Wake Forest Summer Immersion Finance and Investing Institute
by Wake Forest University (Summer Immersion)
Wake Forest University Certificate
A two-week residential pre-college programme at Wake Forest University exploring investment strategy, portfolio management, and financial analysis for high school students.
Mode
In-Person
Fee
$3,500
Participation format
Individual
Duration
6 days
Eligibility
Open to current high school students in grades 9 through 12. Minimum age 15 by programme start. International students welcome. Strong academic background and full English fluency required.
- Grade level
- Grade 9 to 12
- Age range
- 15 years and above
- Eligibility region
- Available nationwide across India
- Prerequisites
- Basic mathematical and analytical thinking skills
- Interest in financial markets and career exploration
See if your child qualifies.
Rewards and recognition
Certificate
Wake Forest University Certificate
Official Wake Forest University Certificate of Completion awarded to all participants who complete the institute. No academic credit is awarded.
Recognition
Wake Forest University Recognition
Skills your child builds
Key dates
- Registration opens
- 1 Nov 2026
- Registration closes
- 30 Apr 2027
- Workshop
- 11 Jun 2027 to 23 Jun 2027
Application Portal Opens
The application portal for the Summer Immersion 2027 programs will open for submissions.
Session 1 Program Dates
The first residential session of the Finance and Investing Institute begins on June 11 and concludes on June 16, 2027.
Session 2 Program Dates
The second residential session of the Finance and Investing Institute begins on June 18 and concludes on June 23, 2027.
Wake Forest University, Reynolda Campus, Winston-Salem, North Carolina
How to apply
- 1Visit the official program website at immersion.summer.wfu.edu
- 2Create a student portal account at the application portal
- 3Complete and submit the online application including scholarship section if applicable
- 4Receive admissions decision on a rolling basis
- 5Submit non-refundable enrollment deposit upon acceptance to confirm enrollment
Rules and guidelines
- Participants must be currently enrolled in grades 9 through 12
- English fluency is required as all instruction is conducted in English
- Participants must maintain appropriate conduct during the residential programme
- Use of electronic devices during instructional sessions is subject to programme guidelines
Fees and financial support
Fee details
USD 3,500 per session, inclusive of housing, meals, field trip transportation, and programme activities. A non-refundable enrollment deposit of USD 550 is due upon acceptance.
About this opportunity
The Wake Forest Summer Immersion Finance and Investing Institute is a six-day residential program held at Wake Forest University's Reynolda Campus. Designed for high school students in grades 9 through 12, the institute immerses participants in the fundamentals of investing, financial markets, and careers in financial services.
Led by Wake Forest School of Business faculty and industry professionals, participants gain hands-on experience through mock investment competitions and workshops on stock market mechanics, financial statement analysis, and investment strategy. Field visits to financial institutions and trading floors provide direct exposure to real-world financial environments.
Participants receive an official Wake Forest University Certificate of Completion upon finishing the programme. The residential format provides a campus experience, with participants living in campus facilities and engaging in a curriculum that runs from 8:00 AM to 10:30 PM daily.
Two sessions are offered in June 2026, with both currently waitlisted. International students including those from India are eligible to apply, making the programme accessible to students seeking high-quality finance education at a leading US university.
Academic details
Difficulty: Intermediate
Frequently asked questions
How do participants gain practical skills in finance and investing during the workshop?
Participants engage in hands-on mock investment competitions and workshops covering stock market mechanics, financial statement analysis, and investment strategy, providing practical application of theoretical knowledge.
What are the key learning outcomes students can expect from this immersive finance and investing workshop?
Students will gain a comprehensive understanding of investment fundamentals, financial markets, and various career pathways within financial services, along with a Wake Forest University Certificate of Completion.
How does the residential aspect of the program contribute to the overall learning and development experience for students?
The residential format fosters a collegiate environment, allowing students to live on campus, engage in extended learning, and build connections with peers and mentors from diverse backgrounds.
What support systems are in place to ensure students thrive academically and personally during the workshop?
Students are supported by Wake Forest School of Business faculty, industry professionals, and university student mentors, ensuring guidance and supervision throughout the program.
How can applicants leverage the skills and knowledge gained from this workshop for future academic or career pursuits?
The program provides a strong foundation in finance and investing, valuable networking opportunities, and a certificate of completion, which can be beneficial for college applications and early career exploration.
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