College Financial Planning Presentations

Moving Girls Forward in the Field of Finance

WHAT WE DO

Rock The Street, Wall Street is a financial and investment literacy program designed to spark the interest of a diverse population of high school girls into careers of finance.

THERE ARE THREE COMPONENTS TO OUR ACADEMIC YEAR-LONG PROGRAM INCLUDING FINANCIAL PROJECT-BASED LEARNING. A FOURTH COMPONENT EMERGES POST-GRADUATION.

1. CLASSROOM INSTRUCTION/ FINANCIAL PROJECT-BASED (FALL) Female financial professionals lead classroom workshops including hands-on financial math projects on money management and more during the five-week program. Our cutting-edge, open-sourced curriculum rips from the headlines, discusses public policy, economic policy, and stock and bond markets. Workshops cover topics including but not limited to student loan debt, auto financing, stock portfolio composition and performance, and interest rates.

2. WALL STREET EXPERIENCE FIELD TRIP (FALL) The field trip is a capstone experience whereby students are given a rare glimpse into local corporate office settings, workplaces and work lives of financiers. The experience allows the students to shadow female treasury officers, wealth managers, comptrollers, analysts, traders, entrepreneurs, and more. For many of our students, this is their first look into the world of applied math and finance, opening their eyes to a new world of possibilities. This is a critical part of the year-long program as many high school girls self-select out of finance and economics before even getting to college. By taking them on a trip where they see women whom they have come to know personally, working in highly skilled positions at financial institutions, we show our girls a glimpse into their own potential future. If they can see it, they can be it.

3. MENTORSHIP (SPRING) Students are matched with mentors who help them identify, and then emphasize individual strengths, discuss college and career preparation,and further develop positive money management habits. For those not continuing onto college, they explore post-secondary job opportunities, internships, and career requirements (certification or licensure). Through personal example, explanation, and tours of financial firms, our mentors provide students with up-close information about personal finance best practices and work-life issues in the financial profession. Mentors also help interpret the students' career and strengths assessment which identifies their unique set of natural talents to maximize their potential. This pairing also provides an early social capital for girls to network with women in business.

4. Our fourth and newest component to our programming, the RTSWS SCHOLARSHIP INTERNSHIP/JOB BOARD is a resource for RTSWS students and alumnae seeking college scholarships, internships and job opportunities in finance, economics and related fields. Firms looking for emerging financial talent post their opportunities here.

Our high school students have completed financial project-based activities, which unveil financial independence along Finally, RTSWS equips students, regardless of their ultimate career choice, to appreciate the financial landscape and thus to be better citizens of the world that we finance, use, and share. with the exploration of financial careers. We find and develop talent early. We make the unfamiliar familiar. Our students focus on their interest in financial careers for one simple reason – because they are aware of them.

START SESSION 3

Welcome & Allow Students to Get Settled: (5 minutes)

• Students enter classroom and get settled in their seats

• Grab snacks for the session

• Make sure they have their student curriculum books

• Make sure they have pen, pencil or marker

• Whole group: Lead volunteer provides a brief introduction to who the team is and introduces any new volunteers.

Attendance: (3 minutes)

IMPORTANT! Volunteer or Student CEO(s) take attendance.

This qualifies students for alumnae benefits.

The attendance will be taken via a SurveyMonkey link. The link been emailed to your Lead Volunteer and Student CEOs.

Students share out loud: Name, grade and a leader you look up to.

Review Norms: (2 minutes)

• Remind students of the agreed upon norms from session #1.

• Briefly discuss the RTSWS norms and address what these norms might look like in action during the session today.

Guiding Questions & Agenda: (2 minutes)

Talk through the guiding question and agenda as a whole group.

Today’s Guiding Question:

How does credit work and what are the key components that make up a credit score?

Students should be aware of what they will be learning about today and what they can expect from the session.

Stock Market Review: (14 minutes)

In discussing Yahoo! FInance and stock concepts, be sure to pause to check student understanding as you review the investment literacy key terms and discuss stock market concepts.

Quick Check: Have the RTSWS cohort share 3 things they have learned so far about the stock market.