Program Syllabus


Monday
  • Wealth Creation
  • Power of Compounding
  • Retirement Savings
  • Real Estate and Mortgages
  • U.S. Tax System & Impact on Wealth Creation

Tuesday
  • The Macroeconomy and Financial Markets
  • U.S. Financial Markets
  • Investment Vehicles (stocks, corporate bonds, municipal bonds, ETFs, mutual funds)
  • How to Pick Stocks (valuations & fundamental analysis)
  • Asset Allocation
  • Stock Portfolio Creation on Morningstar.com
  • Alternative Investment Vehicles

Wednesday
  • Investment Vehicles Continued
  • Back Testing of Portfolio on Morningstar.com
  • Bloomberg Demonstration
  • Fundamental & Technical Analysis
  • Use of Charles Schwab Trading & Technology Lab
  • Fixed Income & Bond Math

Thursday
  • Personal Financial Planning: Net Worth, Budgeting, Banking, Credit, Credit Score and Social Security
  • Career Choices in the FInancial Industry
  • Work on Capstone Case Study: My Wealth Management Strategy

Friday
  • Finalize Capstone Case Study: My Wealth Management Strategy
  • My Wealth Management Strategy Presentations (parents invited)
  • Certificate Presentation and Reception