The first simulation in the curriculum, Simulation 1A introduces members to financial markets. Here, members will understand the core concepts of financial markets such as, how prices are determined, what changes prices, liquidity and volume.

Continuing off the first simulation, Simulation 1B is exactly the same as Simulation 1A but with government intervention. The intervention comes in the form of a government-sponsored market maker.

Starting off the second unit, players are introduced to shorting. To ensure the simulation runs smoothly, the government should hold some shares to lend out to players.

Simulation 2B introduces players to Futures Contracts. To introduce them in a simple and comprehendible way, the futures are based on a ficitious index.

Learn more about futures? Click HERE

In Simulation 2C, players are introduced to call and put option contracts. To ensure liquidity, there is only one asset on which options are based on, and only two expirations. 

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Details:

• 2-4 Companies with 6 quarters

• Stock Market Based

• Only trade government bonds

• Yields are fixed      

Like simulations 2A and 2B, but half economic focused with different types of industries which are run by the players. Total of 4 groups with two players each.

One person is assigned the role of “Chief Executive Officer” and another the role of “Chief Financial Officer”. Chief Executive Officer Role: In-charge of the company in which players are to manage. Chief Financial Officer Role: In-charge of trading and basic financial decisions on behalf of their company

Assets:

• Stocks

• Government Treasury Bonds

• Index Futures (optional)

Like simulation 2A/2B but players are only trading commodities and government bonds. Note that the government bonds are meant as a way for players to diversify. 

Special Rules:

• No derivatives 

• Incorporates Unit 2 by allowing complex trading with shorting and leverage

• Clearing house required.

Assets:

• Commodities (i.e 1 Barrel of Oil)

• Government Treasury Bonds

Very similar to Simulation 4B but instead of commodities being traded, futures on those commodities are being traded instead. Members should have a fair understanding of futures contracts and leverage.

Assets:

• Commodities (i.e. 1 Barrel of Oil)

• Futures on Commodities

• Government Treasury Bonds

Starting off with the Foreign Exchange Market unit, Simulation 5A is setup very similar to Simulation 1A and 1B in order to introduce members to the Foreign Exchange Market is a familiar way.

Assets:

• Foreign Exchange Assets (i.e GBP)

• Government Treasury Bonds

After Simulation 5A, hopefully participants will have a good understanding of the foreign exchange market. Continuing this, futures on different currencies are introduced.

Assets:

• Foreign Exchange Assets (i.e GBP)

• Futures on FX

• Government Treasury Bonds

Like Simulation 5A, Simulation 6A is a bare bones simulation that is only intended to introduce participants to Fixed Income Assets.

Assets:

• Sample Corporate Bond #1

• Sample Corporate Bond #2

• Government Treasury Bonds

Since convertible bonds are complex enough by themselves, Simulation 6B is setup with Simulation 1B in mind but instead of stocks, participants trade convertible bonds.

Assets:

• Sample Convertible Bond #1

• Sample Convertible Bond #2

• Government Treasury Bonds

Ending unit 6, swaps and structed products are now introduced into the mix. Additionally, leverage in now allowed and players can trade a mixture of assets in however they see fit.

Assets:

• Convertible Bonds

• Sample Structured Products

• Government Treasury Bonds

Ending the Colorado Investment Club simulation experience, Simulation 7 puts everything together with no restrictions. Some players will traders, and some will be company executives.

Assets:

• Stocks

• Options

• Futures

• Coporate Bonds

• Government Treasury Bonds