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Summer Immersion Course: Financial Trading

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Can technology help you pick winners in the stock market? When considering an investment in the stock market, there are thousands of companies to choose from. The Summer Immersion course on financial trading will introduce you to state-of-the-art technology used by professional investors to select stocks that they hope will be the next Microsoft or Apple. Students considering careers in business, finance, and technology can experience a four-day immersion program in our new trading room for the Study of Financial Markets and Derivatives. Through this program, students will earn a certification in Bloomberg Market Concepts, and a certificate as a Roosevelt University Emerging Scholar in Finance. The cost for this program is $390.

Apply today

Course Outline

The immersion course is tailored for rising high school juniors and seniors interested in business, finance and technology. From June 25 – 28, 2018, students will study the fundamentals of trading in stocks, bonds, futures and other financial instruments with live market data in the Trading Room for the Study of Financial Markets and Derivatives. Funded through a grant by the Clearing Corporation Charitable Foundation (CCCF), the Trading Room provides state-of-the-art financial technology, and educates students on the concepts of financial trading and risk management.

During the course, students will act as portfolio managers, develop strategies based on their market assumptions, and compete in the Bloomberg Trading Challenge. The winning team will receive plaques for effectively developing a return-generating strategy and executing trades over a closed network. Upon completion of the course, students will be awarded the certificate in Emerging Scholar in Finance.

To apply, submit the High School Summer Programs Application to the Heller College of Business.

Course Schedule

Monday, June 25

9 a.m. – 9:30 am

  • Introduction: Opening Remarks

9:30 a.m. – 10 a.m.

10 a.m. – 10:15 a.m.

  • Break

10:15 am – 12 p.m.

  • Presentation: Bloomberg Market Concepts (Economics)

12 p.m. – 1 p.m.

  • Lunch

1 p.m. – 3 p.m.

  • Presentation: Bloomberg Market Concepts (Currencies)

Tuesday, June 26

9 a.m. – 10:30 a.m.

  • Presentation: Bloomberg Market Concepts (Fix Income)

10:30 a.m. – 10:45 a.m.

  • Break

10:45 a.m. – 12:00 p.m.

  • Presentation: Bloomberg Market Concepts (Equities)

12 p.m. – 1 p.m.

  • Lunch

1 p.m. - 3 p.m.

  • BMC Certification
  • BMC Survey + Certificate Download Instructions

Wednesday, June 27

9 a.m. – 10:30 a.m.

  • Stock Picking Exercise
  • Bloomberg Functions Overview

10:30 a.m. – 10:45 a.m.

  • Break

10:45 a.m. – 12:00 p.m.

  • Stock Picking Competition

12 p.m. – 1:00 p.m.

  • Lunch

1 p.m. – 3 p.m.

  • Portfolio Analysis

Thursday, June 28

9 a.m. – 10:30 a.m.

  • Instruction
  • Bloomberg Trading Game

10:30 a.m. – 10:45 a.m.

  • Break

10:45 a.m. – 12:00 p.m.

  • Bloomberg Trading Game

12 p.m. – 1 p.m.

  • Lunch

1 p.m. – 2 p.m.

  • Bloomberg Trading Game

2 p.m. – 2:30 p.m.

  • Presentation: Emerging Scholar Certificates 
Frequently Asked Questions

How many students will be in the program?

Enrollment is limited to 20 students.

What are the requirements?

It is designed as an introductory program, so students do not have to have specific courses in their high school curriculum to attend.

When is the deadline to register?

Registrations are accepted on a first-come, first-serve basis and will close when the program is full. As long as the registration page is available on the website, you are welcome to apply.

Is there an application fee?

There is no separate application fee, just the registration cost.

How much does it cost?

The cost for this program is $390.

When will I know if I am admitted?

Admissions decisions will be made within two weeks of our receiving their application.

When is payment due?

Students who are accepted will be notified and asked to provide payment at that time. They will then have two weeks from the time of notification to submit confirmation documents and payment, otherwise their spot will be released.

Is there a payment plan?

We are not able to offer a payment plan for this program.

What is the refund policy?

Requests received by midnight Central time on Saturday, May 26 are eligible for a full refund. From May 26 until midnight, Central time, on Saturday, June 9, a $100 fee will be deducted from the refund. After midnight, Central time, on Saturday, June 9, the entire program fee is non-refundable.

What type of credit will I get?

Students will earn certification in Bloomberg Market Concepts and as RU Emerging Scholars in Finance.

What can I do for lunch?

Lunch will be provided for all participants.

Can I live in the dorms?

This program is commuter-based, so no dorms are available.

How do I get to and from campus?

Roosevelt University is located in the heart of downtown Chicago and conveniently accessible by public transportation or car.