Client:Financial Advisors Contest
Date:January 03, 2012

Financial Advisors Contest

Students prepare diverse investment portfolios and play the role of financial advisor.

  • Financial Advisor Challenge: students take on the role of financial advisor

    Grades Characteristics Cost
    9–12
    • Open to all Southern California high school students
    • Designed for economics, business, finance and math classes
    • Cash prizes
    • Helps students become college and career ready
    Complimentary

    Students participate in an online stock market game and learn how to create an investment portfolio for a hypothetical prospective investor. Participating teachers receive a complimentary electronic subscription to the Wall Street Journal.

    Download the 2012 Warren Buffet Division’s winning presentation

    Preliminary Competition

    • Teachers create student teams of four. There are no limits to the number of teams that can participate. Each student team develops an investment portfolio based on an investor profile, taking on the role of a financial advisor. Students develop a strategy for an investment portfolio that is appropriate to the goals and objectives of the investor. The portfolio should correlate to these criteria:
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    • Investor goals and objectives
    • Risk tolerance
    • Time horizon
    • Investment Instruments

    Tasks for each team include:

    • Not required but recommended: Teacher’s enroll all student teams in the  Stock Market Game (SMS). Note: CCEE pays SMS fees for all students participating in the challenge.
    • Teachers enroll all student teams in the Finance Challenge Note: this is a no-cost online test. Teachers can register at www.finance challenge.org
    • Use the lessons from  Learning Earning and Investing, which CCEE can provide at no cost

    Download Resources:

    Final Competition

    Prepare your students with the 2013 Financial Advisor Challenge Guide

    To participate

    Teams turn in one-page investment portfolio based on their team’s chosen profile from the 3 profiles in our resource section. Submit this to Elle Charles, echarles@ccee.org before May 20th at 5:00 PM.

    Cash team prizes

    • First place — $2,500
    • Second place — $1,500
    • Third place — $750

    Purpose

    1. Promotes understanding of the relationship between economy and capital markets.
    2. Highlights the economic impact of announcements from the three major financial market indicators — Dow Jones Industrial Average, NASDAQ, Standard & Poor’s (S&P) Indices.
    3. Promotes interest in economic education and honors high-achieving students.
  • Bulls and Bears: Quiz Bowl Division

    Preliminary Competition
    1. Not required but recommended: Teacher’s enroll all student teams in the CSU Fullerton Stock Market Game (SMS). Note: CCEE pays SMS fees for all students participating in the challenge or Market Watch Game
    2. Teachers enroll all student teams in the Finance Challenge Note: this is a no-cost online test
    3.  CFALA provides mentors to teach up to three lessons on financial markets and financial planning basics. (No financial products will be marketed to teachers or students).
    4.  All students must take Finance Challenge by April 18 at 5:00 PM
    5. Teachers or Mentors prepare students for the California Challenge using:

    -          2008 Finance Challenge Practice test
    -          Online tools and resources to prepare for the quiz bowl
               Play the 15 Online Missions in GenIRevolution to test your knowledge

    Final Competition

    At the completion of the Finance Challenge, The six  highest scoring  teams who are not AP, IB or Honors are invited to participate in the CFALA/CCEE-sponsored finals held at the Los Angeles Federal Reserve on May 22nd.

    • Each finals team:
      • Six teams face off in a quiz bowl
      • Teams are quizzed on categories: Income and Money Management, Spending and Credit, Saving and Investing.

     

    Cash team prizes
    • First place — $2,500
    • Second place — $1,500
    • Third place — $750

     

    Purpose
    1. Promotes understanding of the relationship between economy and capital markets.
    2. Highlights the economic impact of announcements from the three major financial market indicators — Dow Jones Industrial Average, NASDAQ, Standard & Poor’s (S&P) Indices.
    3. Promotes interest in economic education and honors high-achieving students.
  • Financial Advisers Contest Resources

    There is a Conservative, Moderate and Aggressive profile example. These are the profiles student teams should use to prepare for the Financial Advisors Contest.

    Sample Portfolio Templates
    Financial Advisers Webinar: February 12, 2013

    Examples of 2012 Financial Advisors

     

    • Warren Buffet Division Submissions

     

  • Financial Advisors’ winners