Investments, Financial Planning and You
A UC Irvine Summer Excellence Program for High School Students
[UCI Investments Financial Planning and You Brochure 2 page.pdf]
This intense 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 life long plan of financial success.
Monday, July 25 – Friday, July 29, 2016
“We are delighted to be able to offer a rigorous academic program for high school students and advance the study of financial literacy into our communities.”
Andrew J. Policano, Ph.D., UCI
Andrew J. Policano
Center for Investment & Wealth Management (CIWM) and Former Dean of The Paul Merage School of Business
The Paul Merage School of Business
MBA MIM CFP®
Senior Principal & Portfolio Manager, Compak Asset Management
1. Challenge one-self and develop "My Wealth Management Strategy", a personalized financial strategy case study and present your findings to your peers and faculty
2. Expand your knowledge of personal financial management
3. Gain an understanding of macroeconomics and global financial markets
4. Learn how to analyze and evaluate stocks bonds, mutual funds, and ETFs
5. Develop and back test optimal investment portfolios
6. Familiarize yourself with wealth creation concepts
Contact Lee Anne Maki
Associate Director, Center for Investment and Wealth Management at
firstname.lastname@example.org or 949.824.2675 for application materials.
[UCI Invest Fin Plan FILLABLE APPLICATION.pdf]
Applications are being accepted now on a rolling admissions basis. You will be notified within 30 days of application submission if you have been selected to attend. Apply now, seating is limited.
Application deadline is March 15, 2016.
Upon acceptance into the program, a $300 non-refundable deposit will be required to secure your spot.
Program Date: July 25 – 29, 2016
Time: 8:00 am – 5:00 pm
Cost: $995 per student
LIFEvest Photo Recap!
2015 Financial Literacy Program
How to Build
a Meaningful Life Plan by
Creating Lasting Financial and Educational Goals
Sunday, August 2 – Saturday, August 8
"Poised for Success"
Taco Bell Headquarters Visit & Social Etiquette Dinner
Joan Payden Luncheon
Getting Into College
ARC Ropes Course
PIMCO Corporate Visit & LIFEplan Presentations
The UC Irvine, Center for Investment and Wealth Management’s fifth annual Financial Literacy Summer Residential Program is a one-week, on-campus program dedicated to helping underserved eighth and ninth grade students by teaching life skills in a highly supportive environment. The program is designed for high achieving students from low-income families.
LIFEvest is completely funded by generous donors since no funding is received from The Paul Merage School of Business School, UCI, or the State of California. It costs about $2,100 for each student to attend the program and we have 40 students this year. All donations go directly to program costs so our students and their families are not burdened with any fees. Your support is vital and any contribution you can provide makes a difference in the lives of these students.
Your support makes a difference. Click here to make an impact today!