Session 5: Post-Assessment and Financial Plan Presentations

SESSION OVERVIEW

Students will complete their post-assessment, present their investment recommendations for Janella, and discuss resources they can look into after our fall sessions are finished. The students will watch the other groups’ presentations and see new conclusions or information the other groups identified as important or less important, that may have differed from their own group. They will present their own Slides and perhaps realize where their strengths and weaknesses lie in presenting. They will also conclude what was effective in their groups and what wasn’t (maybe they were very indecisive, maybe one person dominated the conversations, etc.).

SESSION PLAN

Before you begin, please be sure you have the following:

Sufficent copies of the Post

Assessment and Student Workbook

Have the classroom’s wifi

network name and password

on the board before class begins

Survey Monkey attendance link can be found at: surveymonkey.com/

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)

Administer the Post-Assessment of Basic Financial Terms

By now, the students should have received a text message with a link to the post-assessment. Please also write the link on the board so students can type this in their phone if they don’t receive the text. Hand a paper copy of the post-assessment to students without a smartphone. Ask them to begin the test and tell them they have 10 minutes to complete it. Announce when there are 5 minutes and 1 minute remaining. Make sure those taking the test on their phones press the “Submit” button at the end of the test when time is up.

Collect the completed paper copies of the post-assessment, making sure each student filled out her name, school and the date clearly. As soon as possible after class, please scan the paper tests

and email them to your RTSWS Program Coordinator. (12 minutes total)

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 NFLX, CLX, and IBB or have students pull up their Yahoo! Finance portfolios on their phones. Review the portfolio performance ( CLX, NFLX, and IBB) over the past week. (5 minutes) Please remember to take a few photos of the students and/ or volunteers during the sessions and send to:

Group Case Study Presentations for Janella Sims

Ask each group to share their presentations and why they made the choice that they did. Encourage students of other groups to ask questions or give comments. Give feedback to the teams about their presentations and explain who got the account and why. Have a discussion about how this can be helpful for anyone wanting to invest in stocks. (5-7 minutes per group)

Remind Students of the Upcoming Wall Street Experience Field Trip

Remind students of the upcoming Wall Street Experience field trip. We will be sending an email and text with the information you should read out to students about the field trip including the date, time, and tasks to complete in order to attend. If they have additional questions tell them to reach out to their school champions or reply to a RTSWS email or text. (5 minutes)

Review Resources

Review the resources provided at the end of the student workbook that students can seek out after the fall sessions are finished.