1. Money Matters

    • Grade Range: 9, 10, 11, 12, Postsecondary
    In Money Matters, students will investigate money management from a personal financial perceptive. Students will apply critical-thinking skills to analyze financial options based on current and projected economic factors. Students will gain knowledge and skills necessary to establish short-term...
  2. Securities and Investments

    • Grade Range: 9, 10, 11, 12, Postsecondary
    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...
  3. Principles of Business, Marketing, and Finance

    • Grade Range: 6, 7, 8, 9, 10, 11, 12, Postsecondary
    In Principles of Business, Marketing, and Finance, students gain knowledge and skills in economies and private enterprise systems, the impact of global business, the marketing of goods and services, advertising, and product pricing. Students analyze the sales process and financial management...
  4. Lesson Plan: Foreign Exchange Market

    • Resource ID: 11456
    • Grade Range: 10, 11, 12
    In this lesson, students will explain how a foreign exchange market functions globally, and identify the importance of international financial markets.
  5. Lesson Plan: Savings

    • Resource ID: 11961
    • Grade Range: 10, 11, 12
    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.
  6. Lesson Plan: Risky Business

    • Resource ID: 11963
    • Grade Range: 10, 11, 12
    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.
  7. Lesson Plan: Investment Models

    • Resource ID: 11965
    • Grade Range: 10, 11, 12
    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.
  8. Lesson Plan: Credit History and Ratings

    • Resource ID: 11848
    • Grade Range: 9, 10, 11, 12
    In this lesson, students will be introduced to credit scores, reports, and ratings. Through this lesson, students will explore the importance of their personal credit score and identity theft protection.
  9. Lesson Plan: Interpreting Financial Information

    • Resource ID: 11967
    • Grade Range: 10, 11, 12
    This lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.
  10. Lesson Plan: Advertising Media

    • Resource ID: 11544
    • Grade Range: 9, 10, 11, 12
    In this lesson, the students will learn and understand that Advertising is a paid-for form of communication. The students will also learn about different types of media used in advertising.
  11. Lesson Plan: Regulating the Securities Industry

    • Resource ID: 11959
    • Grade Range: 10, 11, 12
    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.