Introduction to Investments Summer Institute
INTRODUCTION TO INVESTMENTS SUMMER INSTITUTE
Introduction to Investments I: June 21 - July 2, 2021
Students that have completed Introduction to Investments I may also enroll in Introduction to Investments II:
Introduction to Investments II: July 2 - July 16, 2021
Dates are subject to change
The UCLA Introduction to Investments Summer Institute is a two-week-long program designed to provide a broad introduction to investments. Students will explore career paths in finance and gain the tools to begin a personal financial plan- all while earning college credit and studying at one of the top-ranked economics departments in the world. Students will be provided a financial literacy foundation to help better understand the investing landscape with highlight on key concepts and functionality related to business and personal investment decisions. No previous economic, or math background needed to understand the structure of the US and global financial markets, why they exist, and how they impact our daily lives.
Introduction to Investments I and II offer a broad introduction to financial concepts without requiring prior knowledge. The two programs can be taken independently or together in any sequence.
While there is some natural overlap, each focuses on different aspects of the world of investments. Introduction to Investments I is more focused on how an individual can make sound investment decisions. Introduction to Investments II has a more global perspective in terms of understanding how global markets and central banks facilitate growth in our standard of living, the importance of innovation to this growth and thus to our investment choices, and careers within these various industries.
Specifically, Introduction to Investments I starts with the fundamental concept of time value of money and branches out to develop a framework for valuing an individual investment. The program concludes with important aspects of personal financial literacy for one’s own life and how to get started investing.
Introduction to Investments II starts with a global view of GDP, what it is, why it’s important, and what drive it. Then we discuss the critical role of the US Federal Reserve and other Central Banks, and the role of exchange rates. We next discuss innovation (via start-ups and venture capital firms) as a catalyst for GDP growth and thus powerful force in society. This leads naturally into a discussion of important implications for investments. Finally, we discuss possible career paths in the investment field and various college majors that can facilitate those paths.
Here are the major topics in each class.
Introduction to Investments I (June 21 - July 2):
- Time Value of Money and Valuation
- Risk & Return
- Efficient Market Hypothesis and its implications
- Personal finance and investing
Introduction to Investments II (July 2 - July 16):
- GDP and what drives it
- The Fed and Central Banks
- Exchange Rates
- Venture Capital, Start-ups, Private Equity, Hedge Funds
- Education and career paths related to Finance and Investing
To apply for the Introduction to Investments Summer Institute, you must meet the following qualifications:
- Enrolled in grades 8th – 12th during Spring 2021
Students who do not meet the minimum program requirements should not apply and should consider other summer opportunities.
To participate in the Introduction to Investments Summer Institute, students must apply and receive acceptance into the program.
- Copy of most recent academic/grade transcript (unofficial)
- A short essay responding to the following prompt: In 250 words or less, all students must submit a personal statement to help us to get to know you better. Tell us a little about yourself and your learning style. What do you expect to gain from the Investment course and accomplish?
- Students wishing to take ECON 3B must have completed 3A either in a previous summer or this summer immediately before starting ECON 3B.
- International Students ONLY: TOEFL score of 79 or higher or International English Language Testing System (IELTS) score of 6.5 or higher; if the applicant is unable to provide their TOEFL score due to test center closure, they must submit a proof of closure and the most recent test score (within two years) or have an English language subject course on academic transcript
How To Apply
Application for the Introduction to Investments Summer Institute can be done conveniently online using the steps below.
- Access the Summer Institute Online Registration Form starting February 15. Read all terms and conditions, then scroll to the bottom and “Continue to Registration”.
- Complete the first page of the online registration form by answering all mandatory questions, then, select “Continue” at the end of the first page.
- Provide responses to all questions on the second page of the online registration form, including your essay response (see Application Requirements above for more information)
- Submit your registration form.
- Allow up to two weeks for the program instructor(s) to review your application after submission. An email will be sent to you with the official decision.
- If accepted to the program, follow the steps in your acceptance email to make payment of the non-refundable registration fee ($150 for domestic students, $400 for international students) and reserve your space in the program.
A space in the program is not reserved for you until valid payment of the non-refundable registration fee* is completed. Those who are not prepared to pay after program acceptance can submit their registration form and retrieve registration at another time to make payment, however you risk losing a space in the program if the program reaches capacity prior to the ability to pay.
How to Make Changes to My Registration
Already submitted the online registration form but need to make a change or finish your registration? You can easily do so by retrieving your registration. To retrieve registration, please complete the steps below:
- Access the Summer Institute Retrieve Registration Form here.
- You will need your five-digit registration number that was sent to your email address. Fill out the form, then “Submit”.
INTRODUCTION TO INVESTMENTS I SUMMER INSTITUTE:
JUNE 21 - JULY 2, 2021
INTRODUCTION TO INVESTMENTS II SUMMER INSTITUTE:
JULY 2 - JULY 16, 2021