Junior
8 Sessions. Concepts and fundamentals about money, budgeting and investment, and how economic factors impact personal financial decisions.
Senior
12 Sessions. Concepts and fundamentals about stock market and some typical stock investment skills, including some practice based on real-time stock market.
Advanced
Introduction to advanced financial tools and access to most recent Financial Technology (Fintech), including technology leading to develop automatic trading strategies.
Stock Market Game
We attended simulated stock investment games designed for school students. Contests are based on live trading among various age groups.
MEEGO FINANCE
CLASS CODE - F01
Money and Choice
CURRENT STATUS: INACTIVE
NEXT SESSION: TBD
CLASS LENGTH: 60 minutes
TOTAL CLASSES: 10
ACCEPT PAYMENT: NO
AGE: 8 - 15
FIRST CLASS FREE, REFUNDABLE BEFORE 2ND CLASS
CURRENT STATUS: Ongoing
NEXT SESSION: 10/14/2023
CLASS LENGTH: 60 minutes
TOTAL CLASSES: 10
ACCEPT PAYMENT: NO
AGE: 10 - 17
FIRST CLASS FREE, REFUNDABLE BEFORE 2ND CLASS
CLASS CODE - F03
Tools and Strategy
CURRENT STATUS: INACTIVE
NEXT SESSION: TBD
CLASS LENGTH: 60 minutes
TOTAL CLASSES: 6
ACCEPT PAYMENT: NO
AGE: 10 - 17
FIRST CLASS FREE, REFUNDABLE BEFORE 2ND CLASS
CLASS CODE - F04
Stock Market Game
CURRENT STATUS: INACTIVE
NEXT SESSION: TBD
CLASS LENGTH: 60 minutes
TOTAL CLASSES: 12
ACCEPT PAYMENT: NO
AGE: 8 - 17 (Multiple Levels)
FIRST CLASS FREE, REFUNDABLE BEFORE 2ND CLASS
Junior Class - Money and Choice
WHEN IS THE NEXT OPEN SESSION?
Sessions are typically spring and fall.
WHAT IS THIS COURSE ABOUT?
This course is to promote awareness of concepts about money, budgeting and investment, as well as how economic factors impact personal financial decisions. We will cover below topics:
● What is money, how money works and how people interact with money;
● Financial problems and decisions related to people’s well-being;
● How to live by your means with basic budgeting skills;
● Basic economic concepts and principles and how they impact financial decision-making;
● Why people invest and what options people have;
● How to develop smart investing strategies.
WHO IS THIS COURSE DESIGNED FOR?
This course is designed for grade 6-10 kids who want to build some basic understanding about money budgeting, and investment. Adults are also welcome if they are interested.
WHY ATTEND THIS COURSE?
It is increasingly critical for kids to access from an early age the basic concepts regarding finance, economics and investment. Financial challenges and how to make personal financial decisions might be the most important part for young people in their early stage life, and the current school education system does not prepare them at all. This course is also the basis for Miguo Finance advanced courses about investment strategies.
WHAT TO EXPECT FROM THE COURSE?
After completion of the course, kids should be able to:
● understand what money is and how we interact with money everyday.
● understand and define some key economics concepts.
● create and practice some simple budgeting skills.
● understand methods to avoid personal financial problems.
● understand what investing is and some typical choices and options.
WHAT IS A TYPICAL 8-WEEK CURRICULUM?
Below is a typical 8-week curriculum. Each class is based on 50-60 minutes with detailed lecture notes and some class activities. There is typically no homework or additional requirements outside class time.
● What is money and how money works; Changes in money concept in modern time and concept of electronic currency;
● Banks and how banks work, how money flows. Concept of interest rate and compounding;
● Money with personal life - how people interact with money everyday. Earn, save, spend, borrow, lend, and investment. Basic financial products in market;
● Make money with a job, and the concept of taxation; Basic concept of budgeting, live within your means;
● What is economics? Supply and demand, revenue and cost, opportunity cost;
● Concept of investment, different asset classes, and asset allocation;
● Risk and return, play a risk game; risk adjusted return and investment strategy based on risk analysis;
● Personal financial budgeting, investment as a lifetime goal, typical sources of financial mistakes, and how to avoid financial stresses;
Download an Exemplary Class Material
Money and Choices
Money and Choices
Money and Choices Class Week 1 Part 4 (www.miguofinance.com)
Money and Choices Class Week 1 Part 1 (www.miguofinance.com)
Money and Choices Class Week 1 Part 3 (www.miguofinance.com)
Money and Choices Class Week 1 Part 2 (www.miguofinance.com)
Senior Class - Market and Investment
WHAT IS THIS COURSE ABOUT?
This course is to teach concepts about stock market and fundamentals of some typical stock investment skills. This course is designed for grade 4-12 kids (in 3 levels 1-2-3) who are interested in stock investment and want to have some actual practical training based on real stock market. This course is using an actual stock trading simulating platform, and will cover below topics:
● What is stock and how stock is trade over the market;
● Mechanism of US stock market;
● Types of stock and funds in US market;
● Stock evaluation based on fundamental analysis and technical analysis,
● Risk and diversification, some basic stock trading skills,
● Economic factors that impact stock market, advanced trading tools like futures and options.
WHO IS THIS COURSE DESIGNED FOR?
This course is designed for grade 6-12 kids who are interested in stock investment and want to have some actual practical training based on real stock market.
WHY ATTEND THIS COURSE?
Saving and growing wealth through wise investment helps build successful career and life. Stock market challenges people's wits and courage. This course intends to teach students basic concepts and ideas about US stock market.
WHAT TO EXPECT FROM THE COURSE?
After completion of the course, kids should be able to:
● understand what is stock and how stock is traded on market;
● understand typical types of stock and funds types in US market;
● Understand some basic evaluation models based on fundamental analysis and technical analysis;
● Know the market risk and some skills of diversification;
● Know typical economic factors like interest rate and inflation;
● Know some advanced trading tools like futures and options.
WHAT IS A TYPICAL 8-WEEK CURRICULUM?
Below is a typical 12-week syllabus on top of an actual stock trading platform:
● Class Rules, Introduction to the Class and trading platform
● Stock, Company, Valuation Model based on Interest Rate
● Stock Ticker, Pricing, and Stock Charting;
● Financial Market, Financial Products, and Market Efficiency
● Risk, Risk Indicators, and Stock Valuation Based on Risk Analysis;
● Diversification, Efficient Market Portfolio, and Leverage;
● Fundamental Analysis, Financial Reports, and Stock Valuation Based on Intrinsic Values;
● Technical Analysis: Trends and Patterns
● Technical Analysis: Indicators and quantitative analysis
● Trading on Options: Introduction, and Modern Trading Technologies
● Macroeconomics, Financial and Economic Policies, How they impact market
● Stock trading psychology, Investing as Life Goal: A Final Review
Download an Exemplary Class Material
Advanced Class - Tools and Strategy
WHAT IS THIS COURSE ABOUT?
This course is designed for grade 9-12 students who have strong interests in stock market investment and in the most cutting edge technology that is being used in modern stock trading. This course will teach students more practical skills through a stock trading simulated platform. Students will learn the use of some advanced financial tools and get access to most recent Financial Technology (Fintech), including the technology used to develop automatic trading strategies.
WHO IS THIS COURSE DESIGNED FOR?
This couse is designed for grade 9-12 students who have strong interests in stock market investment and in the most cutting edge technology that is being used in modern stock trading.
WHY ATTEND THIS COURSE?
Investment counts on knowledge and information. Decisions have to be made on facts but not emotion. A long-term success is the life goal. This course intends to teach students practical stock trading and investment skills through a stock trading simulated platform.
WHAT TO EXPECT FROM THE COURSE?
Students will learn the use of some advanced financial tools and get access to most recent Financial Technology (Fintech). Technology is also introduced to develop automatic trading strategies.
WHAT IS A TYPICAL 8-WEEK CURRICULUM?
● A typical 6-week syllabus is as following:
● A deeper look at the stock valuation - profit, P/E ratio and beyond;
● Practical trading strategies: market leaders and industrial leaders;
● Corporate financial statements - read and find useful information;
● A deeper review of wave and trending theory, sway trading, and sector rotation;
● Human psychological bias, and strategies based on behavior theory;
● Advanced TA tools and modern indexing trading and passive market.
The Stock Market Game
WHAT IS THE STOCK MARKET GAME?
It is an online simulation of the global capital markets that engages students grades 4-12 in the world of economics, investing and personal finance and that has prepared 17 million students for financially independent futures. It is a non-profit investment education program helping core academic subjects such as math, English Language Arts, economics, social studies, technology, and business. Official competition website: https://www.stockmarketgame.org/.
HOW IS THE GAME (COMPETITION) ORGANIZED?
The game itself is simple and straightforward: Each registered team will manage a financial portfolio of $100,000 within a 10-week time. The account value is the only judgement and will be ranked against regional or national teams. Students have simulator trading app based on real marketing data. Winning teams will be physically rewarded with gift cards etc., and also have opportunities for additional off-line activities.
HOW IS A TEAM CONSISTED OF?
A team typically has 3-5 students under the guidance of an instructor. The instructor will teach curriculum of basic trading and finance knowledge, and help to set up and maintain the trading platform. Student can assume various roles but everyone will learn to do market research and contribute trading ideas.
WHAT IS A TYPICAL 10-WEEK CURRICULUM?
Below is 10-week elementary curriculum recommended by the program, which includes standard textbook and class activity guidance. Each class is based on 50 minutes. Teacher may give additional topics to higher level students.
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Understanding stock trading platform
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What is a company? What is a stock?
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Identifying Ticker Symbols and Interpreting Stock Quotes: Trading Platform
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Selecting Your Investments: Various financial markets and products
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What is diversification?
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Stock Research Guide
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What is risk?
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What causes stock prices to change?
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Buy, Sell, or Hold
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How Successful Was my Investment Strategy?
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Corporate operation and capital efficiency
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How financial policy affects the stock market?
ARE THERE SUPPLEMENTAL PROGRAMS TO SMG?
InvestWrite™
This optional program requests the team to write a comprehensive article to explain their market research and their investment strategy. In addition to opportunities for state and national recognition and exciting prizes like an all-expense paid trip to Wall Street, InvestWrite provides an authentic culminating tool to train student to think and write in good logic and reasoning.
Invest It Forward™:
Business professionals from functions across the financial industry could be the classroom guest speaker, which can be done in-person or online at any point during the SMG game session. This program helps students gain real-world insights into savings, investing, and future academic and career pursuits.
WHAT IS OUR PLAN?
We will attend the initial 10-week competition in free-style: This is to prepare the students for basic financial concepts and get familiar with trading platform;
We will hold 10 online classes each lasting 1 hour. Focus will be on the curriculum but not trading itself;
In summer time we will launch a new team entering the official competition;
Summer program will focus on market research and investment strategy; Summertime classes will teach more complicated financial tools and skills;
Summer time will be good for some real time trading sessions, too.
Starting from the 3rd or later competitions, we will attend the program InvestWrite™ and InvestWrite™
