule varies depending on the day. In addition, we welcome commuter students to join our optional college admissions workshop.

Commuter Tuition – $1,899

Class Schedule:

Week 1: July 14-18
Week 2: July 21-25

How to Enroll: Click Here

Note: Lunch is not included.

This introductory level program is for students of all levels interested in learning more about business and capital markets. There are no prerequisites required to join!

Prior to your arrival, you will be granted complimentary access to 2 on-demand lessons hosted on the NYIF learning portal. These two 2-hour lessons are not mandatory but highly recommended for students who are new to finance and want to enhance their summer learning experience.

Pre-Learning modules include:

Basic Concepts of the Macro Economy
Basic Concepts of the Micro Economy

Upon completion of the program additional benefits include:

Certificate of Completion from Westcoast Connection and the New York Institute of Finance.
Induction into the NYIF Alumni group, a global network of over 250,000 professionals who have committed to lifelong learning and development, plus access to a variety of alumni benefits.
Exclusive invitations to participate in NYIF’s Global Youth Competitions throughout the year and join events organized by NYIF and other international organizations such as UN agencies, multilateral institutions, chambers of commerce, foreign consulates, and educational institutions.
Pre-admission and exclusive offers to NYIF’s Young Finance Scholar (YFS) International program a pre-college enrichment program designed for talented high school students interested in expanding their knowledge and skillset in business and finance while strengthening their research capabilities and extracurricular profiles.
Complimentary access to some of NYIF’s webinars offered to YFS graduates as continuing education and prospective YFS students.
Reference letters available upon request from Westcoast Connection and the New York Institute of Finance.

Frequently Asked Questions

Who are the staff and what are their qualifications?

Our staff are educators, guidance counselors, coaches, college and university students, former camp counselors, residence life coordinators, community volunteers, world travelers, and other leaders with diverse backgrounds. Many are former participants themselves who couldn’t get enough of the Westcoast experience! Learn more about our summer leaders.
What if I need to contact my teen during the program?

Participants may bring their cell phones so parents may call and message their kids directly. You may also contact our Communication Centers which serve as the official link between programs on the road and parents. We are staffed every day during the summer and have somebody on call for after hours emergencies ready to assist you 24/7.
Will attending one of your programs help me get into college?

Attending a summer program is an incredible opportunity to learn and grow into a more well-rounded, mature individual. No matter what type of program you choose, the personal development and experience gained over the course of the summer are valuable resources that could help you with your college essays and applications. If your goal for the summer is to get a head start on college prep, a Career Experience or Pre-College Enrichment program could be just what you need. So while attending any particular summer program will not necessarily get you into your choice school, what you get from it can make a difference!

See All FAQs

Commuter Option

FINANCE. TRADING. CAPITAL MARKETS.

About This Program

What it’s Like

Certificate of Completion

Engaging Instructors

Accommodations

Meals

Activities

Transportation

Group Size

Commuter Option

Dietary Options

Program Highlights

Finance Curriculum

Finance Curriculum Details

Typical Weekday Schedule

Guest Speakers

Prestigious Academic Partner: New York Institute of Finance (NYIF)

Career Insights & Preparation

Activities

New York City Highlights

Best Eats in these Famous Neighborhoods

College Admissions Workshop

Finance Instructors

Student Life

More Details

Program Specifics

Commuter Option - For Day Students

New to Finance? No Problem, We Got You!

Additional Program Benefits

Frequently Asked Questions