you can be an smg broker a project-based learning model using the stock market game program
TRANSCRIPT
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“You Can Be an SMG Broker”
A Project-based Learning Model
Using the Stock Market Game™
Program
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What is Project Based Learning? Long-term Interdisciplinary Student-centered Relates to real-world issues and
practices Driving question Impacts students’
process skillsVisit Buck Institute www.bie.org to learn more about project based
learning
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The prestigious SMG BrokerageSMG Brokerage firm is looking for quality
investment professionals. Do your students have what it takes?
Who Wants to Be A Broker?
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“You Can Be A Broker” ProjectPurpose & Goals
Explore role of investment professionals
Simulate duties of professionals Understand risks and rewards of
investing Develop and manage a “client’s”
portfolio using Stock Market Game™ Program
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Team Project
Team Decision-makingTeam Folder of Deliverables
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You Can Be A Broker”
I. InterviewII. Role-PlayIII. Develop PortfolioIV. Presentation
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Interview an investment professional
I. Interview
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Interview Objectives:
Seek career information Meeting client’s needs Investment strategies Research Portfolio management Ethics
Interviewing is a
life skill!
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Interview Process & Deliverables (See handout 1.)
Invitation Prepare questions Interview Summary Report Thank you letter Invite back again
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II. Role Play
Assume the role of the investment professional
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Real people (parents, teachers, colleagues, business people)
Fictitious profiles designed by teacher or students
Who will be the clients?
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Determine client’srisk assessment
Use project assessment quiz Develop own quiz Use quiz provided by broker
Role-play!Mock interview!
Real interview!
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Determine Client’s Investing Style
Conservative Moderate Aggressive Contrarian
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Let’s Try!
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Role Play - Objectives
Understand risk tolerance Determine investor styles Learn about meeting client’s
needs
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Role Play – Deliverables(See handout 2.)
Client profile Risk assessment quiz Journal of activity
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III. Develop a Client’s Portfolio
Develop a client portfolio based on client assessment and investor style
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Where do we begin?
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Step 1:
Enroll class in the Stock Market Game program (www.smgww.org)
Use resources in the Teacher Resource Center
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Step 2: Teach and Learn!
types of securities and stock classificationsindustries/sectors asset allocationdiversification
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Step 3:
Research!Research!Research!
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Step 4:
Collaborate on stock selections
for client portfolio
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Step 5:
Make buys and build portfolio
Diversify!!
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Step 6:
Research and re-evaluate
Buy and/or sell
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Client Portfolio Objectives
Identify securities, stock classifications, stock sectors and industries
Read & interpret stock data Research prospective companies for
portfolio Understand market, economic, and
industry conditions that affect stock market
Understand importance of diversification
Analysis
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Client Portfolio Deliverables:(See handout 3.)
Research data (company profiles, stock data, news reports, analyst recommendations, industry reports, economic reports, etc.)
Persuasive writing (stock selections) Portfolio reports Journaling (reflections & evaluations) Pie chart – reflecting diversification Written recommendation of investment plan
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4. Presentation
Make a final presentation to the client of the stock
portfolio
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Presentation
Team presentations Use PowerPoint Audience - Invite
clients, brokers, parents, other teachers or classes!
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Presentation-Deliverables(See handout 4.)
Profile and assessment of client Charts of stocks in portfolio
(reflecting diversification) Charts/spreadsheets reflecting
portfolio peaks, valleys, current status
Sample portfolio pages
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Presentation-Deliverables
Reflections – why stock has done well or not
Projections – how portfolio will perform in 1 year (or 10 years)
Future investment strategy recommendations
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Presentation-Evaluation
Use rubric to evaluate content, presentation and organizational skills
Allow audience feedback Critique by “clients” and
professional brokers
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Outcomes: Students will have used:
Interviewing skills
Computer skills Research skills Writing skills Process skills Presentation
skills
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Questions?
Thanks!
Susan SandageKentucky Council on Economic Education