Previous: Workshop Series II

Spring Workshop February-April 2022

  • 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.

    • Watch the Session

  • 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.

    • Watch the Session

  • 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.

  • 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.

  • 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.

    • Watch the Session

  • 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.

    • Watch the Session

Speakers

Previously: Workshop Series I

September 15, 2021 - November 3, 2021

  • 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.

    • Watch the Session

  • 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.

    • Watch the Session

  • 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

    • Watch the Session

  • Session 4: Investment Banking

    • I understand what Investment Banking is.

    • I understand what a capital market is.

    • I can explain a financial market analysis.

    • Watch the Session

  • 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.

  • 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.

    • Watch the Session

  • Session 7: Cryptocurrency

    • I understand what cryptocurrency is.

    • I can differentiate between different types of cryptocurrency (i.e bitcoin)

    • View the Presentation

Speakers