During the fall sessions, female financial professionals lead classroom workshops on financial and investment literacy. Our cutting edge, open-sourced curriculum rips from the headlines, discusses public policy, economic policy and stock and bond markets. In each set, students play the role of a financial advisor to their fictional client, Janella, at different stages of her life.
Green:
Students act as a financial planner for Janella, a 28-year-old female. They create a budget for her, keeping in mind her short-term and long-term tinancial goals
Silver:
Students act as a financial adviser for Janella, a 17-year-old college-bound student.
Analyze her college costs and her short-and long-term financial goals.
Gold:
Students act as a wealth management advisor for Janella, a 39-year old professional female, with a sizeable sum of money saved and ready to invest in a publically-traded company.
Copper:
Students act as a financial advisor for Janella, a 28-year-old female who is interested in investing in a company which is an environmental, social and governance leader.
During all curriculum sets, students will learn about investing, the capital markets and follow weekly stock market trends. RTSWS cohorts rotate to a new curriculum set each year, allowing students an opportunity to explore new topics and build on their existing knowledge.
Stay tuned for more details on 23-24 School Year!
