Previous: Workshop Series II
Spring Workshop February-April 2022
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Session 1: Financially Preparing for College
I understand how to take out a college loan.
I understand the concept of student debt.
I understand how to apply for scholarships and financial aid.
I understand how to budget in college.
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Session 2: Budgeting and Accounting
I understand how to manage a small amount of income or allowance.
I can differentiate between necessary and excessive purchases.
I understand the 50, 30, 20 rule.
I understand the concept of exponential growth and compound interest.
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Session 3: Employment and Credit
I understand how to put money into a bank account.
I understand what a credit score is.
I understand the concept of credit card debt.
I understand the difference between debit and credit.
I understand how to find my first job in my community in college.
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Session 4: Introduction to Investing
I understand the difference between low and high risk investments
I understand the health of the economy and the stock market.
I understand what stocks and bonds are.
I understand what private vs. public equity is.
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Session 5: How to Start Investing as a Minor
I understand how to build a personal portfolio while under 18.
I can open a stock brokerage account.
I understand ETF vs. Roth IRA.
I understand how to monitor and manage my stocks.
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Session 6: Investing Tips and Tricks
bonus session with two entrepreneurs working on a personal finance startup app.
I understand how to learn about stocks and understand their projected values.
I understand how to build my personal portfolio.
I understand what the NASDAQ, Dow and other parts of the market are.
Speakers
Previously: Workshop Series I
September 15, 2021 - November 3, 2021
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Session 1: Savings and Budgeting
I can evaluate college experiences and academic disciplines that will sharpen my investing acumen.
I can determine specific classes that build a foundation in accounting, behavioral economics and investing.
I can explore content recommendations to learn more about investing.
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Session 2: What is finance?
I can explain what corporate finance encompasses.
I can identify different types of financial instruments.
I have an understanding of the potential career paths in finance.
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Session 3: Introduction to the Stock Market
I can explain what Venture Capital is.
I can explain what accounting is.
I understand what an income statement is
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Session 4: Investment Banking
I understand what Investment Banking is.
I understand what a capital market is.
I can explain a financial market analysis.
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Session 5: Consumer Finance
I understand what the credit card industry is.
I understand how to improve a credit score.
I know how credit card firms make money.
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Session 6: Social Impact Investing/ESG
I can define what socially responsible investing is.
I can make decisions in my investing practices to invest in causes that are important to me.
I understand the core principles of Environmental, Social, and Governance investing.
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Session 7: Cryptocurrency
I understand what cryptocurrency is.
I can differentiate between different types of cryptocurrency (i.e bitcoin)
Speakers