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    In-person Program

    Finance & Investing High School Course

    by Summer Springboard

    A hands-on finance course where students analyze companies, build investment portfolios, develop a pitch, and explore careers through expert teaching and Wall Street experiences.

    Last verified: 26 Aug 2026Reviewed by:BSBen Stacy
    Finance & Investing High School Course

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    Finance and Investing Course at a glance: cost, dates and eligibility

    Current status

    Recently closed

    Eligibility

    Grades 9-12; 3.0 GPA

    Age range / Year group

    14-18

    Location / Region

    New York City

    Cost

    $3,298; $5,998

    Duration

    Two weeks

    Format

    In-person

    Next deadline

    Not announced · Next cycle not announced

    Get next-cycle reminder
    Finance

    Accommodation: Residential or commuter

    Meals: All meals or lunch

    Latest verified cycle: Summer 2026

    Sessions / cadence: 9 x 3-hour classes

    Main output: Investment pitch and portfolio

    Faculty: Finance professor and professionals

    Finance and Investing Course summary

    Students learn how markets, asset classes, financial statements, valuation, and portfolio strategy work through practical finance activities.

    The experience combines equity research, portfolio building, simulated team trading, an investment pitch, and insight from finance professionals.

    It suits students exploring finance, investing, economics, or business careers who enjoy analytical work and collaborative decision-making.

    What is Finance & Investing High School Course?

    The Finance & Investing High School Course is a Summer Springboard academic experience based at Barnard College, Columbia University in New York City. It introduces financial markets, asset classes, company analysis, valuation, portfolio theory, risk management, and finance career paths.

    Students apply these ideas by researching companies, building a mixed-asset portfolio, making decisions in a team trading simulation, and developing an investment pitch. Academic excursions and conversations with industry professionals connect classroom concepts to Wall Street and real finance workplaces.

    Why Succeed highlights Finance and Investing Course

    • Students apply finance concepts through portfolio construction rather than studying markets only in theory.

    • The curriculum connects financial statements, equity research, valuation, and risk management in one coherent course.

    • A team-based trading simulation develops collaborative decision-making under changing market conditions.

    • The investment pitch gives students a concrete way to communicate their analysis and defend a recommendation.

    • Wall Street and investment-firm experiences add career context to the academic work.

    Who is Finance and Investing Course for?

    Best for

    Students curious about investing, financial markets, company analysis, or finance careers who want practical group work alongside academic teaching.

    Not ideal if

    You want a qualification-focused course, prefer purely individual study, or are uncomfortable with fast-paced numerical analysis and collaborative decisions.

    Is Finance and Investing Course worth it?

    This course can be worthwhile for students who want to test whether finance genuinely interests them. Its strongest feature is the connection between financial theory and practical work: analyzing companies, constructing a portfolio, trading in teams, and presenting an investment case.

    The main limitation is that a short simulated experience cannot reproduce long-term investing or replace formal study. Its value depends on engaging critically with the exercises and later reflecting on what the portfolio decisions, pitch feedback, and industry exposure revealed.

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

    Cost and what is included

    $3,298; $5,998; includes Residential tuition includes the academic course, lodging, all meals, excursions, and weekend excursions., Commuter tuition includes the academic course, lunch, excursions, and weekday programming from 9am to 5pm., Need-based scholarships can cover up to 30% of residential tuition or 60% of commuter tuition..

    Accommodation

    Residential or commuter

    Meals

    All meals or lunch

    Provider details

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

    Dates and logistics

    Two weeks; New York City.

    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 Finance and Investing Course need?

    Effort level

    Moderate to high academic intensity.

    Best started

    Begin application planning several weeks before the next admission cycle, allowing extra time for essays, forms, and financial planning.

    Main challenge

    Turning financial data into a clear investment decision.

    Typical preparation

    • Refresh percentages, ratios, graphs, and basic spreadsheet skills.

    • Choose a few public companies and practice explaining how they make money.

    • Prepare to discuss evidence, question assumptions, and make decisions collaboratively.

    Useful if

    You already follow business news or enjoy economics and mathematics.

    What do students do on Finance and Investing Course?

    Students move from market and company fundamentals to applied research, portfolio decisions, simulated trading, and an investment presentation. Excursions and professional insight show how these ideas appear in finance careers.

    Step-by-step process

    1. 1

      Study asset classes, equity and debt, stock-price drivers, and market mechanics.

    2. 2

      Analyze profit-and-loss statements and balance sheets to assess companies.

    3. 3

      Conduct equity research and apply professional valuation principles.

    4. 4

      Build and manage a portfolio of stocks, bonds, and options.

    5. 5

      Make collaborative decisions in a team-based trading competition.

    6. 6

      Develop and present a pitch for an undervalued stock or asset.

    7. 7

      Join finance-focused excursions and hear from industry professionals.

    Finance and Investing Course dates and deadlines

    Next cycle not announced yet. These dates are from the latest verified cycle and should be used as a reference only.

    First application wave

    22 February 2026

    Application fee increased after this date.

    Reference date

    Second application wave

    19 April 2026

    Application fee increased after this date.

    Reference date

    Final admission deadline

    17 May 2026

    Final general admission deadline for Summer 2026.

    Reference date

    Session 1

    5-17 July 2026

    Two-week course session.

    Reference date

    Session 2

    19-31 July 2026

    Two-week course session.

    Reference date

    Eligibility and requirements

    • Open to students in Grades 9-12.

    • Students entering high school in fall may apply.

    • Recent high-school graduates may also apply.

    • Minimum 3.0 GPA or local equivalent.

    • International students must demonstrate English proficiency.

    • Applicants must meet Essential Eligibility Criteria.

    How much does Finance and Investing Course cost?

    Program tuition

    $3,298; $5,998 — Commuter; residential

    Funding or discounts

    • Program deposit: $600 — Required to reserve a place
    • Application fee: From $99 — Mandatory and non-refundable
    • Need-based scholarship: Up to 30%; 60% — Residential; commuter tuition
    • Eligible-family discount: 5% — Heroes, sibling, multi-program, or referral terms apply

    What's included

    Residential tuition includes the academic course, lodging, all meals, excursions, and weekend excursions., Commuter tuition includes the academic course, lunch, excursions, and weekday programming from 9am to 5pm., Need-based scholarships can cover up to 30% of residential tuition or 60% of commuter tuition.

    How to apply to Finance and Investing Course

    1. 1

      Open the official enrollment portal and enter basic contact information.

    2. 2

      Confirm the verification email and complete the account details.

    3. 3

      Choose Barnard College, the preferred session, Finance & Investing, and a tuition type.

    4. 4

      Complete the student information, short-answer questions, and required agreements with the student present.

    5. 5

      Pay the $600 program deposit and application fee to reserve the place.

    6. 6

      Submit the completed application and await the enrollment decision.

    7. 7

      Complete any additional forms released after acceptance.

    What does Finance and Investing Course cover?

    The program covers the following focus areas.

    Markets and asset classes

    Compare equity, debt, public and private investments, and investor rights.

    Financial statement analysis

    Use profit-and-loss statements and balance sheets to understand company value.

    Equity research and valuation

    Research companies and apply principles used by professional investors.

    Portfolio and risk strategy

    Explore allocation, benchmarking, hedging, options, futures, and margin trading.

    Investment pitch

    Develop and present a case for an undervalued stock or asset.

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

    What is a typical day on Finance and Investing Course?

    A typical day during the program.

    9am 12pm

    Students attend the three-hour academic finance course.

    1:30pm

    Academic excursions or recreational activities follow lunch.

    3:30pm

    Students join a college-readiness workshop or True You session.

    7pm

    Residential students participate in clubs and evening activities.

    Who teaches on Finance and Investing Course?

    The named instructor is Dr. Artem M. Joukov, a finance professor whose research spans finance, economics, law, and property rights. Students also learn from industry professionals who connect financial concepts with real careers and workplace experience.

    Summer Springboard recruits faculty for subject expertise and the ability to challenge and engage students.

    Where do students stay on Finance and Investing Course?

    Residential plan

    • Barnard suites: Students live in gender-separated campus suites with basic linens provided.
    • Meals: Breakfast, lunch, and dinner are included, usually in the campus dining hall.
    • Residential support: Program staff live in the dorms and provide support around the clock.
    • Campus security: Access-controlled residences and 24-hour security support student safety.

    Non-residential plan

    • Weekday access: Commuter students receive lunch and attend programming from 9am to 5pm.
    • Excursions: Academic excursions are included; weekend trips may be added separately.

    Residential students may have a single or shared room; each suite has a shared bathroom.

    What happens after Finance and Investing Course?

    After completing this program, participants often pursue:

    Use the investment pitch as evidence of analytical communication.

    Reflect on portfolio decisions when exploring finance or economics study.

    Build foundational equity-research and company-valuation skills.

    Compare careers in investment banking, risk management, and real estate.

    Apply the experience to future business, economics, or finance projects.

    Where does Finance and Investing Course take place?

    The program is based at Barnard College, Columbia University in Manhattan, placing students near a major global financial center. Course-related excursions can include Wall Street, professional trading environments, and conversations with financial advisers.

    Barnard College and Columbia University do not operate or control the Summer Springboard program.

    Finance and Investing Course FAQs

    Students explore financial markets, asset classes, financial statements, company valuation, equity research, portfolio design, risk management, options, futures, and margin trading.

    It includes substantial practical work. Students research companies, build a portfolio, join a team trading simulation, develop an investment pitch, and take part in finance-focused excursions.

    There are nine three-hour classes. Week one runs Monday through Friday from 9am to noon, while week two runs Monday through Thursday at the same time; Wednesday afternoons include extra academic activity.

    The named instructor is finance professor Dr. Artem M. Joukov. Students may also hear from investment professionals who discuss their work, career paths, successes, and lessons.

    Yes. Residential and commuter tuition options are published; commuters attend weekday programming and receive lunch, while residential students receive lodging, meals, evening activities, and weekend excursions.

    Students stay in gender-separated Barnard suites, in either single or shared rooms with shared suite bathrooms. Basic linens are supplied, and program staff live in the residence halls.

    Applicants must meet the high-school grade requirement, have at least a 3.0 GPA or equivalent, and satisfy the Essential Eligibility Criteria. International students must demonstrate English proficiency.

    Alternatives to Finance and Investing Course

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    Ben Stacy

    Content reviewed by

    Ben Stacy

    Co-founder, Succeed | Former secondary teacher and educational leader

    Ben works at the intersection of education, technology and school adoption, with expertise in how secondary schools evaluate data-driven tools and how education technology is used in practice.

    View author page

    Sources and verification

    Source types reviewed

    • Terra Education
    • (1) New Messages!
    • (1) New Messages!
    • (1) New Messages!
    • Apply Now | Enrollment | Summer Springboard - Summer Springboard
    • Summer Springboard in New York - Summer Program for HS Students
    • Summer Finance & Investing Program for Teens in New York
    • Apply Now | Enrollment | Summer Springboard - Summer Springboard
    • 2026 HS 2-week Finance & Investing V2
    • Finance & Investing | Course | Summer Springboard - Summer Springboard

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

    What we verified (on 26 Aug 2026)

    • Course content reviewed

    • 2026 dates checked

    • Tuition options verified

    • Eligibility requirements reviewed

    • Schedule details checked

    • Accommodation details reviewed

    • Application process verified

    • Policies 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.