MONEY MATH CLUB
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Club Meetings will be held once a month
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Assignments are to be completed between meetings
Who is eligible for the club?
1. GEAR UP students
2. Must have a C average or higher in math
a. If a student’s grades drop below the requirements, he/she will be placed on probation for one semester;
however, he/she may still participate in the club the next grading period.
b. If a student doesn’t meet eligibility requirements after one grading period of probation, then he/she will
no longer be eligible to participate.
What will we focus on?
1. Developing leadership skills: Students will run the club and all meeting with guidance from UAB students, faculty
and staff.
2. Learning about investing: Each meeting will have an educational component led by UAB students, faculty
and/or staff.
3. How to research stocks: Students will work together to research stocks and present their findings.
4. How to manage an investment portfolio: Students will vote on which stocks to “buy” and “sell” and track their
“portfolio” performance.
Why should students participate?

Project based learning to encourage student involvement
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Opportunity to gain real world knowledge outside of the classroom.
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Develop leadership skills and learn parliamentary procedure

Math enrichment through application to real-world issues

Because it will be FUN!!!
Where will this all take place?

UAB students, faculty and/or staff will visit your school to facilitate the program

UAB students, faculty and staff will track portfolios and provide reports to club officers

UAB students, faculty and staff will provide updates on overall portfolio performance by school
When will the clubs meet?

We will work with each school’s schedule

We recommend that the clubs meet during intervention time in conjunction with the math tutoring program

We believe that the Money Math Club will provide an incentive for struggling students to improve their math
performance in order to participate
How will the clubs work?

The clubs will meet monthly and between meetings, club members will work on stock research

Each meeting will have a set agenda (Minutes, Education, Portfolio Review, Stock Presentations and Voting)

The education and stock presentations will vary each month according to the attached schedule

Each club will begin with 100,000 units of Money Math Moolah to invest. Each unit buys $1 worth of stock.

Students will form 10 groups based on market sectors and study S&P 500 stocks.

Each group will present the stock that they studied and all club members will vote on whether or not to ‘buy’
that stock.

Teams may also call for a vote to ‘buy’ additional shares of stock or ‘sell’ underperforming stock in the portfolio.

The club will be limited to buying S&P 500 stock only.

UAB students, faculty and staff will assist with portfolio tracking.

At the end of the year, the students will put together an annual report for their club and club officers will travel
to UAB to present their report and poster to compete for prizes.