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.

Connect with Us

 

Resources

Support #afinlitfuture

 


 

ABOUT US

Fidelity Investments has a long-standing commitment of providing financial education to our customers, helping them make better personal finance and investing decisions to meet their unique life event goals. This commitment extends beyond our customers.  It goes deep into the communities where our associates live and work. 

Fidelity employees are passionate about bringing this knowledge to school-age children and teachers. Throughout the school year, Fidelity employees teach and share personal finance lessons and career insights through in-classroom programs and events that host students at Fidelity’s 10 regional locations, in addition to our headquarters in Boston MA. Employees are matched for in-person or video connections to local classrooms to share their career expertise and insights. Fidelity’s personal finance teacher training program has reached more than 1,800 teachers and, in turn, 185,000 students nationwide since the program’s inception in 2015.

MEET GAIL

This commitment to serving the communities where we work and live is exemplified by Fidelity employee Gail Tulipani. As a regional center learning lead, Gail helps Fidelity’s employees deliver the best customer experience to clients by facilitating training sessions for customer-facing Fidelity employees. She takes this same commitment to excellence into the world of financial literacy when she volunteers to share her expertise in personal finance concepts with teachers. Growing up with “financial despair always hanging over the family,” Gail says she never forgot the trauma of a household always short on cash. So, the lessons that she wishes she had received as a young 12-year old, she commits to sharing with as many school-age children as possible. And the earlier the better.

Research shows that children begin developing attitudes and behaviors about money as young as age six or seven, and according to additional research by the FINRA Foundation, more rigorous instruction leads to positive behavioral formation and better outcomes, such as improved credit scores and lower credit delinquency. 

WHAT’S NEW

Working with teachers and students both inside the classroom and out within our communities continues to be core to Fidelity Investments’ commitment to financial literacy. Fidelity continues to focus on expanding the reach and impact of its financial literacy programs for students and teachers by partnering with organizations like the Jump$tart Coalition.

CONNECT WITH US

Join a Teacher Training: Fidelity Investments partners to provide financial literacy training to educators throughout the year. Here is a list of upcoming trainings. Spread the Word: Check out the financial literacy story through the eyes of middle schooler, Alexis. Share this video if you agree that all children should have access to financial education.


 
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI  02917
882969.1.0

 

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.

Copyright © 2019 Jump$tart Coalition, All rights reserved.

Connect with Us

 

Resources

Support #afinlitfuture

 

Financial Friday: CARE Offers Guest Speaker Workshops to Provide Real-World Context

Friday Five

Note to readers: Today is our last Financial Friday for 2018. We will be back on Jan. 4, 2019. Until then, we wish you a happy holiday and a beautiful new year.


WHO WE ARE

Credit Abuse Resistance Education (CARE) is a 501(c)(3) nonprofit organization which provides no-cost financial education workshops to high schools, colleges, and youth organizations. These workshops are designed to teach students about asking tough questions about their finances and understand the decision-making process for smart credit decisions.

CARE partners with professionals in various financial service industries to provide real-world context to the fundamentals of personal finance; these professionals include bankruptcy judges, attorneys, accountants and financial planners. Based in 37 states, D.C. and Puerto Rico, CARE works best as a reinforcing guest speaker program for an educator’s existing curriculum or as a standalone presentation aimed at providing an intro to personal finance or paying for college. The materials are offered at no-cost in both English and Spanish and meet the National Standards in K-12 Personal Finance Education as set out by the Jumpstart Coalition.

WHAT WE OFFER

  • The Truth About Credit – This curriculum module teaches youth about how to use credit wisely and avoid potential pitfalls. The learning objectives include understanding the differences between credit and debit cards, the fees and costs of using credit cards, recognizing how the human brain plays tricks and influences spending, and the details of credit reports and scores. This module includes a number of extension activities that an educator can use in conjunction with the presentation: student note-taker guide, writing prompts, credit building self-assessments, and a credit product research project.
  • Handle with CARE: Student Loans – This curriculum module teaches strategies to afford higher education and decrease costs of that education. It also offers precautions students and their families should take when borrowing for higher education. The learning objectives include identifying ways to reduce costs, describe the differences between scholarships, grants, and loans and the differences between private and public loans. Students will also learn to develop a logical argument for using student loans and the consequences of not paying those loans back. This module includes a variety of extension activities: note-taker guide, student loan debt case studies, future goals planning, career path research.
  • Brush Up on Budgeting – This module teaches students to actively consider their spending and differentiate between needs and wants. It also encourages them to save money and track income and expenses through the use of a budget. Students should expect to learn how to understand and classify needs and wants, identify sources of income and expense, and develop a plan for saving and budgeting. Educators can couple a number of extension activities with this module including: a facilitated group discussion on spending and saving, worksheets and a group discussion on evaluating needs versus wants, worksheets on evaluating different budgeting methods, and a budgeting tool example sheet.

WHAT WE NEED

CARE is a growing 501(c)(3) nonprofit working to expand its programs into all 50 states by 2020. To meet this goal, CARE seeks help in a number of forms: educators to request presentations from their local CARE Chapters, volunteers looking to give presentations, individuals to make financial contributions, and corporations looking to build volunteer programs for their employees.

WHAT’S NEW

CARE’s Blog – CARE has launched a blog for financial literacy information, supplemental education materials, news and insights from experts across the financial education universe. You can read our latest post on our website: care4yourfuture.org/blog

CLEARINGHOUSE RESOURCES

Credit Abuse Resistance Education (CARE) Program

Brush Up On Budgeting Module

Student Loans: Handle with Care

The Truth About Credit

TWEET THIS

.@Care4yourfuture offers guest speaker workshops to provide real-world context about personal finance for young people across the country. Learn about their program at care4yourfuture.org

CONTACT INFORMATION

Ian Redman

703-894-5985

iredman@care4yourfuture.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.


Copyright © 2018 Jump$tart Coalition, All rights reserved.