The teaching of investing and finance is challenging. All manner of financial channels and web sites shove forth a never-ending stream of viewpoints and suggestions that are beyond what a person can possibly process. There’s clearly not too little information, but too much. In this environment any teacher who is inexperienced in finance and investing education is bound to be uneasy.
What’s important and what’s not? Where do we begin? How much emphasis should be placed on various concepts? What examples are ideal to drive those concepts home? What scope is appropriate given the level of the course? Investeach has the answers.
Case Study: A crash course in investing education
Challenge: Among the courses a business-certified teacher was hired to teach was an iinvesting course. While she had experience and educational success in business disciplines such as accounting and marketing, investing was new to her. Teaching investing effectively, out of the gate, at high-functioning high school, seemed like a bridge too far.
Solution Overview: An initial series of meetings was held to introduce and discuss overarching themes that provided the educator with a grounding framework that can be relied on throughout the year. A subsequent series of meetings was held to consider appropriate content units as well as appropriate sequencing. A final set of meetings drilled down to the most granular level, visiting individual lessons, and exploring the factors critical to their success.
Educational Support: Support included Investeach-original outlines, structured notes and student exercises. In addition, assistance was provided in how to best use the proprietary Investeach.com educational site. Continuous support via phone, email, chatting and messaging provided the teacher with the security that her attempt to race up the learning curve would be a success.
Client remarks: As a teacher unfamiliar with securities and investment I was very lucky to be introduced to such a valuable resource. Tom was a great mentor and coach. He provided guidance to my curriculum by helping me develop and implement lessons and activities that challenge and engage my students. He has patience, passion and extensive command of financial concepts and truly understands how students learn them.