Text book:

Rich Dad, Poor Dad

The Richest Man in Babylon

Investing for Kids: From Piggy Banks to Portfolios

Daily Course Schedule

1. Presentations, Homework and Investment Tracker Review and Discussion

2. Case Studies – Following the Stock Market in the Wall Street Journal

3. Vocabulary

4. Interactive Lesson on Daily Topic

5. Homework Assignment

Assignments and Activities

Course assignments and activities will be interactive and relevant to students’ lives. They will be presented in class each week. Some activities will include:

– Managing your own mock stock market and cryptocurrency portfolios

– Designing a balanced investment portfolio

– Creating a budget

– Analyzing bank statements and understanding trading fees

– Market research and analysis

– Making a tax optimization plan

– Experimenting with compounding interest

– Case study analysis

 

Weeks 1-3: Introduction to Money and Savings

•  Understanding the concept of money

•  Introduction to different types of currency

•  Basics of savings: piggy banks, saving jars, and basic savings accounts

•  7 Destroyers of Capital

•  Importance of saving for future needs

Weeks 4-6: Needs vs. Wants

•  Differentiating between needs and wants

•  Budgeting for basic needs

•  Introducing the concept of delayed gratification

•  Classroom activity: Creating a personal needs vs. wants list

Weeks 7-9: Introduction to Investments

•  Explaining what investments are

•  Different types of investments: stocks, bonds, and real estate

•  Classroom activity: "My Investment Portfolio" project where students create a mock investment portfolio

Weeks 10-12: Stock Market Basics

•  Understanding what stocks are and how they work

•  Introduction to stock market indices

•  Classroom activity: Simulated stock trading game

Weeks 13-15: Bonds and Interest

•  Explaining what bonds are

•  Understanding the concept of interest

•  Classroom activity: "Bond Builder" project where students create fictional bonds and calculate interest

Weeks 16-18: Real Estate Investments

•  Introduction to real estate as an investment

•  Understanding property value and rental income

•  Classroom activity: Designing and presenting a fictional real estate investment plan

Weeks 19-21: Risk and Diversification

•  Understanding the concept of risk in investments

• Explaining diversification as a risk management strategy

•  Classroom activity: "Risk Takers vs. Safe Investors" project

•  Intro to Cryptocurrency and Fintech

Weeks 22-24: Financial Goals and Planning

•  Setting financial goals for short-term and long-term

•  Basics of financial planning

•  Classroom activity: Creating a personal financial plan

Week 25: Review and Reflection

•  Recap of key concepts learned throughout the course

•  Reflecting on the importance of saving and investing for the future

•  Celebration and certificates for completing the investment education program