PROGRAM CURRICULUM

Image by Christina @ wocintechchat.com

SESSION #1: SETTING THE STAGE

1.    Overview of Impact Investing; Exploring Your Goals and Values
2.    Jewish Values Integration:
לידור ודור (L’Dor VaDor) – Legacy 

SESSION #2: INVESTING 101

1.    A Tutorial on Investing; Understanding Personal Portfolios
2.    Jewish Values Integration:
תקון עולם (Tikkun Olam) – Improving the World 

Stocks

SESSION #3: PUBLIC MARKETS AND TRANSPARENCY

1.    Public Markets and Actionable Strategies (such as screening, positive investing, and shareholder activism)
2.    Jewish Values Integration:
ביטחון (Bitachon) – Trust

SESSION #4: CASH AND EQUIVALENTS; OBSTACLES TO ACTION

1.    Cash and Cash Equivalents including CDFI’s 
2.    Jewish Values Integration:
צדק (Tzedek) – Justice 

SESSION #5: PRIVATE FUNDS + DIRECT INVESTING: RISK + ENGAGEMENT

1.    Private equity/debt funds and angel investing; exploration of appetite for risk and personal engagement in investments
2.    Jewish Values Integration:
ענווה (Anavah) – Humility 

SESSION #6: REAL ASSETS, IMPACT MEASUREMENT

1.    Real Assets (such as agriculture, timber, real estate, infrastructure, etc.) and the impacts to track and measure
2.    Jewish Values Integration:
חינוך (Chinuch) – Education

Young Businesswoman

SESSION #7: DEVELOPING A PLAN

1.    Holistic Financial Planning and Steps to Action
2.    Jewish Values Integration:
שלום/שלמות (Shalom/Shleimut) – Peace/Wholeness