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Introduction to Wealth Management and Investing G5+
财富管理和投资
Instructor: Ms. Heather
Instructor: Ms. Heather
本课程将向年轻学习者介绍基本的投资策略、如何管理他们的投资以及自己在股票市场上的投资组合，如何研究投资机会和最大限度地降低风险以及如何关注每日新闻中的市场。学生将探索投资最佳实践，包括创建自己的模拟投资组合；平衡资产和学习不同的资产类别；并了解技术和加密货币/ 区块链工作。我们将开始了解国际和美国的金融体系货币、其相互关联性以及系统性和市场风险。课程将是互动的以探究为基础，包括小组讨论、辩论和词汇建设、实用 现实生活中的应用，以及学生将投资100,000 美元的完整股票市场模拟股票市场上的假钱并跟踪他们的投资。学生将拥有有机会竞争以确定谁能在 25 周内从股票上赚取最多利润市场。
Text book:
Rich Dad, Poor Dad
The Richest Man in Babylon
Investing for Kids: From Piggy Banks to Portfolios
Daily Course Schedule
1. Presentations, Homework and Investment Tracker Review and Discussion
2. Case Studies – Following the Stock Market in the Wall Street Journal
3. Vocabulary
4. Interactive Lesson on Daily Topic
5. Homework Assignment
Assignments and Activities
Course assignments and activities will be interactive and relevant to students’ lives. They will be presented in class each week. Some activities will include:
- Managing your own mock stock market and cryptocurrency portfolios
- Designing a balanced investment portfolio
- Creating a budget
- Analyzing bank statements and understanding trading fees
- Market research and analysis
- Making a tax optimization plan
- Experimenting with compounding interest
- Case study analysis
Weeks 1-3: Introduction to Money and Savings
Understanding the concept of money
Introduction to different types of currency
Basics of savings: piggy banks, saving jars, and basic savings accounts
7 Destroyers of Capital
Importance of saving for future needs
Weeks 4-6: Needs vs. Wants
Differentiating between needs and wants
Budgeting for basic needs
Introducing the concept of delayed gratification
Classroom activity: Creating a personal needs vs. wants list
Weeks 7-9: Introduction to Investments
Explaining what investments are
Different types of investments: stocks, bonds, and real estate
Classroom activity: "My Investment Portfolio" project where students create a mock investment portfolio
Weeks 10-12: Stock Market Basics
Understanding what stocks are and how they work
Introduction to stock market indices
Classroom activity: Simulated stock trading game
Weeks 13-15: Bonds and Interest
Explaining what bonds are
Understanding the concept of interest
Classroom activity: "Bond Builder" project where students create fictional bonds and calculate interest
Weeks 16-18: Real Estate Investments
Introduction to real estate as an investment
Understanding property value and rental income
Classroom activity: Designing and presenting a fictional real estate investment plan
Weeks 19-21: Risk and Diversification
Understanding the concept of risk in investments
Explaining diversification as a risk management strategy
Classroom activity: "Risk Takers vs. Safe Investors" project
Intro to Cryptocurrency and Fintech
Weeks 22-24: Financial Goals and Planning
Setting financial goals for short-term and long-term
Basics of financial planning
Classroom activity: Creating a personal financial plan
Week 25: Review and Reflection
Recap of key concepts learned throughout the course
Reflecting on the importance of saving and investing for the future
Celebration and certificates for completing the investment education program
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