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ゆっくりとお金持ちになる方法: 投資 101 (Flex)

クラス
再生
Brooke Martinez
平均評価:4.9レビュー数:(37)
この 6 週間のフレックス コースでは、学生はインタラクティブ プラットフォーム Nearpod を使用して、投資、複利、リスク/リターン、株式市場、債券、株、インデックス ファンド、投資信託、分散投資、退職後の貯蓄について学びます。
この文章は自動翻訳されています

このクラスで学べること

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!
宿題が提供されます
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.
評価が提供されます
Exit ticket (10 question quiz) at the end of each lesson.
成績が提供されます
学習者は、Outschoolが提供する基本ツール以外のアプリやウェブサイトを使用する必要はありません。
平均評価:4.9レビュー数:(37)
プロフィール
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... 
フレックスクラス

¥100

毎週または¥75 6 週間
6 週間

11 人がクラスを受けました
ライブ授業はありません
Ages: 11-16

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