Wall Street Stock Market & Investment Experience

from Westcoast Connection and New York Institute of Finance

WCC_logo

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.

Join us this Summer for 1 or 2 weeks in New York City

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Week 1 Only

Wall Street Stock Market & Investment Experience

7 DAYS

Dates: July 14 – July 20, 2024

Price: USD $3,399 plus airfare

Current Grade: 9th, 10th, 11th, 12th

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Week 2 Only

Wall Street Stock Market & Investment Experience

7 DAYS

Dates: July 21 – July 27, 2024

Price: USD $3,399 plus airfare

Current Grade: 9th, 10th, 11th, 12th

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Week 1 & 2

Wall Street Stock Market & Investment Experience

14 DAYS

Dates: July 14 – July 27, 2024

Price: USD $5,999 plus airfare

Current Grade: 9th, 10th, 11th, 12th

Commuter option for local residents available. See details below.*

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 the dining hall and local restaurants.

Activities

Includes all recreation & activities listed.

Transportation

Public transportation such as the subway and bus.

Group Size

Up to 100 participants.

Commuter Option

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

Program Highlights

Financial District Guided Tour.

Harbor Jet Boat Ride aboard the BEAST.

Enjoy the “Best Eats” in NYC’s most famous neighborhoods.

College visit and admission information session at Columbia Business School.

Network with prominent guest speakers and gain industry insights.

View the skyline from a towering observation deck 70 floors high.

Discover South Street Seaport and Central Park with your new friends.

Live in-person classroom training delivered by senior Wall Street financial experts and practitioners.

Access to NYIF Student Benefits and Services exclusive to Alumni.

Finance Curriculum

Finance Curriculum Details
Facilitated by instructors with decades of experience on Wall Street, this 2-week immersive program equips high school level students with the knowledge and skills needed to pursue a degree in business or finance.
Find out if you are destined for a career in business or finance by participating in this 2-week program. This program introduces you 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 weekly competitions.
Program topics include:
  • What is Wall Street?
  • Developing a “Financial Quotient (FQ)”
  • The Global Financial System
  • Private Equity & Venture Capital
  • Commercial Banking and Credit
  • “Ethics” in Business and Finance
  • Future of Finance – Digitization and Technical Revolution
  • Exploring Internships & Job Search Strategies in the Financial Industry
  • Cryptocurrency, Blockchain & the Future of Finance
  • Wealth Management & Building a Portfolio
  • Key Concepts to Analyze Financial Statements
  • Communication Skills Workshop for Financial Industry Careers
  • Hedge Funds
  • Portfolio Diversification
  • Career Paths in the Financial Industry
There will be 1 group project competition each week that will be judged by a panel of industry experts.
Week 1 – 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.
  • 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 2 – Fund Manager Competition
Students will be grouped into small teams and will assume the role of equity analysts researching and selecting stocks to develop a winning portfolio.
  • 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.
Typical Weekday Schedule
  • 8:00 AM  Wake Up
  • 8:30 AM  Breakfast
  • 9:30 AM – 12:30 PM  Morning Finance Module
  • 12:30 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
Guest Speakers
Gain industry insights and inspirations by meeting with a wealth manager, trader, venture capitalist, financial advisor or performance coach.
* Due to the nature of the changing schedules of our industry guest speakers, all speaker commitments are subject to change.
NYIF Faculty
Learn from senior Wall Street financial experts and business leaders.
NYIF Academic Director – Jack Farmer
Jack 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 adviser for portfolio managers at significant global investment funds. These funds include emerging markets equity funds and global macro hedge funds.
Prior to his current consulting work, Jack worked as a senior consultant in Accenture’s Financial Services Industry group. He then joined a proprietary trading group at Bank of America as a trader, eventually becoming the head trader and chief strategist for its FX and Eurodollar Statistical Arbitrage group. After completing his doctoral studies in finance, he spent two years teaching quantitative finance at the University of Texas at Austin. With the objective of putting his dissertation research to practical use, he moved to New York in 1997 and began working as a quantitative trading and training consultant with proprietary trading groups in New York, London, and Chicago.
New to Finance? No Problem, We Got You!
This introductory level program is for students of all levels interested in learning more about business and capital markets.
Prior to your arrival, you will be granted complimentary access to 2 on-demand lessons hosted on the NYIF learning portal. These 2 short lessons are not mandatory but highly recommended.
Pre-learning modules include:
  • Basic Concepts of the Macro Economy
  • Basic Concepts of the Micro Economy
No prerequisites required to join!
Additional Program Benefits
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 committed to lifelong learning and development, plus various 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 are available upon request from Westcoast Connection and the New York Institute of Finance.

Activities & More Details

About Westcoast Connection (WCC)
Westcoast Connection’s mission is to create life-changing experiences that teens remember as the best of their lives.
Since 1982, Westcoast Connection (WCC) summer programs for high school students, aged 13-17, have brought teens together from around the world to share unforgettable experiences. WCC focuses on creating safe, fun, and socially comfortable environments where teens are encouraged to step out of their comfort zones, explore the world around them, make lasting new friendships, and grow.
Offering three distinct program styles in over 24 countries, WCC is able to provide the perfect summer program to fit your individual needs, whether you want to Travel, Learn, or Volunteer. WCC is confident that one of their 70+ programs will be your summer of a lifetime.
New York City Highlights
Financial District Guided Tour
Stops include the New York Stock Exchange, Charging Bull, Federal Reserve, Goldman Sachs, AIG, Deutsche Bank, and more.
Central Park
Take a stroll through Central Park, the most visited city park in the United States as well as one of the most filmed locations in the world.
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.
Harbor Boat Ride aboard the BEAST
Experience a thrilling speedboat ride that zooms down the Hudson River at speeds up to 45 mph. Zoom within 100 feet of the Statue of Liberty to a rockin’ soundtrack and an awesome and fun interactive captain and crew.
The National September 11 Memorial & Museum
Visit the beautifully designed museum and 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.
South Street Seaport
This active waterfront location nestled between the Brooklyn Bridge and the canyons of Wall Street is the gateway to Lower Manhattan’s rich maritime history and cultural diversity. Experience exciting entertainment, unique shopping and dining, cultural activities, and much more.
Smorgasburg & Brooklyn Flea Market
One of the most popular tourist destinations in Brooklyn, The New York Times called Smorgasburg “The Woodstock of Eating.”Smorgasburg & Brooklyn Flea Market features foods, beverages, and treats from 100+ vendors from New York City and across the region.
Best Eats in these Famous Neighborhoods
Chinatown
Taste the greatest assortment of Chinese delicacies you can imagine. Find the best Dim sum spots; try specialty soups, and devour dumplings while exploring the many cultural and ethnic multiplicities Chinatown has to offer.
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.
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).
Meatpacking District
Not to be misled by its name, the meatpacking district is a very trendy neighborhood in Manhattan. Its historical importance as a market-filled industrial center has not been lost, however the district has transformed into a popular nightspot with late-night venues and eateries galore.
Greenwich Village
One of the oldest and trendiest districts of New York, “the village” as it is referred to, has retained much of its charm and historic character over the years. At the center is Washington Square Park, serving as an unofficial quad for NYU students and a popular hang-out spot.
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.
Brooklyn
The second largest city in the United States, Brooklyn is home to many of New York’s top attractions including The Brooklyn Bridge, Botanic Garden in Prospect Park, Flea market, Historical Society, and Coney Island.
Little Italy
Manhattan’s Little Italy is a haven for family, tradition, community, celebration along with culinary pleasures.
Program Specifics
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, anaphylactic 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 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!
Commuter Option for Local Residents
Available for students who don’t require accommodations. Commuter students join for 5 or 10 weekdays from approximately 9:30 AM until 4:30 PM for the finance curriculum. The exact schedule varies depending on the day. 
5-day Commuter Tuition – $1,699
10-day Commuter Tuition – $3,199
Note: Lunch is not included.

About NYIF

With a history dating back more than 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. NYIF US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks.

Reserve Your Seat to the Wall Street Stock Market & Investment Experience Today!

Questions or Concerns? 
Contact us at (347) 842-2501 or email customerservice@nyif.com