The Young Investment Banker Summer Experience
    In-person Program

    The Young Investment Banker Summer Experience

    by InvestIN

    A practical investment banking summer school built around trading, M&A, asset management and recruitment simulations with industry professionals in London.

    Last verified: 31 Jul 2026Reviewed by:SSSean Stevens

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    The Young Investment Banker Summer Experience at a glance: cost, dates and eligibility

    Current status

    Applications open

    Eligibility

    No prior knowledge required

    Age range / Year group

    Ages 15-18

    Location / Region

    London

    Cost

    £2,225

    Duration

    1 week

    Format

    In-person

    Application deadline

    Rolling

    Save program
    Business & EconomicsFinance
    Accommodation: Residential or non-residential
    Meals: 3 daily for residents
    Certificate / Outcome: Certificate; optional Level 3 Award
    Contact time: 25, 50 or 65 hours
    Tutors / faculty: Investment banking professionals

    The Young Investment Banker Summer Experience summary

    This is a practical introduction to investment banking built around trading, mergers and acquisitions, portfolio management, pitching and recruitment simulations.

    Students work with industry professionals, visit relevant venues, receive feedback and explore routes into banking through coaching and networking.

    It suits students who want to test the realities of finance through active exercises rather than classroom theory alone.

    What is The Young Investment Banker Summer Experience?

    The Young Investment Banker Summer Experience is an InvestIN career program that introduces school students to investment banking through practical simulations and contact with industry professionals. Its subject matter spans sales and trading, corporate finance, asset management, private equity, fintech and recruitment.

    Students can trade in simulated markets, value companies during a mock M&A deal, build an equities portfolio and pitch ideas. Coaching, professional feedback, networking and workplace or university visits connect these exercises to real banking roles and career pathways.

    Why Succeed highlights The Young Investment Banker Summer Experience

    • The program turns financial concepts into hands-on trading, valuation and portfolio exercises.

    • Students receive feedback from professionals with real-world investment and trading experience.

    • The two-week route broadens the experience through networking, an assessment centre and an industry reference letter.

    • Residential and day-student options make the program workable for both local and international participants.

    • An optional assessed Level 3 Award can provide formal recognition worth eight UCAS points.

    Who is The Young Investment Banker Summer Experience for?

    Best for

    Students seriously exploring finance who want practical exposure to markets, deals, portfolios and banking recruitment.

    Not ideal if

    You want a low-cost academic course, guaranteed work placement or substantial independent research.

    Is The Young Investment Banker Summer Experience worth it?

    The program can be worthwhile for a student who wants to test investment banking through simulations before committing to a university or career direction. Its strongest value lies in the combination of practical finance tasks, professional feedback and structured reflection.

    The limitation is cost: even the day program requires a substantial budget, and the experience does not guarantee admission, employment or an internship. Students should compare it with cheaper finance projects, reading, competitions or local work experience and decide whether the immersive format justifies the fee.

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    Founder, Succeed

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    20 minutes · No obligation to enrol

    A practical overview of cost, accommodation, meals, dates and provider details to review before deciding.

    Cost and what is included

    £2,225; includes 25, 50 or 65 professional contact hours, depending on package., Hands-on career simulations and program materials., Digital certificate after the program assessment., On-site safeguarding and pastoral care., Up to two workplace excursions for one-week students., Up to five workplace excursions for two-week students., Graduation, physical certificate and industry reference for two-week students., Private en-suite room, meals and activities with residential packages..

    Accommodation

    Residential or non-residential

    Meals

    3 daily for residents

    Supervision or safety information

    Residential students receive a private en-suite room, three meals daily, organised activities, transport to program venues and 24/7 safeguarding support.

    Provider details

    Review the InvestIN provider page and official sources before making a final decision.

    Dates and logistics

    1 week; London.

    What to check before committing

    Confirm current dates, payment terms, travel arrangements, cancellation rules and what is included with the provider.

    Compare this program with similar options before deciding on dates, cost, format and fit.

    Compare with similar programs

    How much preparation does The Young Investment Banker Summer Experience need?

    Effort level

    High and intensive.

    Best started

    Plan four to eight weeks before your preferred intake, allowing longer for travel, visas, accommodation and payment arrangements.

    Main challenge

    Applying unfamiliar finance ideas under time pressure in team exercises.

    Typical preparation

    • Review basic market, company valuation and M&A vocabulary.

    • Practise explaining a financial idea clearly in two minutes.

    • Arrange travel insurance, accommodation and border documents early if needed.

    • Bring a laptop and check the personalised pre-arrival timetable.

    Useful if

    You are willing to speak, collaborate and act on professional feedback.

    What do students do on The Young Investment Banker Summer Experience?

    Students rotate through practical investment banking activities, professional coaching and career-development sessions. The exact mix depends on the chosen length and Premium option.

    Step-by-step process

    1. 1

      Explore investment banking roles, markets and recruitment pathways.

    2. 2

      Trade in live-style market simulations and respond to market movements.

    3. 3

      Value companies and negotiate a simulated mergers and acquisitions deal.

    4. 4

      Build and present an equities or multi-asset portfolio.

    5. 5

      Develop pitching, communication and assessment-centre skills.

    6. 6

      Explore private equity, fintech, ethical investing and quantitative finance.

    7. 7

      Network with professionals and receive career advice and feedback.

    8. 8

      Complete the post-program assessment for certification.

    The Young Investment Banker Summer Experience dates and deadlines

    Applications

    Rolling admissions

    Places are first come, first served.

    Date not confirmed

    Applications

    Rolling registration

    Places are first come, first served.

    Date not confirmed

    First intake

    6-17 July 2026

    Fully booked; two-week program ended 17 July.

    Past

    Second intake

    27 July-7 August 2026

    Fully booked; two-week program ends 7 August.

    Past

    Final intake

    17-28 August 2026

    Limited places were published for this intake.

    Past

    Eligibility and requirements

    • Students aged 15-18.

    • No previous investment banking knowledge required.

    • B2 English minimum for EFL students.

    • Under-18 bookings require parent or guardian consent.

    • International students must meet UK entry requirements.

    • Comprehensive travel and medical insurance required.

    How much does The Young Investment Banker Summer Experience cost?

    One-week program

    £2,225 — Non-residential day program.

    Funding or discounts

    • Two-week program: £3,275 — Non-residential day program.
    • Two-week Premium: £4,400 — Includes the Level 3 assessment.
    • Residential totals: £3,725; £6,425; £7,550 — Program plus residential package.
    • Deposit: £950 — Non-refundable; payment plans available.
    • Bursaries: Free places — For financially eligible students.

    What's included

    25, 50 or 65 professional contact hours, depending on package., Hands-on career simulations and program materials., Digital certificate after the program assessment., On-site safeguarding and pastoral care., Up to two workplace excursions for one-week students., Up to five workplace excursions for two-week students., Graduation, physical certificate and industry reference for two-week students., Private en-suite room, meals and activities with residential packages.

    How to apply to The Young Investment Banker Summer Experience

    1. 1

      Choose the investment banking Summer Experience on the official website.

    2. 2

      Select an available intake, program length and residential option.

    3. 3

      Enter the student and parent or guardian details.

    4. 4

      Pay in full or secure the place with the £950 deposit.

    5. 5

      Complete the mandatory student enrolment form after booking.

    6. 6

      Submit medical, emergency-contact and travel details as requested.

    7. 7

      Review the personalised timetable and pre-arrival materials.

    Next step with Succeed

    Interested in this programme?

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    What does The Young Investment Banker Summer Experience cover?

    The program covers the following focus areas.

    Sales and trading

    Analyse market movements, test trading strategies and manage simulated assets.

    Corporate finance and M&A

    Value businesses and negotiate through a live-style merger deal.

    Asset management

    Build portfolios, manage risk and receive professional performance feedback.

    Fintech and quant finance

    Explore financial technology, modelling, data analysis and core Python functions.

    Career and recruitment

    Practise pitching, assessment-centre tasks, interviews and professional networking.

    Curriculum may be adjusted based on participant interests and current developments.

    What is a typical day on The Young Investment Banker Summer Experience?

    A typical day during the program.

    10:30 13:00

    A career simulation, technical topic or professional-led workshop.

    13:00 14:00

    Lunch break between program sessions.

    14:00 17:00

    Further simulations, pitching, finance study or assessment activities.

    19:30 22:00

    Residential students join organised social activities.

    Who teaches on The Young Investment Banker Summer Experience?

    The program is coached by investment bankers and other finance professionals working across sales, trading, corporate finance and asset management. Students also meet professionals through panels, networking, simulations and feedback sessions.

    Named speakers may change, and the provider can substitute suitably qualified presenters.

    Where do students stay on The Young Investment Banker Summer Experience?

    Residential plan

    • University halls: Central London halls used by University of London students.
    • Private room: Every student has a single en-suite bedroom.
    • Meals: Breakfast, dinner and a lunch voucher provide three meals daily.
    • Pastoral support: Safeguarding and pastoral staff are available on-site 24/7.
    • Social program: Evening and weekend activities use halls and nearby venues.

    Non-residential plan

    • Day attendance: Local students can attend the program as day students.

    Airport transfers are optional, and non-residential students arrange their own meals.

    What happens after The Young Investment Banker Summer Experience?

    After completing this program, participants often pursue:

    Use practical examples when reflecting on interest in finance.

    Add a personalised certificate to future applications.

    Receive an industry reference letter on the two-week route.

    Pursue the optional Level 3 Award worth eight UCAS points.

    Build on the experience through finance reading, projects or further work experience.

    Participation does not guarantee university admission, an internship or employment.

    Where does The Young Investment Banker Summer Experience take place?

    The program is based at UCL and the surrounding University of London campus in central London, with selected days at other industry locations. Residential students stay in University of London halls and are escorted to and from program venues.

    The provider hires university space commercially and is not affiliated with the institutions.

    The Young Investment Banker Summer Experience FAQs

    No. InvestIN says no prior knowledge or experience is required, and topics are introduced from a basic level.

    Activities include trading simulations, company valuation, a mock M&A deal, portfolio construction, pitching, fintech work and banking recruitment exercises.

    Yes. Students can choose a one-week taster, a two-week program or the two-week Premium option.

    No. Students can attend as non-residential day students or add a residential package in central London university halls.

    Residential students receive a private en-suite room, three meals daily, organised activities, transport to program venues and 24/7 safeguarding support.

    Investment bankers and other industry professionals coach the simulations, provide feedback and discuss careers across finance specialisms.

    Students can complete an online assessment for a personalised digital certificate. Two-week students also receive a physical certificate and industry reference letter.

    Yes. International students can attend, but must meet the B2 English requirement where relevant and arrange any required UK visa or ETA.

    Alternatives to The Young Investment Banker Summer Experience

    Compare these Succeed-listed options if you want a different balance of finance focus, academic style, format or cost.

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    Sean Stevens

    Content reviewed by

    Sean Stevens

    Co-founder, Succeed | Founder, Immerse Education (2012–2026)

    Sean works at the intersection of academic enrichment, program quality and university preparation, with expertise in evaluating pre-university experiences for ambitious secondary school students.

    Sources and verification

    Source types reviewed

    • Law & Finance Summer Experiences ages 15-18 – InvestIN Education
    • International Students – InvestIN Education
    • Get ready for your summer experience – InvestIN Education
    • Gain a Qualification in Work Experience – InvestIN Education
    • Terms | InvestIN – InvestIN Education
    • English as a foreign language – InvestIN Education
    • Book A Consultation With Us – InvestIN Education
    • Download Programme Brochure
    • Explore Our Summer Experiences - Download Your Brochure – InvestIN Education
    • InvestIN FAQs: Everything to Know About Our Career Experience Programmes – InvestIN Education
    • How to make your university application stand out – InvestIN Education
    • Investment Banking Work Experience | London – InvestIN Education

    Succeed uses official provider information where available, but keeps this public page focused on comparison and planning inside Succeed.

    What we verified (on 31 Jul 2026)

    • Program page checked

    • Brochure reviewed

    • Dates cross-checked

    • Fees cross-checked

    • Eligibility reviewed

    • Accommodation reviewed

    • Safeguarding reviewed

    • Terms reviewed

    How Succeed uses this information

    We use source material to verify core facts, then show older cycle dates as reference when a current cycle is not available. Always check current application instructions before applying.