Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
PARTICIPANTS GUIDEBOOK
AUGUST & SEPTEMBER 2015
1) The Challenge
2) Instructor Lesson Plan Outline
3) Tips for Instructors
4) Strategic Outreach
The Challenge
Make a Difference
Financial security lies at the heart of personal sustainability, right up there with healthcare and adequate nutrition.
Without adequate financial resources, individuals have reduced or no access to lifes basic necessities: food,
clothing, shelter, education, and medical care.
The road to financial security begins with financial literacy: a basic understanding of personal finance and how
investing can allow individuals to build wealth and save for their financial futures. Increased financial stability and
personal sustainability lead to realizing greater human potential and better social outcomes and financial literacy is a
stepping stone. Becoming financial literate and achieving personal sustainability will help you as you strive to enact
changes in response to global socio economic issues. But most people have no access to even basic personal
financial education. Thats where the DriveWealth-World Merit Financial Literacy Challenge comes in.
The Challenge
The Financial Literacy Challenge seeks to have World Merit members first educate themselves on the basics of
personal finance and investing, and then to pass on that knowledge to members of their local communities. The final
product will be a video of you presenting your newfound financial knowledge to your communities.
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The Challenge
Judging Criteria
Members will be judged on the following:
1) Completed DriveWealths quiz on the site on Financial Literacy.
2) Quality of the workshop provided and the accuracy of the content of the workshop material. This will be judged
upon the video footage of the members workshop.
3) Impact of the workshop provided, i.e. how many people have participated in the members workshop, how many
people has it reached and what was the positive feedback or learning people had on the workshop?
Rewards
#1: The member that pays it forward (i.e. teaches and reaches) to the most people will be eligible for a paid
internship at DriveWealth during the summer of 2016 (costs of travel and lodging will be covered by DriveWealth).
Runners-Up: Other members can earn the DriveWealth Challenge badge.
The member that pays it forward (i.e. teaches and reaches) to the most people will be eligible for a paid internship
at DriveWealth during the summer of 2016 (costs of travel and lodging will be covered by DriveWealth). Other Fellows
can earn the DriveWealth Challenge badge.
The courses can be found under Take Action on the World Merit Platform. The courses start from August 5th. Until
then, why not try some free courses out from Wall Street Survivor, to get yourself familiar with it?
The final video submissions will be due by September 30, 2015.
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Planning: Make a plan to achieve your goals in life and become Money Savvy
Set goals--Design a roadmap for yourself so you know what you are working towards
- Long-term/Short-term goals; give real-life examples
Think about how much risk you are willing to take with your investments.
- Higher risk can mean a bigger reward, but it can also mean greater loss.
Know your time horizon-how long you have to invest
- Your goals will mostly decide your time horizon
- Be aware of the financial commitments you need to meet tomorrow and in the future
Investing:
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Strategic Outreach
Now that youve completed the educational material from DriveWealth and Wall Street Survivor, its time to pay it
forward! Here are some suggestions for audiences and delivery. Remember, once you video yourself passing on your
financial knowledge, you become eligible for an internship at DriveWealth in the US for summer 2016!
Prospective Audiences: There are different groups and establishments throughout the world where
you can teach financial literacy
Schools (Grades 5-12)
Community/Junior Colleges
Community Centers
Youth Groups (Boy/Girl Scouts; Boys/Girls Clubs)
Webinars, seminars, in-home education, etc. (Education Consulting)
Online Communities - forums, chat rooms, blogs, etc.
Investment/Finance Clubs
Church Groups
Hospital Schools
Military Groups/Families
Career Fairs/Workshops
Presentation Tips: Here are some suggestions to aid you in communicating your material
Computer
Generic PowerPoint that demonstrates the power/benefit of investing
Only use a few bullet points on each slide (3-4; dont overwhelm viewers)
Keep individual slide data to a minimum (concise statements)
Provide ample visual reinforcement (e.g. chart showing the effects of compounding)
Make sure to present the why of investing, not only the how
The goal is to intrigue/inspire, not to get in depth with the technicals
Include section that addresses the common misconceptions that exist about investing
Make sure presentation is available online
Blackboard/Whiteboard/Flip charts/Large poster boards
Generic brochures/handouts that highlight the majority of the information in the PowerPoint, so that the
audience can easily follow along with and analyze the numbers given in the presentation
Refer to DriveWealths educational section for additional lessons and topics
Simple/metaphorical investment props to demonstrate and provide imagery about how investing your money
can result in positive dividends
Include incentive-based participation games encouraging audiences to ask questions, participate, and
stimulate interest
Periodically ask questions throughout presentation
For Young Audiences: Use the savings calculator at drivewealth.com/savings-calculator/ to show them how
much money they could save over the course of a year if they were to save their allowances, for example.
For Older Audiences: Introduce the cash flow calculator on DWs platform to show the audiences a more in-
depth version of their hypothetical, financial capabilities.
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