Take control of your financial future with Bentley's Wall Street 101 Pre-College course in Personal Finance and Wealth Management. In this interactive, week-long experience, you’ll learn how smart financial planning can shape your life and career. Whether you dream of becoming a financial advisor or simply want to master your own money, this program will teach you how to budget, invest, plan for retirement, and manage taxes like a pro. Through hands-on simulations and real-world case studies, you’ll see how everyday decisions impact long-term financial goals.
Guided by Bentley’s expert faculty, you’ll gain the knowledge and confidence to make informed choices about your future—and help others do the same. Discover how to grow, protect and manage wealth effectively.
Take the Next Steps
Who
High school students with an interest in finance who want to learn how smart financial planning can shape your life and career
When
This course is offered the following weeks:
June 8 to 12
June 15 to 19
July 6 to 10
Where
Bentley’s beautiful campus located just outside Boston with access to cutting-edge tech labs and a vibrant college environment
Personal Finance Schedule
Monday
Morning
Introduction Global Capital Markets
What is personal finance
Excel Tutorial Time Value of Money (TVM)
Early Afternoon Session
Personal Financial Statement
Financial Goals
Budget
Taxes
Late Afternoon Session
Case Study: Personal Financial Planning
Tuesday
Morning
Interactive: Do your taxes: Complete 1040.
Financial Services
Consumer credit
How to pay for your education: Student loans College shopping and essays
Early Afternoon Session
Speaker
Consumer purchase exercise: Buy vs lease a computer
Late Afternoon Session
Exercise: buy vs lease a car
Wednesday
Morning
Housing: Buy vs rent
Mortgages
Home and Automobile insurance
Health and Disability insurance
Early Afternoon Session
FTS Simulation
Life insurance
Late Afternoon Session
Investing & TVM
Thursday
Morning
Retirement planning
Early Afternoon Session
FTS Simulation
Group Presentation preparation
Late Afternoon Session
Speaker
Friday
Morning
Group presentation preparation
Early Afternoon Session
Group presentation rehearsal
Late Afternoon Session
Presentation
Award Ceremony
Faculty
Edward F. Gibbons Research Professor of Finance, Executive Founding Director, The Hughey Center for Financial Services. Research interests include international finance, international investment, financial liberalization in emerging economies, and time-series modeling. Has articles published or forthcoming in the Journal of Financial and Quantitative Analysis, Journal of International Money and Finance, Journal of Financial Research, Journal of Financial Engineering, Journal of Business Finance and Accounting, Journal of Applied Financial Economics, Real Estate Review, Journal of Futures Markets, Open Economies Review, Pacific-Basin Capital Markets Research, Review of Research in Banking and Finance, Binational Fulbright Working Paper Series, the Chicago Board of Trade Working Paper Series, and Columbia University Working Paper Series.