Thank you for your interest in our Investments, Financial Planning and You summer program. The application window for IFPY 2023 has closed. Please check back in the Winter for information pertaining to IFPY 2024!
For more information, please email ciwm@merage.uci.edu.
High school students who are exceptionally driven and want to learn all there is to know about investing and financial planning should enroll in our week-long summer program. Case studies, group projects, online simulations, and student presentations are used in conjunction with industry experts and renowned instructors from the University of California, Irvine's Paul Merage School of Business to create a distinctive learning environment. Each student develops a personal wealth management plan as the program's capstone project, opening the door to a long-term strategy for financial success.
Learning Objectives:
"IFPY has been a critical part of my journey in figuring out my career path. I'm currently a first year student at Williams College (Williamstown, MA) as a prospective economics major. I attended the IPFY program in the summer of 2017 and got the Bloomberg Market Concepts certification during my time with the UCI CIWM program. I 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 took concepts that I learned at IFPY and held financial literary workshops for underserved elementary and middle schoolers back in Orange County. During my senior year, I worked as a real estate intern with Keller Williams Costa Mesa and I'm finishing the licensing process. Also, I was a winter analyst in institutional endowment management with the Williams College Investment Office, a new realm of the financial industry for me.
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 do now as a strategist for our college's Alhambra Consulting Group. It's also a place where I amplified my circle of competence in the realm of presenting financial related material. I just finished my final presentation to the Investment Office about the state of the real estate and hotels market with a focus on REITS + other vehicles of investing. 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 Chhuor
Williams College, Class of 2022
