Finance and Investing Institute – Online

Student looking at wall of finance documents

Money that does not make money, is a waste of money.

Get ahead of the game. Learn and experience how investing works. Dive into the world of investments – stocks, bonds and mutual funds/exchange-traded funds (ETFs). Explore popular investing approaches, techniques and strategies to confidently learn how fundamental analysis plays a role in valuation. Meet and collaborate online with Wake Forest School of Business faculty and industry experts to get a glimpse of finance and investing from the collegiate level to the professional world. Confidently pitch prospective investments, refine public speaking skills, and build your investment portfolio to capitalize on your future!

At a Glance


Dates: June 28 – July 1

Who Can Apply?: 9th – 12th grade students

Program Length: Monday – Thursday

Program Tuition: $995

Location: Online – Zoom

Apply Now

*Courses carry no secondary school or college credit. Upon completion of the program, an official Wake Forest University certificate of achievement will be awarded to all Finance and Investing Institute participants.

What You’ll Experience

Topics Covered:

  • How the Stock Market Works
  • Market Analysis
  • Benefits and Risks of Investing
  • Financial Statement Analysis
  • Power of Compounding and the Time Value of Money

Virtual Experiences:

  • Online panel of investment experts
  • Create your own portfolio
  • Faculty and financial leaders virtual investment workshop
  • Participate in a mock investment competition
  • Financial analysis team challenge

*Virtual experiences are subject to change.

Finance and Investing Institute Cost

Online | $995

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A Day in the Life

  • 12:00 pm – Sign-on & Icebreaker
  • 12:30 pm – Lunch Break
  • 1:00 pm – Welcome and Program Introduction by Academic Leader Dr. Stephan Shipe
  • 2:00 pm – Introduction to Investing Workshop
  • 3:00 pm – Buying and Selling Stocks and Bonds
  • 3:15 pm – How to Select a Stock Group Project
  • 3:45 pm – Question & Answer Session
  • 4:00 pm – Finance and Investing Kahoot – Test Your Knowledge!
  • 4:20 pm – Debrief from Academic Leader
  • 4:30 pm – Sign- Off
  • 5:30 pm – Optional Evening Activity (Study Abroad Panel)

*The “A Day in the Life” sample schedule is subject to change. 

Meet Your Academic Leader

Stephan Shipe - Finance and Investing Institute

Dr. Stephan Shipe

Academic Leader, Finance and Investing Institute

Stephan Shipe is a finance faculty member at Wake Forest University. He has a Ph.D. in Finance from Florida State University with a support area in Econometrics and is a CFA Charterholder. Professor Shipe has written articles and analyzed data related to investor behavior, consumer financial protection, investment advisor disclosures, and executive compensation. He teaches courses in financial quantitative analysis, risk analysis, and financial data analytics. His research has led him to work with regulators on new laws related to investment advisor disclosures and to own his own investment advisory firm.