1. 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...
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.