CFAL Junior Investor Program

Overview & Rules

Purpose - To create an awareness of the importance of savings and investing in the Bahamas
Target – Senior High School Students (selected by Business Teacher or School)
Program Dates – October 2026 to December 2026

Student Roles

Watch module videos on financial topics and complete quizzes (7 total).
Invest a nominal $100,000 dollars in the various securities provided by CFAL for a one-week period.
Complete trade memos and provide rationale for purchase and sale of securities during the trading week.
Assign a Team Leader who will be responsible for the investment group and a trader who will be responsible for completing and sending trade memos.
Students must invest funds according to the established investment strategy. (Balanced Portfolio – 60% Equity & 40% Fixed Income)
Students will be investing in the foreign investment market e.g. stocks and bonds.

Teacher Roles

Teachers are to provide guidance to students and ensure proper research is completed.
Ensure modules and quizzes are completed.
Ensure rules are being followed as outlined by CFAL.

Grading Scheme – Total (100%)

Prize Money

The winning schools will be awarded as follows:

Schedule

Week of	Course Completion
19-Oct	2 Videos & Question Sheet
26-Oct	2 Videos & Question Sheet
2-Nov	3 Videos & Question Sheet
9-Nov	1 Video (providing instructions for trading and case study) Trading Week - US Stock Portfolio & Preparation for Case Study
16-Nov	Social media Activity & Preparation for Case Study
23-Nov	Final Case Study Presentations	School General Final Exams
30-Nov	Case Study Deadline
Break - DECEMBER
Jan 12 to Jan 22	CFAL JIP Committee Review
26-Jan	Closing out Ceremony