Step into the world of finance with Bentley University’s Stock Market and Investment Research Pre-College Program, designed for high school students eager to understand how Wall Street professionals analyze and invest in companies. Through hands-on learning, you’ll explore financial statement analysis, forecasting and risk assessment, while mastering valuation models used by industry experts. Discover how environmental, social and governance (ESG) factors influence firm performance and investment decisions.
Led by Bentley faculty and finance professionals, you’ll prepare and present an industry-standard stock pitch, gaining practical experience in communicating recommendations to clients and investment managers. This program combines real-world skills, interactive projects, and insights from financial executives to give you a competitive edge.
During residential weeks, there are 2 sections of this course. Section 1 will be filled first to maximum enrollment and Section 2 is available when Section 1 sells out. Both sections will have the same course content.
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Who
High school students eager to understand how Wall Street professionals analyze and invest in companies.
When
This course is offered the following weeks:
June 8 to 12
June 15 to 19
June 22 to 26
June 29 to July 3
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
Stock Market and Investment Research Schedule
Monday
Morning
Intro to global capital markets
Intro to course Financial Statement Analysis (FSA)
Interactive exercise: Bloomberg/FactSet
Early Afternoon Session
Financial Statement Analysis (FSA); Group project explanation
Late Afternoon Session
FSA (Application); Screening
Tuesday
Morning
Meeting/Recap/News; Industry Analysis;
Ratio Analysis FTS: Trading Simulation
Demo: Stock Pitch
Interactive: Screening and company selection
Early Afternoon Session
Speaker; Ratio Analysis (Application)
Late Afternoon Session
Time value of money
Group project;
Quiz 1
Wednesday
Morning
Meeting/Recap/News;
Time Value of Money;
Equity Valuation
Investment Styles
Interactive: Make your pitch
Early Afternoon Session
Equity Valuation (Application)
Behavioral Finance
Late Afternoon Session
Group project; Pitch
Quiz 2
Thursday
Morning
Valuation models
FTS: Trading Simulation
Interactive: Pitch book
Forecasting equity price
Early Afternoon Session
BIG Pitch; Group project
Risk & Return
Late Afternoon Session
Group project;
Speaker
Quiz 3
Friday
Morning
Factset- valuation exercise (Trading strategy);
Group project;
Pitch Book Construction
Early Afternoon Session
Practice and Final setup
Finishing touches
Late Afternoon Session
Group presentation
Award Ceremony