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%)

• Portfolio Returns – 40%
• Written Analysis – 30%
• Quizzes – 20% 
• Quality and Rationale of Trade Memos – 10%

Prize Money

The winning schools will be awarded as follows:

• 1st Place - $2,500
• 2nd Place - $1,500
• 3rd Place - $1,000

Schedule