Zoom into Finance and Investing
High School Career Workshop-Finance and Investing
Grades 9-12
June 12, 2009 - August 7, 2009 (Fridays only / July 3rd off)
Weekly Workshops- Fridays 9 am - 12 pm
What better time than now to Zoom into Finance and Investments? Are you ready to learn about the stock market and be on the winning team to be awarded $500? In teams of three, participants will meet in Southeastern’s Finance Lab every Friday for an exciting look into the world of finance and investments. They will learn principles of investments through lectures, simulation games, and hands-on exercises. Participants will also be exposed to sophisticated Wall Street financial systems such as Bloomberg and FTS (Financial Trading Software).
On the third Friday, teams will invest a hypothetical sum of $1 million in a portfolio of stocks, bonds, mutual funds, futures, and/or cash. Thereafter, the teams will meet Fridays until August 7 to analyze the latest market developments and to revise their portfolios after consulting with their teammates and mentor. The winners will be recognized at an awards ceremony to be held at a later date. The top three teams will be awarded prizes as follows:
$500, first place; $300, second place; $200, third place
Participants will:
+ Develop an understanding of the main characteristics of the various types of investment choices available to investors today.
+ Develop an appreciation of the underlying risk-return relationships of securities and how to manage risk.
+ Develop an appreciation of the ethical issues affecting the world of investments.
+ Demonstrate a basic competency in the calculation of important yield and risk measures.
Registration deadline has been extended to June 5, 2009 at 4:30 pm
Instructor-Dr. Rakesh Duggal
Location: Hammond-Garrett Hall #86
Cost: $75 -Tuition subsidized by a grant from State Farm
Award money provided by State Farm
Registration deadline: 6/5/2009 4:30 pm