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Establish a financial literacy foundation and become familiar with the investing landscape

The UCLA Introduction to Investments Summer Institute is a three-week program designed to provide a broad introduction to investments to explore career paths related to investing and gain the tools to begin a personal financial plan- all while earning college credit at one of the top-ranked economics departments in the world.

Students will be provided with a financial literacy foundation to better grasp the investing landscape with a highlight on key concepts and functionality related to money, banking, and personal investment decisions. No previous economic or math background is needed to understand the structure of US and global financial markets, why they exist, and how they impact our daily lives.

Fees and Payment Info

The program fee includes the unit fees for the UCLA coursework offered as part of the program and thus varies by UC student status. In addition to the program fee, students are assessed other campus and administrative fees during the summer. This is a summary of fees that commonly apply to the selected student type.

Actual tuition and fees are subject to change by the University of California. Visit the fees, payment, and financial aid section for important disclaimer, as well as more details on fees, payment instructions, and information on delinquency, refunds, and financial aid.


Program Fee
Registration Fee
Document Fee (for first-time Summer Sessions students)
Total Estimated Fees:
* Fees only apply for certain student types

Meet your instructors

Dr. Patrick Convery

Assistant Adjunct Professor

Dr. Patrick Convery is an Adjunct Assistant Professor of Economics at UCLA.  He teaches econometrics for undergraduates and MQE (Master of Quantitative Economics) students.  He also teaches corporate finance and mathematical finance as well as an MQE elective in applied big data. In all his teachings, he emphasizes a fundamental and intuitive understanding of core principals along with an understanding of applications to the real world.  His research leverages his academic and applied background in data science and statistical signal processing with applications to understanding and forecasting financial and energy markets.  He also has a passion for value investing.

Wharton School, University of Pennsylvania, MBA
University of California, Los Angeles, Ph.D., Physics.  M.S., Physics.  B.S., Physics.