Financial Fridays: Young Investors Society prepares students for the Global Stock Pitch Competition in NYC

Friday Five



 

ABOUT US

Young Investors Society is quickly becoming one of the preeminent high school financial literacy programs across the United States. Our mission is to inspire youth to be outstanding investors: investors in companies, investors in their communities, and investors in themselves. Our goal is to give high school students the opportunity to learn life-changing habits to save and invest for retirement at a young age. Young Investors Society is proud to have Edmodo as our founding sponsor, NetDragon, the CFA Institute, the Jump$tart Coalition for Personal Financial Literacy, National Financial Educators Council, Stockpile, and various universities that help us achieve these goals.
   
 
WHAT WE OFFER
 
Our Program: Young Investors Society operates primarily as an after-school club that teaches financial literacy through stock market programs that emphasize long term, fundamental investing principles.
 
School Sponsored Clubs: Young Investors Society will teach students to create life-changing habits to save and invest for their future in a fun, collaborative environment. Typically, our programs are run through a school-sponsored club with teacher guided and student-led activities. The club meetings are conducted weekly in 45-minute increments after school or at lunch on high school campus locations. Each local chapter will learn the fundamentals of saving and investing, compete with other YIS students using the MyYIS Portfolio, gain leadership experience and learn many life lessons (e.g. hard work, patience, teamwork)
 
Personal Finance and Stock Investing Lesson Plans: We’ve created a curriculum written by some of the top investors in the world, complete with 30 turn-key lesson plans that teach many fundamental investing concepts including accounting, finance, ethics, economics, psychology, mathematics, business strategy, and entrepreneurship. Our lessons are comprised of online interactive activities, engaging presentations and curriculum support videos along with peer-led activities focused on financial literacy lessons that emphasize the importance of saving and investing for the future.
 
Stock Pitch Competition: This competition is the culmination of investment skills gained during the year and provides High School students hands-on mentoring in financial analysis. Students (individually or in teams of two) a publicly traded company to analyze and write a stock pitch report on their chosen company with a “Buy” or “Sell” recommendation. They then present their investment thesis in a 10-minute presentation judged by a panel of industry professionals at the state competition. The winner from each state competition advances to the national competition, where one team emerges as the national champion. Local, state and national competitions occur in April-May every year. The competition rewards long-term, original business analysis, and presentation skills.

This year, the Global Stock Pitch Competition Finals are sponsored by NASDAQ and will be held on May 17, 2019. Event is open to the public.
 
“Dollar-a-Day” Challenge: Young Investors Society challenges every student to start saving and investing $1 a day starting the day until they retire. We’ve partnered with Fidelity and Stockpile to make investing easy. We help students understand how to open an investment account so they can begin to save and invest for retirement today. This program allows the students to experience the power of compound interest with real money and to create great habits that will help them the rest of their lives. Students can also compete for a donor match by submitting a brief essay. A limited number of YIS students (1 in 5) will receive a grant that matches their contributions dollar for dollar on a quarterly basis up to the number of days in the quarter. This program helps students develop the lifetime habit of saving and investing for retirement as well as to understand the value of long-term decisions.
 
Community Service:  Members of local Young Investors Societies are encouraged to complete an annual service project and get involved in helping the community around them. This year, our goal is to connect with a national organization so that all YIS students can actively participate in a shared community service project.
 

WHAT WE NEED
 
We are looking for teachers that are willing to sponsor a YIS club. We’ve seen the impact our programs have had on the lives of many high school students and we need your help to extend our reach.
 
Young Investors Society has made a strong commitment to help promote our financial literacy programs to teachers and schools. We are looking to build awareness of our programs and expand the reach and distribution of our programs to high schools across the U.S. Register your school at https://yis.org/yiscourse/register-as
 

WHAT’S NEW
 
Young Investors Society Global Stock Pitch Competition
 
Come watch students from across the US compete to be named the YIS Global Stock Pitch Champion!
 
Friday, May 17th, 2019
6:00pm-8:00pm
New York University
Kimmel Center for University Life
60 Washington Square S
New York, NY 10012
 
Event is open to the public
 

CONTACT INFORMATION
 
Christine Tobin                                                                                                              
(805) 479-5292
Ctobin@yis.org
www.yis.org

About Financial Friday
 

Each week we feature one of our national partners that are dedicated to making #afinlitfuture a reality. Learn more about the organizations we’ve featured this month:
If you are a partner interested in being featured, contact Heather McElrath, or, if you would like information on becoming a partner, contact Josh Sandler.

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