“You Can Be an SMG Broker”

A Project-based Learning Model

Using the Stock Market Game™

Program

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

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?

“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

Team Project

Team Decision-makingTeam Folder of Deliverables

You Can Be A Broker”

I. InterviewII. Role-PlayIII. Develop PortfolioIV. Presentation

Interview an investment professional

I. Interview

Interview Objectives:

Seek career information Meeting client’s needs Investment strategies Research Portfolio management Ethics

Interviewing is a

life skill!

Interview Process & Deliverables (See handout 1.)

Invitation Prepare questions Interview Summary Report Thank you letter Invite back again

II. Role Play

Assume the role of the investment professional

Real people (parents, teachers, colleagues, business people)

Fictitious profiles designed by teacher or students

Who will be the clients?

Determine client’srisk assessment

Use project assessment quiz Develop own quiz Use quiz provided by broker

Role-play!Mock interview!

Real interview!

Determine Client’s Investing Style

Conservative Moderate Aggressive Contrarian

Let’s Try!

Role Play - Objectives

Understand risk tolerance Determine investor styles Learn about meeting client’s

needs

Role Play – Deliverables(See handout 2.)

Client profile Risk assessment quiz Journal of activity

III. Develop a Client’s Portfolio

Develop a client portfolio based on client assessment and investor style

Where do we begin?

Step 1:

Enroll class in the Stock Market Game program (www.smgww.org)

Use resources in the Teacher Resource Center

Step 2: Teach and Learn!

types of securities and stock classificationsindustries/sectors asset allocationdiversification

Step 3:

Research!Research!Research!

Step 4:

Collaborate on stock selections

for client portfolio

Step 5:

Make buys and build portfolio

Diversify!!

Step 6:

Research and re-evaluate

Buy and/or sell

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

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

4. Presentation

Make a final presentation to the client of the stock

portfolio

Presentation

Team presentations Use PowerPoint Audience - Invite

clients, brokers, parents, other teachers or classes!

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

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

Presentation-Evaluation

Use rubric to evaluate content, presentation and organizational skills

Allow audience feedback Critique by “clients” and

professional brokers

Outcomes: Students will have used:

Interviewing skills

Computer skills Research skills Writing skills Process skills Presentation

skills

Questions?

Thanks!

Susan SandageKentucky Council on Economic Education