Monday, July 24 –  Friday, July 28, 2017

8:30 a.m. – 5:00 p.m.

$995 per student

This summer program is designed for highly motivated, talented high school students who wish to gain a deep understanding of investments and financial planning.  Acclaimed faculty from The Paul Merage School of Business at the University of California, Irvine partner with industry experts to deliver a unique learning environment through a combination of case studies, group projects, on-line simulations and student presentations. The program culminates in the creation of a personal wealth management plan by each student, paving the way for a lifelong plan of financial success.



LEARNING OBJECTIVES:

  • Challenge oneself and develop “My Wealth Management Strategy”, a personalized financial plan case study and present your findings to your peers and faculty.
  • Expand your knowledge of personal financial management.
  • Gain an understanding of macroeconomics and global financial markets.
  • Learn how to analyze and evaluate stocks bonds, mutual funds, and ETFs.
  • Develop and back test optimal investment portfolios.
  • Familiarize yourself with wealth creation concepts.


Feroz Ansari, program chair, Jaya Tewari 2016 program participant, Andy Policano, Faculty Director