STARS Resources
STARS Program Overview
Morningstar Portfolio Instructions
 
 
2017 Teacher Institutes
Agenda
 


Overview General Info Registration Agenda
 
Day One
8:00-9:00am Registration and Sign-in Sheet
9:00-9:45am Welcome by the Oklahoma Securities Commission
Introduction to the STARS Project
- Irving L. Faught, Administrator
9:45-10:00am Introduction of Subject Matter Expert
- Matt Ingram - bio
10:00-10:15am Break
10:15am-12:00pm Introduction to Investing and Relevance to the STARS Project
- Matt Ingram
.pptx | .pdf 
12:00-1:00pm Lunch
1:00-2:30pm Introduction to Equities
- Matt Ingram
.pptx | .pdf
2:30-2:45pm Break
2:45-4:00pm Stock Research
- Matt Ingram
.pptx | .pdf
4:00pm-5:00pm Building a Portfolio
- Matt Ingram
.pptx | .pdf
5:00-5:30pm STARS Project Elements
- Jo Ann Dysart Instructions for Evening Assignment
  • Create a new portfolio using Matt Ingram and STARS Resources
  • Add 5 companies to your portfolio

 Evaluations

6:30pm Picnic
 
Day Two
7-00-8:00am Breakfast and Sign-in Sheet
8:00-8:15am Portfolio Problem Solving and Discussion
- Matt Ingram
9:00-10:15am Mutual Funds, ETFs and the Portfolio
- Matt Ingram
.pptx | .pdf
10:15-10:30am Break
10:30-12:00pm Advanced Stock Research
- Matt Ingram
.pptx | .pdf
12:00-1:00pm Lunch
1:00-2:00pm Personal Finance
- Matt Ingram
.pptx | .pdf
2:00-2:15pm Break
2:15-2:30pm Investment Schemes
- Jennifer Shaw
2:30-4:00pm Psychology of Investing
- Matt Ingram
.pptx | .pdf
4:00-4:30pm Questions and Answers for the STARS Project
- JoAnn Dysart
4:30-4:45pm Evaluations

 
  Optional Resources

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