Students will choose a meaningful purchase goal, examine sample credit union investment data, and launch an investigation into how much starting principal is needed to reach that goal through investing.

Students will analyze credit union sample data to frame a focused investment question, test a present value and probability-based method, and draft the evidence structure for their pitch deck before moving into full product development.

Students will present their final investment recommendation to classmates and the credit union audience through a gallery walk, use evidence from calculations and sample account data to defend their choice, and capture a brief audio reflection explaining why their selected option is the clearest path to their purchase goal.