Kentucky Young Investor curriculum leads with basic and general investment education with a goal of creating enthusiasm around the investment process. The Investment curriculum should be used in conjunction with students covering stocks already held within the portfolio, in preparation for analyst presentations and the annual KYI stock pitch competition.
Following the Investment curriculum, KYI moves into a 16-week personal finance curriculum built to follow a student from highschool through retirement.
Each video will include a student reading guide, along with a teacher resource form and questions that may be used for a Kahoot or in-person quiz.

Investment Curriculum
Week 1 - Welcome to Kentucky Young Investors
In this video, founder of KYI Quint Tatro, introduces the program and shares the vision behind this unique opportunity.
Week 1 Cont. - Welcome to Kentucky Young Investors
In this video, Quint Tatro takes a look at 'What's a Stock?' discussing just what it is and how it's created.
Week 2 - Introduction to Financial Markets
In this video we take a look at the history of the stock market and its evolultion over time. Students will learn about the very first stock trading in the US along with key events such as the 1929 stock market crash that led to the many significant changes investors are familar with to this day.
KY Standard - FL.H.17
Week 3 - Pooled Assets
In this video students will learn about 'Pooled Assets' such as mutual funds and exchange traded funds. The video will touch briefly on index funds as well as Target Date retirement funds.
KY Standard: FL.H.15
Week 4 - Passive Vs. Active Investments
In this video we will look at the difference between passive and active investings. Students will revisit what an index is and how pooled assets track many of these indexs through passive funds. Students will take a look at active investing and the positives and negatives regarding this investment strategy.
KY Standard FL.H.15
Week 5 - Company Moats
In this video students will learn what protects a company from a competitor, an investment term called a 'moat.' The video will explore various moats along with specific examples students will be familar with.
KY Standard - FL.H.16
Week 6 - Intro to Valuation
In this video students will be introduced to the subject of investment valuation primarily using Morningstar research.
KY Standard - FL.H.16
Week 7 - Why Invest?
In this video students will be introduced to the power of compound interest and how the stock market has been the best performing asset class over time. Students will review the positive impact of starting the investment process as early as possible.
KY Standard - FL.H.14, FL.H.15
Week 8 - 5 Keys to Investing
In this video Quint will take students through the 5 critical variables to be aware of when assessing an investment. 1.) What the company does 2.) How the company makes money 3.) What is the protective moat 4.) What is the financial valuation 5.) Buy / Sell recommendation
KY Standard - FL.H.8
Week 9 - What Makes a Good Stock?
In this video Quint will review what students should be looking for when it comes to selecting an investment. Students will review the key investment tenants and where to look for opportunity.
Week 10 - Good & Bad Stocks
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Week 11 - Economics & the Market
In this video students will learn the relationship between the economy and stock market. The video will review the IPO process and how capital markets assist the general economy as a whole.
KY Standard - FL.H.2, FL.H.8, FL.H.20
Week 12 - Intro to Risk
In this video Quint reviews risks associated with investing in the stock market and the power of diversification. Students will be introduced to target date funds and how risk is handled within these pooled investment funds.
KY Standard - FL.H.16
Week 13 - Inflation
In this video students will be introduced to inflation and review the history of inflation within the United States. Quint will review the basic causes of inflation and how the Federal Reserve works to combat inflation through interest rate policy.
KY Standard - FL.H.14
Week 14 - Careers & Education in Finance
In this video Quint looks at various careers within the financial industr
KY Standard - FL.H.1
Personal Finance Curriculum
Week 1 - Introduction to Personal Finance
KY Standard -
Resources
Video Resource Guide
Kahoot Questions for Introduction to Finance
Week 2 - Building Credit
KY Standard -
Resources
Video Resource Guide
Kahoot Questions for Introduction to Finance
Week 3 - Debt & More Debt
KY Standard -
Resources
Video Resource Guide
Kahoot Questions for Introduction to Finance
Week 4 - Business Careers
KY Standard -
Resources
Video Resource Guide
Kahoot Questions for Introduction to Finance
Week 5 - College Funding
KY Standard -
Resources
Video Resource Guide
Kahoot Questions for Introduction to Finance