# Excel, Finance, & Investing Summer Program NYC (High School & College)

Canonical URL: <https://www.creativelive.com/classes/excel-finance-bootcamp-for-high-school>

## Overview

Learn the most essential business application, Microsoft Excel, while building a strong foundation in 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 by teaching all the skills employers are looking for.

This course is held in person in NYC over one week in the summer, from 10 am to 4 pm each day with one hour for lunch. We also offer [this course live online](https://www.nextgenbootcamp.com/classes/excel-finance-investing-summer-bootcamp).

### Excel

Become an advanced Microsoft Excel user in just three days. Begin with data entry, charts, and essential shortcuts in Excel Fundamentals. Move to the next level with Pivot Tables and VLOOKUP in Intermediate Excel. Automate your workflow by recording macros in Advanced Excel. You will learn everything you need to know to become an Excel pro.

### Finance and Investing

Learn what drives stock prices and how investors value companies. This course covers the essentials of valuation (including P/E ratios and DCF analysis), financial statements, and the fundamentals of stock investing. You will analyze recent earnings releases and valuation multiples of companies like Google and Apple to build a framework for fundamental investment research.

### Instructors

Students will learn from top instructors in Excel and finance with years of teaching experience. The curriculum has been developed by graduates of the Wharton Business School and NYU Stern.

## What you'll learn

- Beginner-to-advanced Excel skills
- Stock fundamentals including dividends, P/E ratios, and market cap
- The three main financial statements and how they interact with each other
- Find and analyze financial statements and data
- Perform corporate valuation using Excel 
- Analyze a company and decide if it is a good investment

## Curriculum

### Excel for Business Fundamentals

#### Introduction

- Interface
- Data Entry

#### Formulas

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

#### Formatting

- 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
- HLOOKUP
- VLOOKUP - Closet Match

#### Logical Functions

- AND, OR
- IF statements

#### Pivot Tables

- Pivot Tables
- Pivot Tables & Grouping
- Multiple Pivot Tables

#### Statistical Functions

- Ranking
- COUNTIFS
- SUMIFS

#### 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
- EBITDA
- 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

## Schedule
- Jun 29, 2026 – Jul 7, 2026 — Live Online
- Aug 10, 2026 – Aug 14, 2026 — Live Online

## Pricing

**Tuition:** $1395