Personal finance education through the stock investment case method

Nakamura Takashi

doi:10.20752/japf.2.0_53

The purpose of this study is to contribute to the improvement of financial literacy among individual investors through a stock investment case method using a creatively told story. This case method effectively and efficiently incorporates behavioral finance perspectives, such as the characteristics and traits of investor behaviors, markets, and market fluctuations, as well as the essence of investing with likely applications in the real world. In addition to an overview of personal finance and behavioral finance, this study discusses the merits of the storytelling case method, and then provides actual examples of this case method. This case presents specific examples of market movements and investor reactions in each phase of investing to depict individual investors and sales people who have gone through dramatic shifts in mass psychology, such as the feeling of optimism, pessimism, hope and despair, being constantly swayed by wild market fluctuations. Through this case method, the study contributes to the field of personal finance education by providing an opportunity to learn the essence of investment, which requires flexibility in thought and action in the face of difficulties and adversity brought on by market changes. This case method also shows the need for proper position management in investing, and the merits and demerits of fundamentals analysis and technical analysis, which are both typical analytical methodologies in stock investment.

Personal finance education through the stock investment case method

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