包含什麼
9 現場會議
6 小時 45 分鐘 上課時間作業
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課堂經歷
英語程度 - 未知
美國 4 - 7 年級
In this comprehensive 9-lesson Stock Market course, students will embark on an immersive journey into the world of investing. Through a mix of theoretical knowledge and practical experience, students will learn how to navigate the stock market, analyze stocks, and manage a virtual investment portfolio. Starting with an initial $100,000 in virtual cash, students will research and evaluate investments, track performance, and refine their strategies based on market conditions and economic indicators. By the end of the course, students will have a well-rounded understanding of stock market dynamics and investment principles. Lesson 1: Introduction Information Students will learn what a stock is and how to look up basic stock market information. They will be introduced to the $100,000 virtual simulation, setting the stage for practical investment experience. Lesson 2: Fundamental & Technical Analysis This lesson covers stock price and portfolio performance analysis, news items related to stocks, economic factors, and the correlation between news and stock or portfolio performance. Students will also learn to interpret stock quotes, including terms like previous close, open, bid, ask, day's range, 52-week range, volume, and average volume. Lesson 3: Stock Quote Students will continue analyzing stock performance, exploring market capitalization, BETA, PE ratio, EPS, earnings date, forward dividend & yield, and 1-year target estimate. The lesson also includes monitoring their stock market portfolio. Lesson 4: The Power of Diversification Students will learn about the importance of diversifying their investment portfolio. The lesson covers positive and negative correlations, along with ongoing analysis of stock price and portfolio performance. Lesson 5: What is an Index? This lesson introduces major stock market indices such as the Dow 30, S&P 500, and Nasdaq. Students will understand how these indices function and their significance in the stock market. Lesson 6: Basic Finance and Economics Students will explore economic cycles and learn about investing through cycle rotation. The lesson continues the analysis of stock price and portfolio performance in relation to news and economic factors. Lesson 7: Market Orders - Different Types of Stock Market Orders Students will learn about various types of market orders, including market order, limit order, stop order, and short selling. Practical exercises will help them understand how to place these orders in the virtual simulation. Lesson 8: Introduction to Investing in Funds This lesson covers the basics of investing in exchange-traded funds (ETFs) and mutual funds. Students will learn the benefits and risks associated with these investment vehicles and compare different types of funds. Lesson 9: Evaluating Investment Strategies Students will evaluate their investment strategies and overall performance of investments made during the course. This includes analyzing stock price and portfolio performance in relation to news and economic factors. Students will present their findings and reflections on the virtual investment experience. Select your investments based on diversification and learn how to diversify their stock market game portfolio by investing in companies in different sectors and industries. Students learn about diversification and how investing in different companies in different industries helps reduce risk and maintain a healthy portfolio. Students will understand that an informed investor must recognize the risks involved with every investment. Students will define and illustrate the three major kinds of risk. They will examine companies and assess their risk as investments. They will write a persuasive letter motivating or discouraging an investor from investing in a company they have researched. Students learn the concept of diversification and its relationship to risk. They will also define the term "risk tolerance." C L A S S R O O M E N V I R O N M E N T The class is designed to be a stress-free, fun, and interactive learning environment that accommodates different learning styles and abilities. Each lesson includes a mix of discussions, hands-on activities, and presentations to ensure an engaging and comprehensive learning experience. T E A C H I N G M E T H O D S ◾ Slide Presentations: Visual aids to explain concepts and strategies. ◾ Interactive Games: Engaging activities to reinforce learning. ◾ Discussions: Guided discussions for question and answer sessions. ◾ Hands-On Activities: Practical exercises to apply learning. Diversification and Portfolio Management Students will explore diversification by investing in various sectors and industries, learning to build a balanced and resilient stock market game portfolio. Understanding and Assessing Investment Risks Students will identify the three major types of investment risks, assess company risks, and craft persuasive letters advising on investment decisions based on their research. Risk and Diversification Students will grasp the concept of diversification, understand its role in reducing risk, and define "risk tolerance." By the end of this course, students will have a well-rounded understanding of the stock market and essential investment strategies, preparing them for future financial decisions. We look forward to embarking on this educational journey together! S T U D E N T I N T E R A C T I O N Students will have the opportunity to interact and discuss with other classmates during weekly discussions. Each lesson involves engaging students in classroom discussion questions, and I will discuss these questions during class sessions. P R E R E Q U I S I T E S This is a beginner course, no prior knowledge or experience is needed to join this course. National Standards of Education for Stock Market Course 1. National Business Education Association (NBEA) Standards: Personal Finance (PF): PF.V.2: Understand the role of financial markets in personal financial planning. PF.VI.3: Apply appropriate and cost-effective risk management strategies. PF.VI.4: Analyze the components of personal risk management and insurance strategies. Economics (EC): EC.IV.1: Understand the principles of investing and factors influencing investment decisions. EC.IV.2: Explain the role of financial institutions in an economy. EC.IV.3: Describe the role of investment in the overall economy. 2. Common Core State Standards (CCSS) for Mathematics: CCSS.Math.Content.6.RP.A.3: Use ratio and rate reasoning to solve real-world and mathematical problems. CCSS.Math.Content.7.RP.A.2: Recognize and represent proportional relationships between quantities. CCSS.Math.Content.8.SP.A.1: Construct and interpret scatter plots for bivariate measurement data to investigate patterns of association. 3. Jump$tart Coalition for Personal Financial Literacy Standards: Financial Responsibility and Decision Making: Standard 1: Take responsibility for personal financial decisions. Standard 4: Make financial decisions by systematically considering alternatives and consequences. Planning and Money Management: Standard 1: Develop a plan for spending and saving. Standard 2: Develop a system for keeping and using financial records. Saving and Investing: Standard 1: Discuss how saving contributes to financial well-being. Standard 2: Evaluate investment alternatives. 4. National Standards for Financial Literacy by the Council for Economic Education: Standard 1: Earning Income: Explain how individuals can earn income through various means, including investments. Standard 4: Using Credit: Understand the role of credit in the economy and the importance of using it responsibly. Standard 5: Financial Investing: Understand how individuals can invest to increase income and accumulate wealth. Evaluate investment options and assess risks and returns. 5. National Standards for Economics by the Council for Economic Education: Standard 1: Scarcity: Understand that productive resources are limited, leading to the need for choices. Standard 4: Incentives: Recognize that people respond to incentives in predictable ways. Standard 7: Markets and Prices: Explain how markets exist when buyers and sellers interact. Standard 16: Role of Government and Market Failure: Understand that governments can sometimes improve market outcomes. These standards ensure that the course aligns with nationally recognized educational goals, providing students with a robust and comprehensive understanding of the stock market and financial literacy. This course is designed to provide students with a foundational understanding of the stock market, practical experience in managing investments, and the ability to make informed financial decisions. Teacher will wait in the classroom for 10 minutes on students to arrive.
學習目標
Understand the Basics of the Stock Market:
Define what a stock is and explain how the stock market operates.
Recognize key stock market terms and vocabulary.
Set Up and Manage a Virtual Investment Portfolio:
Create an account and participate in a $100,000 virtual stock market simulation.
Research and evaluate potential investments in stocks, bonds, and mutual funds.
教學大綱
9 課程
超過 9 週課 1:
WHY SHOULD I INVEST?
Define investing and distinguish it from saving and trading
Identify reasons for investing, including outpacing inflation
Analyze how compounding builds wealth over time
Experience making a variety of investment decisions through an interactive simulation
Activities
◾ Introduction to stock market basics and terminology.
◾ Setting up and exploring the virtual investment simulation.
45 分鐘線上直播課
課 2:
TECHNICAL AND FUNDAMENTAL ANALYSIS OF A STOCK
Stock performance of your trading
Read a stock quote and evaluate a stock’s performance over time
◾ Company name and Identifying Ticker Symbols
◾ Previous Close
◾ Open Price
◾ Bid
◾ Ask
◾ Day's Range
◾ 52-Week Range
◾ Volume
◾ Average Voulume
Activities
◾ Analyzing stock performance and relevant news.
◾ Understanding stock quotes and their significance.
45 分鐘線上直播課
課 3:
TECHNICAL AND FUNDAMENTAL ANALYSIS OF A STOCK (continue)
Stock performance of your trading
Read a stock quote and evaluate a stock’s performance over time
◾ Market Cap
◾ Beta
◾ PE Ratio
◾ EPS
◾ Earnings Date
◾ Forward Dividend & Yield
◾ Ex-Divdend Date
Activities
◾ Detailed analysis of stock quotes.
◾ Monitoring and assessing portfolio performance.
45 分鐘線上直播課
課 4:
THE POWER OF PORTFOLIO DIVERSIFICATION
◾ Stock Price and Portfolio Performance
◾ News Items Related to the Stock
◾ Economic Items Related to the Portfolio and the Stock Market
◾ Correlation between News and Stock or Portfolio
◾ Importance of Diversifying Your Investment Portfolio
◾ Positive Correlation & Negative Correlation
Activities
◾ Exploring diversification strategies.
◾ Evaluating the impact of diversification on portfolio performance
45 分鐘線上直播課
其他詳情
父母的引導和規範
This course uses HTMW (simulations), YouTube, GimKit, Yahoo Finance.
教師專業知識和證書
1 老師有教師資格證
阿肯色州 教學證書 在 中學教育
1 位教師有研究生學歷
碩士 在 教育 從 Arkansas State University
碩士 在 教育 從 Arkansas State University
1 老師擁有學士學位
學士學位 在 科學 從 Arkansas State University
I am licensed and certified educator in Business Technology & Business Education, Special Education Instructional Specialist, Family & Consumer Sciences, and a graduate of the Career and Technical Education Leadership Academy and ESL Instructor and certifications in TEFL/TESL/TESOL. . I am also an entrepreneur, small business owner, W!SE Financial Literacy Instructor, Serv-Safe Instructor, and I hold a Master's Degree in Education and a Bachelor's Degree in Radiology Health Management. I am an advocate of Career and Technical Education (CTE), life skill classes that are designed to provide students the knowledge and skills necessary for everyday living.
As a state licensed Business Education Instructor and attendee of the New York Stock Exchange Teacher Education Program, I am excited to share my knowledge of how the stock market works for beginners. I spent a week with extensive interaction on the NYSE trading floor. My stock market game past participants earned 1st place in the state stock market game simulations with the highest percentage of profits competing against over 1200 teams.
All of Apples2Zippers Learning Academy teachers are licensed, certified educators.
評論
現場團體課程
US$200
用於 9 課程每週1次,共 9 週
45 分鐘
有51 位學習者完成此課程
即時視訊會議
年齡: 8-13
3-10 每班學員人數