Wall Street Direct
Our four-month, intensive training program delivers the knowledge, and social-emotional awareness diverse students require to become Wall Street ready.
Consisting of four modules, which span two to six weeks each, scholars are guided through instructor-led technical finance and professional skills development sessions, panel discussions with finance professionals of color, interview prep, resume review, self study, and exam preparation for industry recognized credentials.
Our next cohort starts June, 2024. Sign up for our next info session below.
By working with our instructors, all who have worked in the industry, participants leave with a better understanding of the broad financial services industry, technical requisites, suitable career paths, and a deeper sense of individual purpose and personal motivation.
We seek to:
Inspire students to pursue careers in the financial services industry
Inform students how they can achieve career goals by providing education, training, and support
Instill confidence in students to operate and succeed outside of their comfort zones and current environments
Program Details:
MODULE ONE: INTRODUCTION TO WALL STREET BOOTCAMP
This module introduces participants to various areas of the financial services industry. Content will include structured presentations covering the history of Wall Street, how companies raise capital, the economy and its impact on the financial markets, as well as a visit from representatives from the Federal Reserve and various panel discussions with industry professionals.
MODULE ONE: INTRODUCTION TO WALL STREET BOOTCAMP
SUMMER 2024 COHORT SCHEDULE
6/17/2024 - 5:45 - 8:00 PM PT
6/18/2024 - 5:45 - 8:00 PM PT
6/20/2024 - 5:45 - 8:00 PM PT
6/25/2024 - 5:45 - 8:00 PM PT
6/26/2024 - 5:45 - 8:00 PM PT
6/27/2024 - 5:45 - 8:00 PM PT
MODULE TWO: WALL STREET INTENSIVE
The module begins with the Fundamentals of Alternative Investments® (FAI) self-study kickoff. This asynchronous four-week study plan is available on UniFi by CAIA™. The curriculum provides a foundation of core concepts in alternative investments and fills a critical education gap.
In addition, virtual sessions will be diving into such topics as digital assets, data analysis, and financial modeling. You will finish this module with the kickoff of the Securities Industry Essentials (SIE) Exam Structured Study Program.
MODULE TWO: WALL STREET INTENSIVE
SUMMER 2024 COHORT SCHEDULE
7/9/2024 - 5:45 - 8:00 PM PT
7/10/2024 - 5:45 - 8:00 PM PT
7/11/2024 - 5:45 - 8:00 PM PT
7/16/2024 - 5:45 - 8:00 PM PT
7/17/2024 - 5:45 - 8:00 PM PT
7/18/2024 - 5:45 - 8:00 PM PT
MODULE THREE: FINRA© SECURITIES INDUSTRY ESSENTIALS EXAM (SIE)
Participants will go through the Securities Industry Essentials (SIE) Examination Structured Study Program, sponsored by Kaplan. The material provided prepares students to take and pass the SIE. The four-week self-study portion of the program will include weekly check-in calls. The duration of each call is approximately one hour.
The review class consists of three, three-hour sessions per week for two consecutive weeks. Participants are expected to complete the self-study portion prior to attending the review class.
MODULE THREE: FINRA© SECURITIES INDUSTRY ESSENTIALS EXAM (SIE)
SUMMER 2024 COHORT SCHEDULE
7/31/2024 - 6:30 - 7:30 PM PT
8/7/2024 - 6:30 - 7:30 PM PT
8/14/2024 - 6:30 - 7:30 PM PT
8/21/2024 - 6:30 - 7:30 PM PT
8/27/2024 - 5:45 - 9:00 PM PT
8/28/2024 - 5:45 - 9:00 PM PT
8/29/2024 - 5:45 - 9:00 PM PT
9/3/2024 - 5:45 - 9:00 PM PT
9/4/2024 - 5:45 - 9:00 PM PT
9/5/2024 - 5:45 - 9:00 PM PT
MODULE FOUR: WALL STREET
IMMERSION
This module will focus on the “soft-skills” required to succeed in the financial services industry. Scholars will gain insight into their social and emotional intelligence and explore their unique behavioral strengths and challenges.
Sessions will open with the “Morning Meeting” activity. Scholars will also be required to present final versions of their resumes and participate in mock interviews, receiving coaching and support from the WSB team, mentors, and WSB alumni.
MODULE FOUR: WALL STREET IMMERSION
SUMMER 2024 COHORT SCHEDULE
9/24/2024 - 5:45- 8:00 PM PT
9/25/2024 - 5:45- 8:00 PM PT
9/26/2024 - 5:45- 8:00 PM PT
10/1/2024 - 5:45- 8:00 PM PT
10/2/2024 - 5:45- 8:00 PM PT
10/3/2024 - 5:45- 8:00 PM PT
10/8/2024 - 5:45- 8:00 PM PT
10/9/2024 - 5:45- 8:00 PM PT
10/10/2024 - 5:45- 8:00 PM PT
10/11/2024 -10:00- 12:00PM PT
