Wall Street Direct
Our four-month, intensive training program delivers the knowledge, and social-emotional awareness students require to become Wall Street ready.
Consisting of four modules, which span five to seven weeks each, scholars are guided through instructor-led technical finance and professional skills development sessions, panel discussions with finance professionals, interview prep, resume review, self study, and exam preparation for industry recognized credentials.
Our next cohort starts in September, 2025. Sign up for our next info session to learn more:
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
Module One introduces participants to various areas of the financial services industry, starting with structured presentations covering the history of Wall Street, how companies raise capital, the economy and its impact on the capital markets.
Scholars will also begin to learn and gain insight into their unique social and emotional intelligence factors, while exploring behavioral strengths and challenges. The module will culminate with a visit from representatives of the Federal Reserve and various panel discussions and networking opportunities with industry professionals.
MODULE ONE: INTRODUCTION TO WALL STREET BOOTCAMP
Fall 2025 COHORT SCHEDULE
September 3, 2025
September 4, 2025
September 9, 2025
September 10, 2025
September 11, 2025
September 16, 2025
MODULE TWO: 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 six-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 one, two-hour session per week for six weeks. Participants are expected to complete the self-study portion prior to attending the review class.
MODULE TWO: FINRA© SECURITIES INDUSTRY ESSENTIALS EXAM (SIE)
Fall 2025 COHORT SCHEDULE
September 24, 2025
October 1, 2025
October 8, 2025
October 14, 2025
October 16, 2025
October 21, 2025
October 23, 2025
MODULE THREE: WALL STREET INTENSIVE
Module Three 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.
This module will additionally cover data analysis financial statement analysis, excel modeling, and valuation focused technical interview preparation.
MODULE THREE: WALL STREET INTENSIVE
Fall 2025 COHORT SCHEDULE
October 30, 2025
November 4, 2025
November 6, 2025
November 11, 2025
November 13, 2025
MODULE FOUR: WALL STREET
IMMERSION
Module Four kicks off with a return to the important “soft” professional skills training that began in module one, including LinkedIn profile building.
Scholars will take part in technical and behavioral mock interviews with coaching and support from the Wall Street Bound team, assigned mentors, and program alumni. Team projects will be worked on and presented, and the program will end with additional corporate partner presentations and industry networking opportunities.
MODULE FOUR: WALL STREET IMMERSION
Fall 2025 COHORT SCHEDULE
November 18, 2025
November 20, 2025
December 2, 2025
December 4, 2025
December 9, 2025
December 10, 2025
December 11, 2025
