Wall Street Stock Market & Investment Experience

Course Description: Wall Street Stock Market & Investment Experience

Wall Street Finance Program for Teens 💼�*

Step inside the fast-paced world of finance, trading, and capital markets in the heart of New York City. This immersive summer program is designed for teens curious about Wall Street, global markets, wealth management, blockchain, private equity, hedge funds, technical analysis, and financial careers.

Led by expert instructors from the New York Institute of Finance (NYIF) — one of the most respected financial training institutions in the world — students gain practical skills, insider knowledge, and real insight into professional pathways in business and finance. 💹🏙️

Depending on your session date, this experience will either be Week 1 or Week 2 of the full 12-day Wall Street curriculum.

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*� Curriculum Topics

• What is Wall Street?

• Developing a Financial Quotient (FQ)

• Private Equity & Venture Capital

• Internships & Job Search Strategies

• Fintech & Digital Assets (Blockchain/Crypto)

• Wealth Management & Portfolio Building

• Technical Analysis & Indicators

• Portfolio Diversification

• Reading Financial Statements & DCF Modeling

• Communication Skills for Finance Careers

• Investment & Hedge Funds

• Career Paths in the Finance Industry

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*� Typical Weekday Schedule

8:00 AM – Wake Up

8:30 AM – Breakfast

9:30 AM – Morning Finance Curriculum

12:00 PM – Lunch

2:00 PM – Group Project Competition, Guest Speaker or Finance Module

4:30 PM – NYC Daily Highlight

7:00 PM – Dinner in a Famous NYC Neighborhood

9:00 PM – Evening Activity

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*� Finance Curriculum

This 6-day experience introduces students to the complex world of capital markets, building a foundation in investing, financial literacy, and analytical thinking. Teens participate in hands-on workshops, real-world simulations, and group competitions judged by industry professionals.

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*� Weekly Breakdown

Week 1 – Foundations of Wall Street �*

Topics include:

• What is Wall Street?

• FQ Development

• Private Equity & Venture Capital

• Hedge Funds

• Portfolio Diversification

• Wealth Management

• Financial Statements & DCF Modeling

• Recruitment Insights Panel

Fund Manager Competition �*

Teams:

• Pre-screen ~10 stocks

• Evaluate fundamentals

• Build a 3-stock portfolio

• Present recommendations to NYIF experts

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Week 2 – Advanced Finance, Trading & Technicals 📉�*

Topics include:

• Wall Street Overview

• Crypto, Blockchain & Digital Assets

• Future of Finance

• Technical Indicators

• Behavioral Finance

• Career Paths in Finance

Model Equity Portfolio Competition ⚡

Teams:

• Analyze momentum, volume & sentiment

• Build a high-potential technical portfolio

• Present findings to NYIF experts

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*� Guest Speakers

Meet professionals such as:

• Wealth Managers

• Traders

• Venture Capitalists

• Financial Advisors

• Performance Coaches

(Speakers may vary based on schedules.)

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*� Career Preparation Sessions

Week 1: Jobs & Internships

• Skills needed in modern finance careers

• Interview techniques

• Soft vs. hard skills

• LinkedIn & personal branding

• Collaboration & communication workshops

Week 2: Career Paths in Finance

• Professional pathways

• Required skills & qualifications

• Case studies of notable finance leaders

• Academic prep vs. experience

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*� Additional Program Benefits

• Certificate of Completion

• Eligibility for NYIF Alumni Group (250,000+ global members)

• Invitations to youth competitions & partner events

• Access to enrichment resources

• Pre-admission consideration for the Young Finance Scholar (YFS) program

• Reference letters available upon request

• Complimentary NYIF webinars

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*�️ Academic Partner

New York Institute of Finance (NYIF)

Founded by the New York Stock Exchange in 1922, NYIF trains 50,000+ professionals annually across 125+ countries. Alumni include Warren Buffett and employees from the world’s leading banks, regulators, and financial institutions.

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*�‍🏫 Finance Instructors

Led by NYIF’s faculty of industry experts:

• Jack Farmer — Academic Director

• Chuck Garcia — Instructor

• Valisha Graves — Instructor

• Michael Carr — Instructor

• Chris Thomas — Instructor

• Mayra Rodríguez Valladares — Instructor

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*� New York City Highlights

• The High Line

• Financial District guided tour

• Times Square

• The Edge observation deck

• MLB Baseball Game (Week 2 only)

• The National September 11 Memorial

• Chelsea Market

• Midtown West

• SoHo

• Little Italy

  (Highlights vary by departure date.)

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*� Accommodations

M Social Hotel Times Square

Modern rooms in the heart of Manhattan — walking distance to many major attractions.

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✨ Student Life

A warm, inclusive environment designed to build confidence, independence, and lifelong friendships — similar to a college-style learning and living experience.

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*�️ Meals

Includes breakfast and dinner daily.

Lunches are taken in small groups at cafés and restaurants around the city.

Most dietary needs can be accommodated (vegetarian, allergies, lactose-free, celiac, kosher-style).

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*� Transportation

Public transportation (subway + bus) is used throughout the program.

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*� Group Size

Up to 75 students.

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*� Commuter Option

Day-student/commuter option available (no accommodations).

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✈️ Program Specifics

Arrival

Airport greeting + designated-time airport transfers are available.

Students may also meet the group directly at the hotel.

Departure

Designated-time airport transfers provided; staff stay with students until flights depart.

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*� Food & Meals — Extended Info

Daily breakfast (hot + cold options), diverse dinners, and flexible lunches.

Extensive experience accommodating dietary needs.

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*� Laundry

One week of clothing is recommended.

Laundry can be done during the program.

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✔️ What’s Included

• Lodging

• Breakfast & dinner daily

• All activities listed

• NYC excursions

• Wi-Fi at hotel

• Airport transfers (designated times)

• Gratuities & taxes

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❌ Not Included

• Transportation to/from NYC

• Lunches & snacks

• Personal spending money

• Laundry

• Optional travel insurance