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Excel, Finance & Investing Summer Program (High School)

Master Microsoft Excel, finance, and stock market investing in this intensive NYC course. Gain an advantage in college and internships with essential business skills. Join top instructors from Wharton Business School and NYU Stern.

  • All levels
  • 13 - 18 years old
  • $1,395
  • Earn 10% Rewards
  • Price Lock
  • 185 Madison Ave, New York, NY
  • 35 hours over 5 sessions
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  • $1,395/person
  • 35 hours over 5 sessions
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Show all 5 sessions
  • Mon, Aug 12 at 10:00am - 5:00pm
  • Tue, Aug 13 at 10:00am - 5:00pm
  • Wed, Aug 14 at 10:00am - 5:00pm
  • Thu, Aug 15 at 10:00am - 5:00pm
  • Fri, Aug 16 at 10:00am - 5:00pm
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Class 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.

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.

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.


Excel for Business Fundamentals


  • Interface
  • Data Entry


  • Autofill
  • Calculations
  • True or False
  • AutoSum Functions
  • Text Functions
  • Multi-Input Functions
  • Absolute Cell References


  • 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 - Closet Match

Logical Functions

  • AND, OR
  • IF statements

Pivot Tables

  • Pivot Tables
  • Pivot Tables & Grouping
  • Multiple Pivot Tables

Statistical Functions

  • Ranking

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
  • 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 Rebecca H. on 4/10/2023
    Great class! The content was well organized and the instructor was excellent. He was engaging, knew the material very well and was able to adjust to the various levels of ability of the students! Would definitely recommend!
  • 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 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.
See reviews for other classes at NextGen Bootcamp
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Review Summary by CourseHorse

Students who have taken the Excel, Finance & Investing Summer Program for high school students have overwhelmingly positive things to say about their experience. They found the content to be well organized and the instructors to be knowledgeable and engaging. The class provided a strong foundation in the basics of Excel, while also showing students how to apply those skills to real-world finance scenarios. Many students were pleasantly surprised by the advanced level of the class and the amount of information they learned. They appreciated that the instructors explained concepts well and provided practical examples and data samples for students to work with. Overall, students found the class to be both educational and enjoyable, and would highly recommend it to others. Quotes: 1. "The class gives a firm understanding of the basics of Excel while giving the student real-world application in finance." 2. "The instructors were very knowledgeable and explained concepts well." 3. "Amazing class. Definitely would suggest it for anyone looking to go into business."

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