Training Resources

Key Concepts & Terms

SIFE encourages teams to use their school educators as a resource and/or self education. Your target audience is high school aged students; spend part of your time developing a general capital market sense and a greater amount of time developing and implementing a specific concept to make that knowledge relatable.

Below you will find key concepts and terms that were discussed during the SIFE Capital Markets Training Seminars.

Key Concepts:

Teach high school students that being involved in capital markets is not like being involved in the lottery. To be successful in the markets can not be based on luck but rather an understanding of how capital markets operate.

If you are able to enjoyably relate capital markets to your high school audience, so that it stimulates their desire to continue to seek more information, to the point that they are more knowledgeable to the markets than their parents, you have succeeded.

Key Terms:

  • Purpose of Capital Markets
    • Financing and Investing
    • Sharing Risk
    • Managing the Economy
  • Participants in Capital Markets
    • Institutions Seeking Capital
    • Intermediaries Facilitating the Flow of Capital
    • Investors with Capital
  • Primary v. Secondary Markets
  • Debt and Equity
    • Debt v. Equity
      • What is the Difference Between a Stock and Bond
    • Bond Terminology
    • Bonds and Various Forms
    • Equity and Various Forms
  • Overview of Capital Markets
    • Survey of Capital Markets Instruments
    • Investor and Market Size
    • Domestic and Global Markets
  • Capital Markets Vehicles
    • Stocks
    • Money Markets
    • U.S. Treasuries
    • Corporate Debt
    • Asset Backed
    • Municipal Securities
    • REIT's (Real Estate Investment Trusts)
    • Derivatives
    • Mutual Funds
    • Private Equity Funds
    • Hedge Funds
  • Trading Securities
    • Exchange
    • Alternative Trading System
    • Over the Counter Market-Maker
    • Electronic Communication Network (ECN)
    • Broker Dealer
  • Overview of IPO
    • What is an IPO
    • Why companies carry out an IPO
    • The process of carrying out an IPO

Fundraising Toolkit:

The grant provided by the Goldman Sachs Foundation was intended to fund three training seminars and the competition award. For specific methods on fund raising for this project or any other projects please refer to the Fundraising Toolkit.

For all additional toolkits that may be a benefit to your project(s) please click here.