Stock Market Experience New Teacher Training

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(No Transcript)
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Stock Market ExperienceNew Teacher Training

• Presented by
• Erica Fukuhara
• Colorado Stock Market Experience Coordinator
• Colorado Council for Economic Education

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Agenda

• The Colorado Council for Economic Education
• Stock Market Experience The What and Why
• Teacher Resources
• Rules of the Stock Market Experience
• Getting Started in Your Classroom
• The Online Portfolio
• Questions

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What is CCEE? www.ccee.net

• Economic literacy Dedicated to economic
  literacy and the free enterprise system among
  K-12 students
• Teacher Training Train approximately 1,400
  teachers each year who will influence about
  60,000 students
• Independent Colorado non-profit 501 (c)(3)
  corporation funded by the private sector
• Classroom curriculum resources Online resource
  library
• Stock Market Experience FREE for all Colorado
  students grades 3-12
• Independent Affiliate of the New York-based
  Council for Economic Education

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• What is the
• Stock Market Experience?

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How It Works

• Students work in teams (3-5 students per team)
• Each team manages an online portfolio with a
  beginning virtual money balance (100,000) to
  make real-priced trades in the stock market.
• Stocks, mutual funds, bonds, commodities on US
  and international markets are included
• Competition with awards program and recognition
  opportunities
• Valuable lessons about saving and investing
• Rules that encourage diversification and other
  smart investing strategies

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Why the Stock Market Experience in MY Classroom?
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Making the Case

• Supports academic standards
• Aligns with subject matter
• Supports 21st Century Skills
• College preparedness
• Engaging and empowers students

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Supports Academic Standards
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• We are excited to adopt the CCEE Stock Market
  Experience for all sixth graders because it so
  effectively meets to new personal financial
  literacy standards of saving and investing.
• -Donna OBrien,
• Social Studies Coordinator, K-12,
• Adams Five-Star School District

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Colorado Personal Financial Literacy Expectations

• High School
• Design, analyze, and apply a financial plan based
  on short- and long-term financial goals
• Analyze strategic spending, saving, and
  investment options to achieve the objectives of
  diversification, liquidity, income, and growth
• Identify, develop, and evaluate risk-management
  strategies

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21st Century Skills

• Team-work
• Critical thinking
• Problem solving
• Decision-making
• Leadership and responsibility
• Communication and collaboration

• Global awareness
• Creativity
• Information and media literacy
• Flexibility and adaptability
• Negotiation and cooperation

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Students love it!

• We learned a ton this year in Mr. Vanonis
  class and had a blast competing. We learned the
  concept of tracking stock prices, noticing trends
  within the market, and always buy low and sell as
  high as a speculated trend
• -Students from
• Littleton High School

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Teacher Resources

• Teachers Guide
• Learn Center and FAQs in portfolio
• Learning, Earning, Investing Lessons
• Webinar Series
• Other Resources

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Teachers Guide

• Comprehensive resource for teachers
• How To Details
• Key dates
• Reference Information
• FAQs
• Available Online in Stock Market Experience
  portfolio and on CCEE website
• http//www.ccee.net/PDFS/SME-Teacher-Guide.pdf

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Learning, Earning, Investing

• Learning, Earning, and Investing for a New
  Generation curriculum published by National
  Council for Economic Education.
• 21 lessons (Grades 6-12) to help students master
  the basics of investing.
• Language of financial markets
• Gathering information on investments
• The nature of financial institutions in the U.S.
  economy.

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Learning, Earning, Investing

• Aligned to National Standards in
• Personal Financial Literacy
• Economics
• Math

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Request Your Copy Today!

• Available to all Stock Market Experience teachers
  who attend a teacher training session (value
  24.95)
• Register for teacher training at
• www.ccee.net

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Fall Webinar Series

• Researching Stocks Best Practices How to Best
  Utilize the FREE Denver Post E-Edition
• Oct. 3, 2012 430-515p
• __________________________________________
• Q A with an Investment Professional
• Oct. 17, 2012 430-515p
• Register at www.ccee.net

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Other Teacher Resources

• Financial Fitness for Life Curriculum
• Investopedia
• EconEd Link
• CCEE Resource Site
• PowerPoint Slides
• Lesson Plans
• Other Resources
• http//ccee.net/sme_teacher_resources.htm

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Stock Market ExperienceKEY RULES

1. All trades go through as they are placed during
   market hours. Trades entered after close of
   market (400 PM ET) will be priced at next day's
   opening price.
2. Teams can have no more than 25 of their
   portfolio in any one stock, bond, mutual fund,
   etc. If a stock already in a portfolio rises to
   more than 25 of the portfolio value, the system
   does nothing to stop that since it means the team
   made a good choice. The rule applies to the
   initial purchase of a stock (or short sell) or to
   the purchase of additional shares of a stock that
   is already in the team portfolio.
3. A 10 broker's fee is charged for each individual
   transaction. For example, if you buy 100 shares
   of a stock at 10 per share, you pay one 10
   brokers fee.
4. Stock Market Experience does not permit buying
   stocks or mutual funds that trade below 5 per
   share. Such orders will be rejected.
5. Day trading is not permitted
6. A complete list of rules can be found under the
   ABOUT link in the portfolio

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Important Dates

• Fall 2012 Trading dates
• September 24 to December 7
• Registration Deadline October 12
• First Trade Deadline October 19
• _______________________________________
• Early Spring 2013 Trading dates
• January 14 to April 15
• Registration deadline February 1
• First trade deadline February 8

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Awards!

• State Student Awards
• Cash Awards per student
• Up to 5 students per winning team
• 1st, 2nd, 3rd awarded at elementary, middle and
  high
• 1st place 100 per student
• 2nd place 50 per student
• 3rd place 25 per student
• Regional First Place Overall
• Gift Certificate for classroom celebration

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More Awards!

• Gift certificates for teachers state winners
• Signature Awards from sponsors
• Door prizes at awards ceremony
• Special awards TBD throughout year
• Speaking opportunities

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Breckenridge Vacation!4 Day / 3 Night

• All teachers who participate in Fall 2012 and
  Early Spring 2013 competitions eligible
• 2 Bed / 2 Bath Wyndham condo
• 1,208 sq. ft. Sleeps 6
• On-site pool, hot tubs, movie theatre, ski valet,
  and more!

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• Watch Your Money Monday
• 3rd Monday Monthly at 640 AM!

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How Much Time Do I Need?

• First-time teachers should plan to attend a
  teacher training class
• Plan 2-3 class periods to introduce key concepts,
  organize your teams and conduct initial research
• Flexible customize to your classroom
• End of session projects

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Getting Started

• Divide Teams, issue IDs and passwords
• Ask teams to log into site and look up key terms
  in portfolio glossary
• Discuss rules of simulation and show students
  where to find rules. Discuss rationale for key
  rules
• Review how to research stocks
• Discuss risk and diversification
• Allow time for teams to work together to research
  stocks and make decisions

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Sample Lessons

• Vocabulary
• Research
• Choosing Investments
• Risk
• Diversification
• Introducing Stocks and Bonds

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HELP!

• Technical Questions
• Lost Password
• Issues with a trade
• Questions about how information is presented
• Submit online request from www.stockmarketexperien
  ce.org
• Contact Us link on lefthand

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Other Questions

• Curriculum Support
• CCEE Questions
• Contact Erica
• Office Hours Mon and Weds all day
• Friday Morning
• E-Mail at sme_at_ccee.net
• Phone at [phone]
• Text at [phone]

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• Sounds Great,
• Lets Give it a Try!
• www.stockmarketexperience.org