ELIGIBILITY: The participant may not have previously competed in this event at the national level.
SECTION: Each local chapter may enter three (3) members. (refer to Objective Test Guidelines for more information on number of competitors)
STATE: A minimum of the top six (6) places from the section competition will represent their section at the State Leadership Conference.
NATIONAL: The top four(4) places in the state competition will represent California at the National Leadership Conference. NOTE: Some SLC top-10 finalists will become eligible for the national conference as a result of drops. Make sure you get early approval from your parents to attend the National Conference so you will be in a position to say "yes" to your adviser if you are "bumped up".
Overview: 60-minute test administered during the Conference.
Objective Test Competencies: Investment Fundamentals; Investment Wrappers, Taxation, and Trusts; Investment Product & Funds; Stock Market; Stock versus Other Investments; Mutual Funds; Basics of Bonds; Derivatives; Financial Services Regulation
Skills: Acquiring a high level of familiarization and knowledge of securities and investing is valuable in planning for one’s future. This event provides recognition for FBLA members who have an understanding of securities and investments.
General (All Events)
General Competitive Events Tips
Objective Event Tips
Sample Practice Materials
Sample Practice PDF #1
Format Guide PDF
U.S. Securites and Exchange Commissio
FBLA Financial Literacy Initiative
3. Stages of investing and relationship between risk and return.
4. Sources of financial information to make investment decisions.
4. Investment bonds.
3. Life assurance.
4. Unit trusts.
5. Opened ended investment companies.
6. Pricing, dealing, and settlement.
7. Investment trusts.
8. Hedge funds.
2. Read stock tables for investment related information.
3. Options for handling accumulated money/earnings.
4. Types of investments.
5. Primary vs secondary markets.
6. Bull, bear, and pig markets.
2. Purpose of company.
3. Describe ethical behavior in support center.
4. Gathering relevant information.
5. Financial statements.
2. Mutual funds and taxes.
3. Purchasing mutual funds.
4. Investment in mutual funds.
5. Fund costs.
2. Buying bonds.
3. Process of issuing bonds.
4. Roles of collateral.
5. Secured and unsecured bonds.
6. Introduction to government bonds.
7. U.S. government agency bonds and savings bonds.
4. Derivative uses.
2. Financial Crime.
3. Insider dealing and market abuse.
4. Data Protection Act 1998.
5. Breaches, complaints, and compensation.