Discover Classes. Earn 10% Rewards.

Excel, Finance & Investing Summer Program (High School)

Master Microsoft Excel, finance, and stock market investing in this comprehensive summer program. Gain the skills needed to excel in college and internships while learning from top instructors in the field. Elevate your finance and business knowledge with this high school program in NYC.

  • All levels
  • 13 - 18 years old
  • $1,299
  • Earn 12,990 reward points
  • Live Virtual
  • 30 hours over 5 sessions

Start Dates (1)

  • $1,299
  • 30 hours over 5 sessions
20 seats left
Book
Show all 5 sessions
  • Thu, Jun 27 at 10:00am - 4:00pm
  • Fri, Jun 28 at 10:00am - 4:00pm
  • Mon, Jul 01 at 10:00am - 4:00pm
  • Tue, Jul 02 at 10:00am - 4:00pm
  • Wed, Jul 03 at 10:00am - 4:00pm
Showing 11 of 1

Class Description

Description

What you'll learn in this data science course:

Master Microsoft Excel, finance, and stock market investing in this 1-week course in NYC. You'll learn the most powerful business application, finance fundamentals, and tips to get started investing in the stock market.

Learn the most essential business application, Microsoft Excel, while conquering finance and business concepts. This beginner-friendly program is ideal for high school and college students interested in finance, business, real estate, entrepreneurship, and many other related fields. This course will help students gain an advantage in college and internships as you will learn all the skills employers will be looking for.

Excel
Become an advanced Microsoft Excel user in just three days. Begin with data entry, charts, and essential shortcuts in Excel Fundamentals. Go to the next level with Pivot Tables and VLOOKUP in Intermediate Excel. Automate your workflow by recording macros in Advanced Excel. You'll learn everything you need to know to become an Excel pro.

Finance & Investing
Learn what moves stock prices and how stocks are valued by investors. In this course, you will learn the essentials of valuation (such as P/E ratios and DCF analysis), financial statements, and fundamentals of stock investing. We will analyze recent earnings releases and valuation multiples of companies such as Google and Apple to provide a framework for fundamental investment research.

Instructors
Students will learn from top instructors in Excel and finance with years of experience teaching. The curriculum has been handcrafted by graduates of the Wharton Business School and NYU Stern.


Learn more about 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 Fundementals

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

Note: This provider has a temporary cancellation policy for COVID-19 related cancellations which is as follows: 

We are allowing attendees to reschedule at no charge or keep class credit for up to two years. Email us at [email protected] 

---- 

Original cancellation policy (non-COVID-19):

  • 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 (61)

(5.0-star rating across 61 reviews)
  • Excel, Finance & Investing Summer Program (High School)

    Reviewed by Lara Morello on 4/10/2023
    The teachers did an excellent job teaching Excel and gave the students ways to handle realistic scenarios and data samples to make what we learned extremely practical.
  • Excel, Finance & Investing Summer Program (High School)

    Reviewed by Jordan Baskind on 4/10/2023
    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)

    Reviewed by Lucas Chen on 4/10/2023
    Made great connections and had a great experience, all while being extremely well-informed on the subject that my instructor taught.
  • Excel, Finance & Investing Summer Program (High School)

    Reviewed by Henry Remien on 4/10/2023
    The class gives a firm understanding of the basics of Excel while giving the student real-world application in finance.
  • Excel, Finance & Investing Summer Program (High School)

    Reviewed by Pascale R. on 4/10/2023
    The class was more advanced than I expected, and I was pleasantly surprised by the amount of information I learned. The instructors were very knowledgeable and explained concepts well.
  • Excel, Finance & Investing Summer Program (High School)

    Reviewed by Elijah Rabin on 4/10/2023
    Amazing class. Definitely would suggest it for anyone looking to go into business.
See reviews for other classes at NextGen Bootcamp
loading...
Hide Reviews

Review Summary by CourseHorse

Students who attended the Excel, Finance & Investing Summer Program (High School) had overwhelmingly positive experiences. They praised the well-organized content and engaging instructors who were knowledgeable and able to adapt to different levels of ability. The class provided a solid understanding of Excel basics and applied them to real-world finance scenarios, making the learning practical and relevant. Students were pleasantly surprised by the advanced level of the class and the amount of information they learned. They enjoyed the class while still gaining valuable skills and connections. Overall, the program was highly recommended for those interested in business. Quotes: 1. "The teachers did an excellent job teaching Excel and gave the students ways to handle realistic scenarios and data samples to make what we learned extremely practical." 2. "I learned a lot while still having a good time, which is what made it so enjoyable." 3. "Definitely would suggest it for anyone looking to go into business."

Questions & Answers (0)

Get quick answers from CourseHorse and past students.

Similar Classes

NextGen Bootcamp

NextGen Bootcamp, a Noble Desktop partner company, is dedicated to providing high school students with a state-of-the-art education in computer science and digital design. Our programs include hands-on, immersive summer camps and after-school programs.

Read more about NextGen Bootcamp

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified Online educator.

NextGen Bootcamp

Give This Course as a Gift Card

  • Thousands of classes
  • No expiration
  • Unique and memorable gifts for any occasion
  • Personalized
  • Explore a passion, gain a new skill, discover a new hobby, engage in a memorable experience
  • Instant delivery
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™

Buy a Gift Card

Book this Class as a Group Event

Booking this class for a group? Find great private group events

Or see all Professional Group Events

Explore group events and team building activities ranging from cooking, art, escape rooms, trivia, and more.

CourseHorse Gift Cards

  • Creative & unique gift for any occasion
  • Thousands of classes & experiences
  • No expiration date
  • Instant e-delivery (or choose a date)
  • Add a personalized message
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™
Buy a Gift Card
gift card with the CourseHorse logo gift card with the CourseHorse logo
Loading...