“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