Financial Plan Project Advisor Registration 2013-14

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    PROJECT OVERVIEW: Students in the Academy of Business at Clairemont High will take on the role of financial planners to develop a financial plan for an assigned client. Students first undergo a six-week “bootcamp” to learn all about financial instruments such as stocks, bonds, mutual funds, IRAs, real estate, taxes, and compound interest. Then, under the supervision of project advisors (industry volunteers), students group up and form a financial planning team, launching on a 10-week mission to create a detailed financial portfolio for their "client" (campus staff). Students finish with a final portfolio presentation to their client. VOLUNTEERS: We are seeking ten (10) industry volunteers (preferably with financial planning or finance backgrounds) to come into the classroom once per week to coach students and monitor their progress. This project will run October 21 – January 23. DIRECTIONS: To volunteer to be an advisor for this project, please fill out the information and hit the submit button below.
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    Volunteer Commitments

    Please consider the questions below, which will outline the time and dates that we are asking volunteers to commit to for the duration of the project.
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    Meet 1: Tu, 10/22
    Meet 2: Tu, 10/29
    Meet 3: Tu, 11/5
    Meet 4: Tu, 11/12
    Meet 5: Tu, 12/3
    Meet 6: Tu, 12/10
    Meet 7: Tu, 12/17
    Meet 8: Tu, 1/7
    Meet 9: Tu, 1/14
    Please enter one response per row
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    Thank you for volunteering!

    The Academy of Business is excited that you have registered to volunteer for the Financial Planning Project. Please hit the submit button below and you will get an automatic confirmation that we have received your registration. Shortly afterward, you will receive an e-mail with more details and instruction about your volunteer role, and a reminder about orientation.