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G2020 Young Equity Analyst (YEA)™ Program
*Young Finance Scholar™, G2020™ is a registered trademark of the New York Institute of Finance, *The schools listed above have not endorsed, partnered, and are not affiliated with the New York Institute of Finance. The views and opinions expressed in any referenced on this site and/or any documentation do not reflect any of the above-listed schools. Should you want your school to be removed, please contact us at (phone number) or (marketing@nyif.com)
It’s a phenomenal program I’d recommend to all teenagers and young adults. Kids need to have a sense of how things work in the financial world and broader economy. I want Sophie to be able to read NY Times and follow the headlines. ‐ G2020 Alumni Parent (Sophie’s Mother)
I was planning to enroll them in other summer camps, but they all refused, saying they didn't have time. However, they agreed to join the YFS Program after they read the YFS brochure and the curriculum, and I was also happy. This shows that they are taking this seriously and want to follow the project and constantly improve their cognitive ability. I was very happy to hear the children's presentations for the first time. Through learning, they enriched and improved their knowledge. They really like the program! - G2020 Alumni Parent (Alex and Clara’s Mother)
"YFS Summer Camp at the New York Institute of Finance
is the most challenging camp for Daniel.
The instructors are financial experts, some of whom are senior professors, who are very dedicated. Most of the instructors are based in New York. Teaching assistants are also dedicated and helpful, guiding students to complete financial research projects" - G2020 Alumni Parent (Daniel’s Mother )
Where Our G2020 Students Come From
G2020 Alumni come from all over the world. Students are from elite schools like:
Dalton (New York, NY), Alfaris International School (Riyadh, Saudi Arabia), SAIL Homeschool, American School of Bombay (Mumbai, India), Rye Country Day School (Rye, NY), Lakeside Middle & High School (Pompton Lakes, NJ), Singapore American School (Singapore), Wellington College International Shanghai (Shanghai, China), Winsor School (Boston, MA), Kellogg Middle School (Seattle, WA), TL Kennedy Secondary School (Mississauga, Ontario ), Brebeuf Jesuit Preparatory School (Indianapolis, IN), The Bronx High School of Science (Bronx, NY), Phillips Academy (Andover, MA), Greenwich Academy (Greenwich, CT), Pechersk School International Kiev (Kiev, Ukraine), St. Sebastian's School (Needham, MA), St. Marcellinus Secondary (Mississauga, Ontario), Horace Mann (New York, NY). To view all schools*, click here
What G2020 Parents Are Saying...
Learning Model
2 weeks, including:
- Live online classes: 2 hours each including a short break
- 10 lectures: on emerging themes of Fintech and ESG investing in Stocks Trading and Investments
- 2 lectures: for communication skills and personal development
- 1 research project: 1 research paper writing project on topics related to stock analysis and trading
- Guidance will be provided in each class
- Best papers shall be awarded merit certificates and cash rewards
- Click here to download the YEA brochure
Benefits
- NYIF Young Equity Analyst (YEA) Certificate
- Reference letter from the New York Institute of Finance after graduating from the program
- Qualify for YFS Advanced and get invited to gain volunteer experience in non-profit, Global PAI Project
- Become a NYIF Young Alumni with access to a network of international professionals / alumni of top US universities and be eligible for various NYIF scholarships
Program Overview
What G2020 Alumni Are Saying...
Invest and Trade
Learn to pick stocks like Wall Street Pros and Manage Your Own Money
Ruichong Xu
- 12 courses on how different businesses behave in the real world according to
ups and downs of economic cycles and which companies make more money
during different times. - Analyze models of competition and moats*, you can study their most
interesting industries such as. e-commerce, entertainment, gaming, streaming, and retail - Start with a basic understanding of important financial data.
- Then learn to research world-renowned companies such as Activision, Netflix,
Nike, Nintendo, or Snapchat by understanding exactly how the business model works using financial statements and ratios. - With step-by-step model templates, you’ll practice how to forecast future sales
growth, profits, expenses, and cash flow. - Learn to be an amazing stock detective through our stock research methods and
asking the right questions in your investigations. - In addition to fundamentals, the YEA program teaches technical analysis to
identify patterns for trading stocks for the short and long-term. - To protect your stocks and portfolio, you will also study options as insurance;
and then in a fun exercise use Marvel’s Avengers as an example to build a
diversified portfolio of favored stocks. - Gain insights on fundamentals of ESG investing, ESG Funds, and learn how to use ESG data for screening sustainable companies
- Conclude the program with learning about how the fintech revolution is driving
innovations in capital markets, trading and investments.
Program Overview
- 10 courses on how different businesses behave in the real world according to ups and downs of economic cycles and which companies make more money during different times.
- Analyze models of competition and moats*, you can study their most
interesting industries such as. e-commerce, entertainment, gaming, streaming, and retail. - Start with a basic understanding of important financial data.
- Then learn to research world-renowned companies such as Activision, Netflix, Nike, Nintendo, or Snapchat by understanding exactly how the business model works using financial statements and ratios.
- With step-by-step model templates, you’ll practice how to forecast future sales growth, profits, expenses, and cash flow.
- Learn to be an amazing stock detective through our stock research methods and asking the right questions in your investigations.
- In addition to fundamentals, the YEA program teaches technical analysis to identify patterns for trading stocks for the short and long-term.
- To protect your stocks and portfolio, you will also study options as insurance; and then in a fun exercise use Marvel’s Avengers as an example to build a diversified portfolio of favored stocks.
- Gain insights on fundamentals of ESG investing, ESG Funds, and learn how to use ESG data for screening sustainable companies
- Conclude the program with learning about how the fintech revolution is driving innovations in capital markets, trading and investments.
Key Learning Objectives
- Understand basic, important drivers of the economy and industries.
- Analyze business cycles, models, and how companies compete to win.
- Read and interpret three financial statements and importance of cash flow.
- Forecasting the future using relevant industry metrics and real-time information.
- Compare stock valuations and apply the basics of a cash-flow model
asking the right questions in your investigations. - Combine fundamentals and technical analysis to trade stocks
identify patterns for trading stocks for the short and long-term. - Using basic options to protect your portfolio.
- Build a diversified portfolio of your favorite stocks.
- Analyse ESG factors and learn to invest in companies with high sustainability performance.
- Learn emerging applications of Fintech in stocks trading and capital markets.
Young Equity Analyst (YEA) Program is suitable for:
- Students wishing to further their education or pursue careers in business and finance
- Students preparing to pursue a global research & internship experience under the guidance of senior financial experts
- High school and early college students interested in stock markets and stock trading in an easy-to-understand, fun, and interactive program using examples of popular companies
Program Facts
The G2020 Young Equity Analyst (YEA) Program from the New York Institute of Finance® (NYIF) is a 2-week training program in stock analysis, trading and related financial and investment education. Participants will practice forecasting future sales growth, profits, expenses, and cash flow, identifying patterns for trading stocks in the short and long term, and building a diversified portfolio of their favorite stocks.
Time to completion: 2 Weeks
Location: Live Online Instruction via Zoom
Price: $2000 USD
Admission: Students will be admitted on a rolling basis
Session | Dates | Time
Session 1: July 24 - August 4, 2023 8:00pm - 10:00pm US EST
Lead Instructor: Jimmy Pang
Jimmy is NYIF's senior lecturer in areas of portfolio management and macroeconomics. He is Managing Director at Grey Fin Capital Management and CEO of JKP Consulting LLC, managing high net-worth family offices and private equity. Previously, he worked at Alliance Bernstein as a Global Fund Manager in London, Hong Kong, and New York with over $10 Billion in AUM. He also was Chief Investment Officer for BOCOM International Asset Management in Hong Kong. Jimmy is a graduate from Northwestern University, a visiting professor at NYU and a CFA charter holder.
“The lecturer not only imparted knowledge to students but he raised a lot of case studies which made the class more interesting and interactive. The entire classroom atmosphere was very inclusive, friendly, lots of discussions going on. The friendly atmosphere enriched our learning experiences.”
Watch Ruichong's YEA testimonial to see what he thought about the program, important takeaways, and insights.
YEA Alum