Excel, Finance & Investing Summer Program (High School)

NextGen Bootcamp

5.0 52 reviews

Learn Microsoft Excel, finance, and stock market investing during this intensive NYC program. Build an edge for college and internships through core business abilities. Sign up to learn from top instructors drawn from Wharton Business School and NYU Stern.

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13 - 18 years old
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185 Madison Ave, New York, NY
30 hours over 5 sessions

Excel, Finance & Investing Summer Program (High School)

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Start Dates (2) $1,395/person

Mon. Jun 28th, 10am–4pm ET

Show all 5 sessions

Mon, Jun 28 at 10:00am - 4:00pm
Tue, Jun 29 at 10:00am - 4:00pm
Wed, Jun 30 at 10:00am - 4:00pm
Thu, Jul 01 at 10:00am - 4:00pm
Fri, Jul 02 at 10:00am - 4:00pm

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Mon. Aug 9th, 10am–4pm ET

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Mon, Aug 09 at 10:00am - 4:00pm
Tue, Aug 10 at 10:00am - 4:00pm
Wed, Aug 11 at 10:00am - 4:00pm
Thu, Aug 12 at 10:00am - 4:00pm
Fri, Aug 13 at 10:00am - 4:00pm

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Great class! The content was well organized and the instructor was excellent. He was engaging, knew the material very well and was able to adjust to the various levels of ability of the students! Would definitely recommend!

Rebecca H.

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Description

Spend one focused week in NYC mastering Microsoft Excel, the fundamentals of finance, and the essentials of stock market investing. This immersive summer program for high school students delivers the practical skills and financial literacy that set students apart in college and beyond.

Designed as a practical, career-relevant introduction to the tools and concepts that drive business and finance, this program is ideal for students interested in finance, business, real estate, entrepreneurship, and related fields. No prior experience is required. You will leave the week with a level of Excel fluency and financial understanding that most adults never develop.

Excel
Over three days, students build real Excel expertise from the ground up. Excel Fundamentals covers data entry, charts, and essential shortcuts. Intermediate Excel introduces Pivot Tables and VLOOKUP. Advanced Excel teaches you to record macros and automate your workflow. By the end, you'll know exactly how to use Excel the way professionals do.

Finance and Investing
Understand the forces behind stock price movements and the methods investors use to evaluate company value. This section covers the essentials of valuation metrics, including P/E ratios and DCF analysis, how to interpret financial statements, and the principles of fundamental investing. Students analyze real earnings reports and valuation data from well-known companies like Google and Apple.

Instructors
Students work with experienced instructors who specialize in teaching Excel and finance to young audiences. The curriculum has been developed by graduates of the Wharton Business School and NYU Stern School of Business, bringing a rigorous academic foundation to an accessible, high-energy teaching format.

Learn more about the Excel, Finance, & Investing Summer Program at NextGen Bootcamp.

Syllabus

Excel for Business Fundamentals

Introduction

Interface
Data Entry

Formulas

Autofill
Calculations
True or False
AutoSum Functions
Text Functions
Multi-Input Functions
Absolute Cell References

Formatting

Formatting
Format Painter
Conditional Format

Charts & Tables

Line Chart
Column Chart
Pie Chart
Tables

Workbook Management

Printing
Worksheets
Repeat Action
Shortcuts

End of Class Project

Using Formulas to Analyze Financial Data
Save and Close

Intermediate Excel for Business

Worksheet Management

Navigation
Paste Special

Working with Text

Splitting Text
Joining Text
Named Ranges
Data Validation
Sort & Filter
Remove Duplicates

Database Functions

VLOOKUP
HLOOKUP
VLOOKUP - Closet Match

Logical Functions

AND, OR
IF statements

Pivot Tables

Pivot Tables
Pivot Tables & Grouping
Multiple Pivot Tables

Statistical Functions

Ranking
COUNTIFS
SUMIFS

Advanced Charts

Combo Charts
Use Charts & Functions to Build a Financial Summary Excel Sheet

Advanced Excel for Finance

Excel for Financial Modeling

Advanced techniques to Expedite Workflow
Advanced Analytical Tools & Sensitivity Analysis
Database Functions for Finance
Functions for Financial Analysis

Stock Market Fundementals

Introduction to Stocks

Stock Fundamentals
Stock indices
Liquidity
Dividend Yields
Exchange Traded Funds (ETFs)

Intermediate Stock Topics

Market Capitlization
P/E Ratios
EV/EBITDA Mutiples
Stock Movement
Earnings Release
Interest Rates
Economic Trends

Bond Investing + Stock Options

Types of Bonds
Bond Pricing, Yields, and Spread
Credit Ratings & Risks
Call & Put Options
Option Strategies & Hedging

Foundational Accounting Topics

Intro to Accounting

Financial Reports
Types of Financial Statements
GAAP
Cash vs. Accural Accounting

Income Statement, Balance Sheet, and Cash Flow Statement

Essential Line Items
Profit Ratios & Margins
Depreciation and Amortization
EBITDA
Assets = Liabilties + Stockholder's Equity
Changes in PP&E
Working Capital
Cash flow from Investing, Financing, and Operations
Indirect Method

Corporate Finance & Financial Modeling

Introduction to Corporate Finance

Enterprise value
Financial Accounting & Statement Analysis
Three Statement Model
Intro to DCF Modeling
Sensitivity Analysis

Company Analysis

Discuss the business model and value drivers of a public restaurant company
Capital Structure:Calculate the total enterprise value and build a capital structure table
Ratios: Calculate the financial ratios
Decide if this is a good or bad investment

Refund Policy

Registration Fee: All courses include a non-refundable registration fee of 10%.
Cancellations: Students may cancel up to seven business days prior to the course and receive all monies paid, less the non-refundable registration fee. Cancellation requests within the policy should be made directly to CourseHorse.
Rescheduling: Students may reschedule once up to three business days prior to the start date of the course at no charge. Reschedules within three business days incur a $20 rescheduling fee. Reschedule requests should be emailed to [email protected].

Reviews of Classes at NextGen Bootcamp (52)

(5.0-star rating across 52 reviews)

This class: 5.0 out of 5 from 5 reviews

Excel, Finance & Investing Summer Program (High School)

Rebecca H. • April 10, 2023

Great class! The content was well organized and the instructor was excellent. He was engaging, knew the material very well and was able to adjust to the various levels of ability of the students! Would definitely recommend!
Excel, Finance & Investing Summer Program (High School)

Lucas Chen • April 10, 2023

Made great connections and had a great experience, all while being extremely well-informed on the subject that my instructor taught.
Excel, Finance & Investing Summer Program (High School)

Henry Remien • April 10, 2023

The class gives a firm understanding of the basics of Excel while giving the student real-world application in finance.
Excel, Finance & Investing Summer Program (High School)

Pascale R. • April 10, 2023

The class was more advanced than I expected, and I was pleasantly surprised by the amount of information I learned. The instructors were very knowledgeable and explained concepts well.
Excel, Finance & Investing Summer Program (High School)

Lara Morello • April 10, 2023

The teachers did an excellent job teaching Excel and gave the students ways to handle realistic scenarios and data samples to make what we learned extremely practical.

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