Introduction to the Stock Market
April 3-17 and December 4-18 from 7-9PM (3/4-week series, $50)
For Youth (ages 10 -18)
Money Management Workshop
January 12, May 12, June 14, and October 4 from 7-9PM ($10)
Basic Money Management and Investing
January 31 - February 21, July 10 - 31 from 7-9PM (4-week series, $50)
Financial Literacy Course Descriptions
Basic Money Management Workshop
DESCRIPTION: Never enough money for the things that you want? This workshop provides an effective hands-on approach to basic money management strategies. This workshop can also be used as an introduction to the four-week series “Basics of Money Management and Investing” and “Introduction to the Stock Market”. Topics include:
The Flow of Money
Budgeting
Credit Card and Debt Management
Basics of Savings and Investing
OBJECTIVES: Upon completion of this course, students will be able to:
Create a budget and design a plan for earning, spending, saving, and investing
Understand stardard spending guidelines and its role in managing cash flow and planning for future savings and investing techniques
Understand the importance of maintaining and establishing credit
Understand the basics of saving and investing and how to get your money to grow and make more money for you
Understand the savings and investing options available
Basic Money Management and Investing
DESCRIPTION: Learn the basics of saving and investing and how to get your money to make more money for you. Topics Include:
Basic Money Management and Budgeting
Basics of Savings and Investing
Basic Savings and Investrment Analysis and Strategies
Play the Cashflow game and apply the principles of effective money management
OBJECTIVES: Upon completion of this course, students will be able to:
Understand the difference between income and growth investment options
Understand the risks of investing and the options available for each level of risk
Demonstrate through the playing of a basic financial game, the understanding of the concept of passive income and how it generates more income from investing and savings options
Basics of Stock Market Investing
DESCRIPTION: Want to earn greater returns on your investment? Learn the basics of investing in the stock market. Topics include:
Business and Stock Basics
Reading the Stock Tables
Basic Analysis for Stock Selections
Tracking and Selling Stocks
OBJECTIVES: Upon completion of this course, students will be able to:
Understand basic business and stock market terms
Understand how to review a company’s financial statements such as an Operating Statement and Balance Sheet
Understand the basis of the stock market and the difference between the primary and secondary market
Understand the basics of analyzing a company using an Annual Report, Analytical Data Sheets (Value Line and Standard & Poors), and newspaper information
Identify the primary indicators used for considering a company for a stock purchase
Understand the importance of tracking a stock
Understand indicators as input to buy or sell a stock
Take Control of Your Investments - Organize an Investment Club
DESCRIPTION: Do you want to have more control over your investments? Are you interested in organizing an investment club, but don’t know where to begin? Wealth begins with knowledge, and this course highlights the basics of organizing a group of people for economic empowerment through an investment club. Learn how to setup and organize an investment club. Everything from identifying potential members, to maintaining membership, including organization strategies, and educational approaches are addressed. A review of the primary steps and basic documents to get your club started are provided.
OBJECTIVES: Upon completion of this course, students will be able to:
Understand the role, purpose, and benefits of an investment club
Identify the required forms and paperwork to setup and organize an investment club
Understand how an investment club operates
Understand the basic educational lessons that should be incorporated into the club’s first year of operation
Define the interest to take the next step to organize and invite other people to join or initiate an investment club