Jefferson Bank Investor Challenge

The Jefferson Bank Investor Challenge is a program designed to empower high school students with financial literacy. The program teaches San Antonio-area high school students the fundamentals of investment strategy and financial literacy in a weeklong summer program.

Program Outline

The Investor Challenge course meets daily for one week in June for a total of 20 hours of instruction. The course is designed as follows:

• 8 hours: Financial literacy and planning
• 8 hours: Understanding the stock market
• 2 hours: Financial aid for college
• 1 hour: Tour of UIW campus
• 1 hour: Financial discussion and student feedback

Curriculum

Fundamentals of Financial Literacy

To increase financial literacy, students will be taught how to use basic budgeting and cash flow management software. Students will learn how to leverage their unique money personality for increased saving and investment while avoiding pitfalls. The importance of using the mainstream financial system to save money and have greater access to credit will be stressed.

Portfolio Management

Students are taught the basics about stock symbols, exchanges, risk, and diversification. After a brief training period, they are each given a simulated portfolio that mirrors the U.S. stock market. They will research companies and buy and sell stocks in a competition to see who can increase the starting portfolio the most.

Summer 2021 Virtual Jefferson Bank Investor Challenge

The 2021 Jefferson Bank Investor Challenge was held virtually, with students meeting on Zoom over two weeks. A timeline of the 2021 challenge is as follows:

• June 21 - July 1, 2021: Virtual classes met from 10 a.m. - 12 p.m. on June 21, 23, 25, 28, 30, and July 1.
• June 25, 2021: Simulated online investment challenge began.
• August 27, 2021: Investment challenge ended, and the winner of the $500 first prize was announced.

Program Details

• The program is offered in partnership with Jefferson Bank.
• Students who participate in the program will have the opportunity to win $500 and a plaque with their name engraved, which will be displayed in UIW's Financial Markets Lab.
• The program aims to provide high school students with a comprehensive understanding of financial literacy and investment strategy.

University of The Incarnate Word

---

Overview:

University of the Incarnate Word (UIW) is a private Catholic university located in San Antonio, Texas. Founded in 1881 by the Sisters of Charity of the Incarnate Word, UIW is the largest Catholic university in Texas and is known for its commitment to serving the community and providing a transformative educational experience.

---

Services Offered:

UIW offers a wide range of services to its students, including:

Academic Support:

Advising, tutoring, writing and learning center, career services, testing services, TRiO program, and first-generation student support.

Student Life:

Residence life, student life activities, student advocacy, wellness and sports programs, counseling, and health services.

Financial Aid:

Aid and award process, cost estimation, calculators, scholarship resources, work study, loan assistance, forms, tuition and fees information, verification process, consumer information, and FAQs.

Military and Veterans Center:

Admissions, support services, and resources for military personnel and veterans.

International Student and Scholar Services:

Support and resources for international students.

School of Professional Studies (SPS):

Admissions and student success services.

Health Professions Student Services:

Specific services for students in the Feik School of Pharmacy, School of Osteopathic Medicine, Rosenberg School of Optometry, and School of Rehabilitation Sciences.

---

Student Life and Campus Experience:

UIW offers a vibrant campus life with a variety of student organizations, clubs, and activities. Students can participate in athletics, intramural sports, music and arts programs, community service initiatives, and social events. The university also has a strong sense of community and a welcoming atmosphere.

---

Key Reasons to Study There:

Strong Academic Programs:

UIW offers over 100 undergraduate majors, minors, and concentrations, and over 20 graduate and doctoral programs.

Commitment to Diversity and Inclusion:

UIW is a Hispanic Serving Institution and ranks No. 1 in the nation among faith-based universities graduating Hispanic students with bachelor’s degrees.

Faith-Based Education:

UIW provides a Catholic educational experience that emphasizes values, ethics, and service to others.

Excellent Faculty:

UIW has a dedicated faculty committed to student success and providing a high-quality education.

Strong Alumni Network:

UIW has a large and active alumni network that provides support and opportunities for students.

---

Academic Programs:

UIW has 11 schools and colleges, including five health professions schools:

College of Humanities, Arts, and Social Sciences

Dreeben School of Education

Feik School of Pharmacy

H-E-B School of Business and Administration

Ila Faye Miller School of Nursing and Health Professions

Rosenberg School of Optometry

School of Mathematics, Science and Engineering

School of Media and Design

School of Osteopathic Medicine

School of Rehabilitation Sciences

School of Professional Studies

---

Other:

UIW is a leader in transformational education and inspires students to ignite change. The university is also recognized for its commitment to social mobility and has been named a Best College by U.S. News & World Report.