Investments, Financial Planning and You
Empowering Students to Achieve Lifelong Financial Success
APPLY NOWIFPY Program Dates
Applications for Summer 2025 are now open. Apply Now!
Investments, Financial Planning & You (IFPY) is a week-long commuter summer program for high school students seeking to expand their financial and investing expertise. Students will participate in case studies, group projects, online simulations, and presentations with industry professionals and renowned teachers from the Paul Merage School of Business. As part of the program's capstone project, participants will create a personal wealth management plan, laying the foundation for long-term financial success.
Program Cost:
The total cost of the IFPY program is $1,395 per week, which includes a $600 non-refundable deposit to secure your spot.
Week 1: July 7, 2025 - July 11, 2025
Week 2: July 14, 2025 - July 18, 2025
Week 3: July 28, 2025 - August 1, 2025
Eligibility and Application Requirements
Our program welcomes students from a wide range of academic backgrounds, including incoming high school freshmen to recently graduated seniors. No prior knowledge of finance or economics is required, as the curriculum is designed to build foundational concepts from the ground up.
While there are no strict requirements for acceptance, participants should be prepared to engage with college-level material. This program is ideal for motivated individuals who are ready to put in the effort, stay focused, and actively participate in discussions and coursework. Support and guidance will be provided throughout, making it a great opportunity to explore the exciting world of finance and wealth management.
Program Objectives
- Understand the Foundations of Wealth Development
- Analyze and Evaluate Investment Vehicles
- Develop and Test Investment Strategies
- Apply Personal Finance and Wealth Management Principles
- Present and Defend Financial Strategies
Recent News
Review: A transformative summer experience at UCI program, “Investments, Financial Planning and You”
The benefits of learning about financial literacy and wealth management for teens.
by Leon Minseo Chung
IFPY has been a critical part of my journey in figuring out my career path. I attended the IFPY program and cannot emphasize how profound this program was in helping me grow as an individual along with providing me a life-changing introduction to the financial services realm and finance/economics in general.
I attribute where I am now to my enrollment in the IFPY program. The final wealth management strategy case study presentation we did was a stepping stone to the work I did as a strategist for the Alhambra Consulting Group. The IFPY program confirmed my interest in this realm of economics and finance and I couldn't be more thankful for the soft and hard skills I developed in just one week.
Tiffany Chhour
Senior Analyst
The Carlyle Group
Program Overview
Tuition for the IFPY program is $1395 with a non-refundable fee of $600.
This is a commuter-only, non-residential program, designed to allow students to return home each day. Students have the option to opt-in for lunch, but parking is not included.
Monday
- Wealth Creation
- Real Estate
- Retirement Savings
Tuesday
- Investment Vehicles (stocks, corporate bonds, municipal bonds, ETFs, mutual funds)
- Asset Allocation
- Stock Portfolio Creation
Wednesday
- Bloomberg Demonstration
- Fundamental & Technical Analysis
- Bond Math
Thursday
- Personal Finance
- Career Choices in the Financial Industry
- Wealth Management Strategy
Friday
- Strategy Presentations (parents invited)
- Certificate Presentation and Reception
Speakers
Christopher Schwarz, PhD
Professor of Finance, The Paul Merage School of Business
Faculty Director, Center for Investment and Wealth Management
cschwarz@uci.edu
Feroz Ansari, MBA, MIM, CFP®
Senior Principal & Portfolio Manager
Compak Asset Management
feroza@exchange.uci.edu
Steven L. Gill, PhD
Associate Professor
Academic Affairs
Fowler College of Business
Charles W. Lamden School of Accountancy
sgill@sdsu.edu
