4 minute read
Session 2: Financial Planning for Janella (Part One
SESSION OVERVIEW Girls will learn about conducting a financial analysis and their task for
Janella Sims. Financial Analysis is the process of evaluating businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability. Typically, financial analysis is used to analyze whether an entity is stable, solvent, liquid, or profitable enough to warrant • SEC
a monetary investment.
SESSION PLAN
Take Weekly Attendance
Take weekly attendance via Survey Monkey as students enter the classroom. Welcome the students and make sure any new volunteers introduce themselves. (2 minutes)
Review learning objectives and Key Terms
Briefly go over the learning objectives and key terms in the student
workbook. Have the students read these out loud. For the key terms that are difficult to understand, explain these in more detail to students link can be found at:
and provide examples if possible. (5 minutes)
Pull up Yahoo! Finance
If accessible, use classroom technology to pull up Yahoo! Finance and display on a screen. If not, print this out ahead of time showing AMZN, NFLX, CLX, and IBB or have students pull up their Yahoo! Finance portfolios on their phones. Review the portfolio performance (AMZN,
KEY TERMS FOR SESSION 2
• Competitive Advantage • Dividend • Earnings Per Share • IPO • Unicorn • Valuation
Before you begin, please be sure you have the following:
Have the classroom’s wifi
network name and password
on the board before class begins
Survey Monkey attendance CLX, NFLX, and IBB) over the past week. (5 minutes)
surveymonkey.com/
Introduce the girls to how more women need to take control of their financial future. Direct the class to turn to the U.S News & World Report article “Women Can Close the Gender Wealth Gap by Investing” (on pg. 15 of the Student Workbook and the Index in this Instructor Manual). Read and discuss it aloud. (7 minutes)
Activity: Case Study Information
Introduce students to the process of conducting a case study and a stock analysis. Then either as a whole group or in small groups have students watch the stock analysis video examples or a portion to give them an idea of what they will be presenting in Session 5. Please reiterate to students that they will be conducting a stock analysis on a smaller scale and only focusing on certain key areas since this is a new concept to them.
Case Study Activity: Janella Sims
Introduce students to the case study activity and task they will be completing in groups. Inform the students that over the following weeks, each group will assume the role of financial advisor for Janella Sims, a fictitious 39-year-old professional, who has $100,000 to invest.
They will work over the remaining sessions to conduct a case study and stock analysis on either Walmart (WMT) and Target (TGT) or Amazon (AMZN) and Shopify (SHOP) to make a recommendation to Janella on how she should invest her money in these companies.
Assign the students to groups of 4 or more each, and have them make note of their groups (and each other’s contact info), in their Student Workbook.
Then either have the groups choose which two stocks they would like to compare or assign each group he two stocks to focus on. If you do let students choose, make sure that half of the groups are researching one option and the other half of the groups are researching the alternate option. (The options are either Walmart vs. Target or Amazon vs. Shopify - they can’t just choose any of the 4 stocks) (15 minutes)
If Time Allots, Allow Students to Start Their Case Studies
Instruct the students to start analyzing the data and reading the set of articles in the index at the
end of the Student Workbook. Make sure they know they should only analyze the data or read the articles about their two stocks.
Remind them to take notes on the Case Study Worksheet.
Please remember to take a few photos of the students and/ or volunteers during the sessions and send to:
pictures@rockthestreetwallstreet.com
AFTER SESSION 2: Important Activities Before Session 3
During the week ahead, spend some time exploring the following activities before returning for Session 3.
1. Complete any activities or read any articles you weren’t able to finish in Session 2.
2. Thoroughly review and get to know the key terms. We want students to remember these long after RTSWS is over and all students will be taking a post-assessment in Session 5 to see how much they’ve learned. So make sure they study these!
3. If you haven’t yet, connect with us on social media! We post current articles, internship and job shadowing opportunities, and even highlight our students and community publicly.
