Intro to Investment – Focus on Crypto Currency

The group classes serve as an introduction to how to do research commonly used in economics, finance and investment. Students will become familiar with the concepts, methods, and applications of research and evaluation; learn how to critically consume and analyze research; and propose an appropriate research project to inform an important issue.
Designed for

Students who are interested in finance and cryptocurrency

Level

High school students

Class format

One-on-one and small group (Max. 7 students/class)

Class Introduction

During the Summer Investment program, students will be able to finish an 8-page research paper.

The group classes serve as an introduction to how to do research commonly used in economics and finance. Students will become familiar with research and evaluation concepts, methods, and applications; learn how to consume and analyze research critically, and propose an appropriate research project to inform an important issue.

The one-on-one classes will help students create an independent research paper in a pre-designed area of the teacher’s expertise or in the student’s interest.

Students prepping to enter higher education will learn research methodology and structure, how to use theoretical frameworks, developing research questions and proper APA citations in preparation for the rigors of advanced academic research

Outcome

After completing the course, students are expected to reach the following goals:

  • Completed an original 8-page research paper.
  • Created a professional oral presentation
  • Developed an original intellectual position, effectively defined and argued it
Course content
LessonTopics
1

Investment Basics

  • Define investing and distinguish it from saving and trading
  • Identify reasons for investing, including outpacing inflation
  • Analyze how compounding builds wealth over time
  • Reflect on how investing contributes to wealth inequality

Managing Risk

  • Explain what risk is and its role in investing
  • Analyze effective strategies to manage investment risk
  • Identify which strategies you might use to manage risk when you start investing
2

Stock 

  • Describe what stocks are, how you can earn profit from stocks, and the risks of investing.
  • Summarize long-term trends in the stock market
  • Analyze the performance of individual stocks over time
  • Consider how personal values may influence investing decisions

Bonds

  • Explain what a bond is and the pros and cons of investing in bonds
  • Understand the various factors that can influence bond prices such as interest rates
  • Identify the difference between an individual bond and a bond fund
  • Read a bond fund fact sheet
3

Funds

  • Explain the difference between active investing and passive investing
  • Identify a variety of popular investment funds including mutual funds, index funds, exchange-traded funds, and target-date funds
  • Read a fund fact sheet for an index fund and a target date fund

Investment Strategies

  • Discuss best practices on how to prepare for the psychological elements of investing
  • Determine your investor profile based on time horizon and risk tolerance
  • Discuss specific investing strategies
  • Understand what a brokerage account is and how to open one•Demonstrate your understanding of investing strategies by creating a simulated portfolio
4

Retirement 

  • Investigate how investing can be a powerful tool to meet your retirement goals
  • Explain why most Americans cannot rely on Social Security and pensions alone for retirement
  • Explore factors that can impact how much you might need in retirement and your ability to meet your retirement savings
5

Cryptocurrencies

  • Understand what fiat money is and where it gains its value
  • Explain what cryptocurrency is and how it works
  • Identify the pros and cons of bitcoin
  • Explain how blockchain technology works

Digging Deeper into cryptocurrency 

  • Summarize what cryptocurrency mining is and how it impacts the environment
  • Compare and contrast proof of work and proof of stake verification methods
  • Explain what factors impact the value of cryptocurrency
  • Analyze the risks of using cryptocurrency as a form of payment in completing transactions
6

Cryptocurrency in action

  • Compare crypto currencies
  • Explain how to buy cryptocurrencies
  • List the pros and cons of hard and soft wallets
  • Describe how to store cryptocurrencies using hard and soft wallets

Speculating in Cryptocurrency

  • Compare and contrast speculation and investing
  • Critique the behavioral strategies involved in cryptocurrency marketing
  • Analyze multiple investment options that should be considered before buying cryptocurrency

Synthesize information to decide whether or not a person should buy cryptocurrency

7

Type of credits

  • Explain why a person may need or want credit
  • Identify the major types of credit and their characteristics
  • Understand the three basic components of lines of credit: principal, interest rate, and term
8

Current issues

  • Discuss the function and growth of robo-advising, along with its relationship with human investment managers
  • Explain the function, pros, and cons of micro-investing
  • Identify best practices to use when evaluating a mobile investing app
  • Understand the capital gains tax and how it applies to gain realized through modern investing tools
  • Compare modern investing tools
  • Current events as they are happening at the time of the class
Feedback

Students and their parents will receive brief feedback after each class, via Teachworks, regarding the student’s general participation in class. Students will also receive feedback on graded assignments via email. At the end of the course, the student will receive a final report card, which thoroughly speaks to their overall participation in the course, including major assignments.

Schedule
  • 8 group classes, to introduce basic research methods, theories and topics (2 hours each) 
  • 3 one-on-one research paper classes for 1 hour each to guide students on paper 
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