Most of us hear stories about the ups and downs of stock market every day, but do not fully understand the basic principles of investing. We have recreated the magic of Eye for Investing class for virtual delivery. Students will play investing games in a group setting. We will continue with traditions such as daily deals and beat the stock market game. Students will be introduced to the investing landscape (stocks, bonds, mutual funds and ETFs). We will cover the why, what, and how of investing, concepts like investment goals, risk tolerance, valuation metrics, portfolio diversification, etc., strategies, and mechanics of investing, as well as the risks inherent in different investments. If you are a curious middle or high schooler looking to learn about investing wisely, this is the program for you. The virtual setting provides students a fun way to keep learning through various activities designed especially for online delivery.
Sumeit Aggarwal is the Co-founder and Managing Partner of Finhive, a social enterprise dedicated to providing financial education to communities and small businesses. She is a Nearpod Certified Educator, an award-winning student engagement platform. Sumeit earned her Certificate in Financial Planning from Boston University, MBA from Babson College and was recently featured by Babson for fighting the gender investment gap. She holds a Master’s degree in Information Systems from Northeastern University and a Bachelor’s degree in Accounting from Delhi University.
Sanjay Aggarwal, CPA, MBA is dedicated to helping individuals and families achieve personal financial success. Sanjay has held senior corporate roles in accounting, tax and finance, and previously worked at a big-four accounting firm auditing and advising large public companies, fast growing startups, and IPOs.