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Excel, Finance & Investing Summer Program (High School)

Learn Microsoft Excel, finance, and stock market investing during this thorough summer program. Build the know-how you need for college and internships while soaking up insight from top instructors. Lift your finance and business savvy in this NYC-based high school program.

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  • 13 - 18 years old
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  • Live Virtual
  • 30 hours over 5 sessions

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  • 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 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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Class Description

Description

This one-week summer program for high school students in NYC offers an intensive introduction to Microsoft Excel, finance, and stock market investing. Walk away with a powerful combination of spreadsheet mastery and financial knowledge that gives you a lasting edge in school and in your career.

Designed for students with no prior background in finance or Excel, this program is ideal for anyone interested in business, real estate, entrepreneurship, or any field where data and financial thinking matter. The curriculum has been carefully crafted to be accessible to beginners while moving quickly enough to deliver genuinely advanced skills by the end of the week.

Excel
Three days are devoted to transforming students into capable, confident Excel users. Start with Excel Fundamentals: data entry, chart creation, and the most important keyboard shortcuts. Progress to Intermediate Excel for hands-on work with Pivot Tables and VLOOKUP. Finish with Advanced Excel and learn to record macros and automate repetitive tasks. The result is practical spreadsheet fluency that employers value across every industry.

Finance and Investing
This section breaks down how stock prices are determined and how investors evaluate companies. Students explore key valuation concepts, including P/E ratios and DCF analysis, learn to read basic financial statements, and study the principles behind fundamental investment research. The approach is grounded in real-world analysis using publicly available data from companies such as Google and Apple.

Instructors
Teaching is handled by specialists with extensive experience in Excel and finance instruction. The program curriculum was developed by graduates of the Wharton Business School and NYU Stern, ensuring that every concept taught reflects both academic rigor and practical relevance.

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

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

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 Fundamentals

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 2 reviews

  • Excel, Finance & Investing Summer Program (High School)

    This class was great! I learned a lot while still having a good time, which is what made it so enjoyable.
  • Excel, Finance & Investing Summer Program (High School)

    Amazing class. Definitely would suggest it for anyone looking to go into business.
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NextGen Bootcamp, a partner of Noble Desktop, offers high school students a cutting-edge education in computer science and digital design. Their immersive summer camps and after-school programs provide hands-on learning experiences.

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