Introduction to Investments Summer Institute


Introduction to Investments I: June 21 - July 2, 2021

Introduction to Investments II: July 2 - July 16, 2021
Students who have either completed Introduction to Investments I or have previous background knowledge, experience, or strong interest in investments may also enroll in Introduction to Investments II

Two Week Online Program


Program Overview

The UCLA Introduction to Investments Summer Institute is a two-week-long program designed to provide a broad introduction to investments. Students will explore career paths in finance and gain the tools to begin a personal financial plan- all while earning college credit and studying at one of the top-ranked economics departments in the world. Students will be provided a financial literacy foundation to help better understand the investing landscape with highlight on key concepts and functionality related to business and personal investment decisions. No previous economic, or math background needed to understand the structure of the US and global financial markets, why they exist, and how they impact our daily lives.

Introduction to Investments I and II offer a broad introduction to financial concepts without requiring prior knowledge.  The two programs can be taken independently or together in any sequence.

While there is some natural overlap, each focuses on different aspects of the world of investments. Introduction to Investments I is more focused on how an individual can make sound investment decisions. Introduction to Investments II has a more global perspective in terms of understanding how global markets and central banks facilitate growth in our standard of living, the importance of innovation to this growth and thus to our investment choices, and careers within these various industries.

Specifically, Introduction to Investments I starts with the fundamental concept of time value of money and branches out to develop a framework for valuing an individual investment.  The program concludes with important aspects of personal financial literacy for one’s own life and how to get started investing.

Introduction to Investments II starts with a global view of GDP, what it is, why it’s important, and what drive it.  Then we discuss the critical role of the US Federal Reserve and other Central Banks, and the role of exchange rates.  We next discuss innovation (via start-ups and venture capital firms) as a catalyst for GDP growth and thus powerful force in society.  This leads naturally into a discussion of important implications for investments.  Finally, we discuss possible career paths in the investment field and various college majors that can facilitate those paths.

Here are the major topics in each class.

Topics Covered

Introduction to Investments I (June 21 - July 2):

  • Time Value of Money and Valuation
  • Risk & Return
  • Diversification
  • Efficient Market Hypothesis and its implications
  • Personal finance and investing

Introduction to Investments II (July 2 - July 16):

  • GDP and what drives it
  • The Fed and Central Banks
  • Exchange Rates
  • Venture Capital, Start-ups, Private Equity, Hedge Funds
  • Education and career paths related to Finance and Investing


Program Eligibility

To apply for the Introduction to Investments Summer Institute, you must meet the following qualifications:

  • Enrolled in grades 8th – 12th during Spring 2021

Students who do not meet the minimum program requirements should not apply and should consider other summer opportunities.

Application Requirements

To participate in the Introduction to Investments Summer Institute, students must apply and receive acceptance into the program.

  • Copy of most recent academic/grade transcript (unofficial)
  • A short essay responding to the following prompt: In 250 words or less, all students must submit a personal statement to help us to get to know you better. Tell us a little about yourself and your learning style. What do you expect to gain from the Investment course and accomplish?
  • Students wishing to take Investments II (Economics 3B) must have either completed Investments I (Economics 3A) at UCLA in a previous summer or this summer immediately before starting Investments II or have previously completed other coursework related to investments at their high school or at another institution.
  • International Students ONLY: TOEFL score of 79 or higher or International English Language Testing System (IELTS) score of 6.5 or higher; if you are unable to provide a TOEFL score due to test center closure, please must submit proof of the center's closure and the most recent test score (within two years). If you are currently attending a U.S. high school, please upload a Word or PDF document in the English proficiency file upload section with a statement saying you are attending an English speaking high school in the U.S. and/or have taken English language courses which are viewable on your academic transcript.


How To Apply

Application for the Introduction to Investments Summer Institute can be done conveniently online using the steps below.

  1. Access the Summer Institute Online Registration Form starting February 15. Read all terms and conditions, then scroll to the bottom and “Continue to Registration”.
  2. Complete the first page of the online registration form by answering all mandatory questions, then, select “Continue” at the end of the first page.
  3. Provide responses to all questions on the second page of the online registration form, including your essay response (see Application Requirements above for more information)
  4. Submit your registration form.
  5. Allow up to two weeks for the program instructor(s) to review your application after submission. An email will be sent to you with the official decision.
  6. If accepted to the program, follow the steps in your acceptance email to make payment of the non-refundable registration fee ($150 for domestic students, $400 for international students) and reserve your space in the program.

A space in the program is not reserved for you until valid payment of the non-refundable registration fee* is completed. Those who are not prepared to pay after program acceptance can submit their registration form and retrieve registration at another time to make payment, however you risk losing a space in the program if the program reaches capacity prior to the ability to pay.

This registration fee is not refundable under any circumstances including, but not limited to, drop for non-payment and withdrawal, even if you withdraw from the program before it begins.

If the program is full, you will not be prompted to make payment. When your application is accepted from the waitlist, you will be notified by email with instructions for methods of payment.

If registering after May 1, full payment of all fees including the non-refundable registration fee but excluding any applicable document and IEI fees is required to reserve your space in the program.

How to Make Changes to My Registration

Already submitted the online registration form but need to make a change or finish your registration? You can easily do so by retrieving your registration. To retrieve registration, please complete the steps below:

  1. Access the Summer Institute Retrieve Registration Form here.
  2. You will need your five-digit registration number that was sent to your email address. Fill out the form, then “Submit”.














Program Dates

JUNE 21 - JULY 2, 2021

JULY 2 - JULY 16, 2021

Important Dates

FEBRUARY 15 - APRIL 1: Summer Scholars Support for California High School Students Application Period

FEBRUARY 15: Registration Opens

MAY 1: Payment due in full

JUNE 15: Refund Deadline - Refund Deadline for Summer Institutes

JUNE 21 - JULY 2: Introduction to Investments I Summer Institute

JULY 2-16: Introduction to Investments II Summer Institute

UCLA Summer Sessions 2021 will be remote. Learn More.