Live Seminar at Welch Middle School
20 NOV 2024 | 5PM
Project InvestED
Build Your Knowledge, Build Your Wealth
What is Project InvestED?
Project InvestEd is a nonprofit initiative that equips high-schoolers with vital knowledge on investing and personal finance. We firmly believe that knowledge is the key to financial freedom. Through engaging seminars, online educational resources, and exciting games and competitions we provide students with the essential skills and understanding needed to make informed financial decisions and grow their wealth through various forms of investing.
We hold in-person sessions at The Woodlands College Park High School as well as online through our discord. Anyone can come to either of the sessions. By clicking the register button at the top of the page, you can join the Discord, where you can ask questions and attend informative sessions. We also have some of our content on the website in the form of short articles and interactive quizzes.
When and where are sessions?
How do I begin investing?
If you are under 18, you cannot open your own brokerage account. You will need to open a custodial account with the help of your parent/guardian. You will likely have to go through the stock broker your guardian is using.
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If you are unable or don't want to do this, you can still learn a lot about investing through Project InvestED when you decide to begin. You can also participate in stock simulations using fake money to learn. For example, you can create a free account for thinkorswim by TD Ameritrade, to actually invest in real-time stock simulations while using "paper money."
Meet the Speakers
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Sanjan Sarang
Rayhan Papar
Dylan Ma
What will you Learn?
Session 1
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Investing Basics
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What is investing
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A brief overview of portfolios and the fact that there are different forms of investing
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Download App and Create an Account
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Risk Assessment Test
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Session 3
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Mutual Funds
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Money from appreciation and dividends
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Several types of mutual funds (equity/stock, index, sector, balanced)
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Exchange-traded funds
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Popular stock exchanges
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Analyzing stock performance
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Introduce stock market simulation
Session 2
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Stock Market Introduction
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How stocks work
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Low-level and low analysis information
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Largest and Most Reliable Companies
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Blue chip Stocks
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Talk about common terminology, ex. “Bid” “ask” “dividend”
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Session 4
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Introduction to bonds and how they work
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Types of bonds (government, corporate, municipal, etc.)
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Bond ratings and risk assessment
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Treasury Securities
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Preferred Securities (stocks with dividends)
Session 5
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Options
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Call and Puts
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Risk Management
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Option Greeks
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Intrinsic and Time Value
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Certain strategies
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Cryptocurrency
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Blockchain technology
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Bitcoin
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Altcoins and Tokens
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Crypto Exchanges
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Session 6
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The importance of saving for college
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Basic Saving Account Information
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Different college savings options (529 plans, Education Savings Accounts, etc.)
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Overview of scholarships and their application process
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Retirement Accounts: 401k and IRA
Session 7
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Understanding credit scores and reports
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How to build and maintain good credit
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Introduction to budgeting and its importance
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Budgeting game/activity
Session 8
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Entrepreneurship and Business game
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Learning about different taxes and important information
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Final thoughts