Securities and Investments

Securities and Investments

  • Clusters: Finance
  • Pathways: Securities & Investments
  • Courses: Securities and Investments
  • Grade range: 9, 10, 11, 12, Postsecondary
  • Release date: 12-14-2017
  • Tags: Savings, Investments, SMART Goals, Stocks, Risk, Investment, Investment Models, Capital Asset Pricing, Theories, Principles of Business, Marketing, Finance, Planning, Financial and Investment Planning, Business Financial Management, Economic Factors, Investing, Securities, , Securities Regulation, Regulatory Provisions, Investment Education, Statements, Balance Sheet, Annual Report, Ratios, Financial Information

Description

In Securities and Investments, students will understand the laws and regulations to manage business operations and transactions in the securities industry.
This binder does not contain all lesson plans for this course. This content can be used with any textbook or instructional materials. If locally adapted, make sure all TEKS are covered.

Resources

Scope and Sequence

Resource ID: 19388 Grade Range: 10, 11, 12
CTE TEKS - Implemented 2017-2018, adopted in 2015 Securities and Investments course scope and sequence within the Finance Career Cluster® summarizes the content to be taught, and one possible order for teaching the units of instruction. A brief description of each unit and the corresponding TEKS are included. This scope and sequence may be adapted or adopted by the local education agency.

Unit 1: Professional Standards

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 2: Laws, Regulations, and Ethics

Resource ID: 11959 Grade Range: 10, 11, 12 Institutional Organization: UNT
In this lesson, students will identify agencies and organizations that regulate the securities industry, determine the components of regulatory provisions, and identify organizations that work toward investment education.
Resource ID: CSLP01
One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 3: Investment Analysis and Selection Processes

Resource ID: 11961 Grade Range: 10, 11, 12 Institutional Organization: UNT
This lesson introduces students to the importance of saving and investing. Students will identify the differences between saving and investing, explore the concept of compounding to increase investment returns, and identify components of SMART goals as related to setting financial goals.
Resource ID: 11963 Grade Range: 10, 11, 12 Institutional Organization: UNT
In this lesson, students will be introduced to the concepts of risk and investments. They will understand the risk involved when investors are trying to make their money work for them. Tolerance for risk is reviewed and what students can do to protect themselves from risk in the future.
Resource ID: 11965 Grade Range: 10, 11, 12 Institutional Organization: UNT
This lesson introduces students to various methods used in analyzing investments. Students will learn about Capital Asset Pricing Model, Modern Portfolio Theory, Arbitrage Pricing Theory, and compare and contrast the various investment selection strategies.
Resource ID: 11967 Grade Range: 10, 11, 12 Institutional Organization: UNT
This lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.

Unit 4: Values and Calculations

Resource ID: 11967 Grade Range: 10, 11, 12 Institutional Organization: UNT
This lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.
Resource ID: CSLP01
One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 5: Operational Activities and Commissions

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 6: Investment Environments and Economic Relationships

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 7: Demonstrate Your Understanding of Securities and Investments

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 8: Certification and Licensing

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

Unit 9: Postsecondary Planning

Resource ID: CSLP02
Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop. You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center. If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.