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Learn Your Way! One on One Individualized Tutoring and Enrichment

How to Get Rich...Slowly: Investing 101 (Flex)

Brooke Martinez
Average rating:4.9Number of reviews:(37)
In this 6-week flex course, students will use the interactive platform Nearpod to learn about investing, compound interest, risk/return, the stock market, bonds, stocks, index funds, mutual funds, diversification, and saving for retirement.

Class experience

Students will be able to:

Week 1
*Match basic investing terms with their definitions.
*Recognize their level of knowledge on basic investing topics.
*Describe the differences between saving, investing, and speculating.
*Calculate compound interest.
*Explain inflation and how it relates to saving and investing.
*Calculate inflation using an inflation calculator.
*Distinguish the difference between high and low risk investments.
*Assess their own risk level through an investment risk assessment.
*Start a discussion with parents about various ways they can begin to invest as a teenager.

Week 2
*Describe how the stock exchange works and how it benefits companies and investors.
*Explain what a company has to gain from an IPO and what the company will lose by issuing stock.
*Categorize public and private company characteristics.
*Identify popular stock market indexes.
*Complete a case study that guides students through the process of buying, selling, and holding shares of a company.

Week 3
*Describe the difference between stocks and bonds.
*Define common bond terms.
*Distill the top 10 things to know about bonds to the most concise description they can.
*Calculate bond investments.
*Categorize municipal, corporate, treasury, and zero-coupon bonds.
*Assess a bonds risk.
*Summarize at least three ways they can purchase a bond.
*Analyze the benefits of buying a fund instead of individual bonds.

Week 4
*Brainstorm companies that would currently be good and/or bad to invest in.
*Analyze why it may be a good idea to mix stocks and bonds in an investment portfolio.
*Calculate return on investment.
*Differentiate between mutual funds, index funds, and ETFs.
*Calculate return on investment with passive vs. active funds.
*Collect data on 5 public companies during the students 10th birthday and compare to current adjusted closing prices and calculate return on investment.

Week 5
*Analyze millennials investment patterns.
*Explain how diversification protects investors.
*Extrapolate data from Vanguard portfolio allocation models.
*Practice asset allocation using an index fund and a bond fund.
*Describe why it is important to begin investing as early as possible.
*Discuss some of the psychological factors that impact investor's decision making.
*Compare and Contrast pros and cons of robo advisors and traditional financial advisors.
*Design an investment strategy via report or slideshow for a given scenario.

Week 6
*Demonstrate knowledge of basic retirement concepts.
*Use a retirement calculator to calculate the amount various people will have and how much they need to retire with the given circumstances.
*Categorize the characteristics of a pension, 401(k), traditional IRA, and Roth IRA.
*Calculate your retirement savings goal
*Explore how dollar cost averaging works through an interactive Time to Climb activity.
I am from the United States and have been teaching various business, marketing, and finance courses for 13 years. I have taught both at the high school and collegiate level. I teach both in person and online but online is my favorite! I have a Bachelor's degree in Marketing and Business Information Technology Education, a Masters in Business Administration and a PhD in Online Education. 
I am very excited to work with all of you through Outschool!
Homework Offered
Some homework assigned for week 5 as students will be completing a written report or presentation on an investment strategy. This should take approximately 45-60 minutes.
Assessments Offered
Exit ticket (10 question quiz) at the end of each lesson.
Grades Offered
Learners will not need to use any apps or websites beyond the standard Outschool tools.
Average rating:4.9Number of reviews:(37)
Hi! I'm Dr. Brooke. I'm from Utah (United States). I teach business classes both face to face and online. I've been teaching Financial Literacy, Marketing, and Business Classes for 15 years. I have a Bachelors degree in Marketing and Business... 
Flex Class


weekly or $75 for 6 weeks
6 weeks

Completed by 11 learners
No live video meetings
Ages: 11-16

This class is no longer offered
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