Search Roosevelt University

Summer Immersion Course: Financial Trading

More in this section...

Roosevelt’s Heller College of Business offers a four-day immersion experience on our downtown Chicago Campus. Located in our new Trading Room for the Study of Financial Markets and Derivatives, this course is open to academically talented students in Chicagoland high schools. 

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 form teams to act as portfolio managers and develop strategies based on their market assumptions. Team members also will 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 Office of Admission.

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