Project: Personal Finance and Investing

Teacher: Jennifer Womack
School: Topeka High School
Location: Topeka, Kansas USA
Start Date: 04/13/2010
End Date: 05/14/2010
Project Plan
Unique Requests of
Participating Mentors:

We need mentors who have an interest in personal finance and investing. Many of these students have had little experience with any level of financial inquiry. Please be prepared to be patient as you work with these students and help them be more communicative and proactive.


The student and mentor will work together to research fundamental financial information about companies, find important web sites and make educated decisions about purchasing stock. The students will chart their purchases and record profits and losses. Students will submit a report detailing the activity in their portfolio.


Benchmarks: The students will develop the ability to apply basic mathematical concepts(addition, subtraction, multiplication, and division) in life skills activities. The students will be able to use technological resources to access and analyze information that can be applied to academic pursuits. The student will demonstrate the ability to use written communication commensurate with their grade level (proper grammar, correct spelling and punctuation, a variety of sentence writing styles, paragaph development techniques, and report writing organizational devices, and error monitoring skills. The learner will be able to use EXCEL spreadsheets.



Grade Level:


Content Area:

Math, Language Arts, Technology, Business

Student Outcomes:

Students will be required to submit a Stock Market Chart with graphing that includes all of the weekly activity and fluctuations for their purchased stock, a paper that will include: the stock the student chose to follow, the reasons why they chose to follow the specific stock, information describing market activity. The products of this project will be shared with the mentor through e-mail and a final paper. Every student will be part of a group, but each will have their own mentor to follow their chosen stock.

Evaluation of
Student Outcomes:

Student will be graded based on classwork, including group work, messages to their mentor, and a rubric used for their paper written about their chosen stock.

Teacher Role:

The teacher is the facillitator of the project. The teacher will communicate with mentors on a weekly basis regarding the project. The teacher is the final project evaluator, input will be provided by mentor and student based on messages exchanged. The teacher will complete all other duties as required by the ITP.

Mentor Role:

To provide information to the student as requested by the teacher or student. To help student learn how to purchase stock, review paper, and assist with research. To keep teacher informed when there is a problem or concern.