Financial Investments Full Semester Course *NEW 2024*

Financial Investments Full Semester Course

Unit Titles, Modules, and Overview

Unit 1: Financial Fundamentals

Module 1: Introduction to Personal Finance

• Definition of Money
• Keys to Financial Success
• Compounding
• Rule of 72

Module 2: Saving Strategies

• Purpose of Saving and Ways to Save
• PYF Principle
• Characteristics of Savings Vehicles
• Types of Savings Vehicles

Module 3: Understanding Investments

• Purpose of Investing
• Characteristics of Investing
• Investment Vehicles

Module 4: Investment Risk Management

• Diversification
• Relative Risk Pyramid
• Beta, Value at Risk (VaR), Standard Deviation

Unit 2: Exploring the Stock Market

Module 1: Basics of Stocks

• Definition of a Stock
• Why a Company Sells Stock
• Definition of Stockholders/Shareholders
• Types of Capital Gains
• Dividends

Module 2: Stock Market Operations

• Types of Stocks
• Stock Prices
• Bears, Pigs, and Bulls
• Role of the SEC

Module 3: Stock Market History and Analysis

• History of the Stock Market
• Approaches to Choosing Stocks
• Different Stock Markets
• Market Indices

Module 4: Understanding Key Financial Metrics and Stock Trading

• Examining a Company's Financials
• EPS and P/E Ratio
• ROE and Beta
• Buying Stocks

Unit 3: Finance and Cryptocurrency

Module 1: Understanding Financial Reports

• Introduction to Annual Reports
• Major Components of Annual Reports
• Analyzing Financial Statements
• Income Statement, Balance Sheet, Cash Flow Statement

Module 2: Exploring Investment Basics

• Importance of Investing
• Types of Mutual Funds
• Net Asset Value (NAV)

Module 3: Building Your Financial Future

• Types of Investments for Teens
• 401ks and IRAs
• Tax Consequences and Strategies

Module 4: Cryptocurrency 101

• What is cryptocurrency?
• How cryptocurrency works
• Decentralized cryptocurrency systems
• Arguments against cryptocurrency

Unit 1: Financial Fundamentals

Module 1: Introduction to Personal Finance

23-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Compounding Interest Activity

•  An answer key is provided.

The History of Money Activity

• An answer key is provided.

Module 2: Saving Strategies

21-slide PowerPoint

Note Guide to go along with the PowerPoint.

20-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Crafting a Savings Plan Activity

•  An answer key is provided.

Types of Savings Vehicles Activity

• An answer key is provided.

Module 3: Understanding Investments

23-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Investing vs. Trading Activity

•  An answer key is provided.

Understanding Inflation Activity

• An answer key is provided.

Module 4: Investment Risk Management

23-slide PowerPoint

Note Guide to go along with the PowerPoint.

20-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Diversification and Risk Activity

•  An answer key is provided.

Lessons from Enron and Beyond Activity

• An answer key is provided.

Unit 1 Cumulative Project – Birthday Stocks

Objective: Students will be able to track the performance of 10 publicly traded companies over a specific period, the project aims to teach fundamental investment concepts, research skills, and the ability to make informed decisions about investing in stocks.

Project Overview: This project focuses on tracking the performance of 10 publicly traded companies over time to teach students fundamental investment concepts and research skills. They will select these companies, gather historical stock data, and learn to evaluate past performance. Additionally, students will gain practical insights into personal finance by assessing investment returns and making informed conclusions about the best-performing stocks.

What’s Included:

• Student Guide
• 3-day Teacher Pacing Guide
• Project Rubric
• Day 1 Worksheet
• Day 2 Worksheet
• Day 2 Spreadsheet with a teacher’s copy
• Stock Report Outline

Unit 2: Exploring the Stock Market

Module 1: Basics of Stocks

23-slide PowerPoint

Note Guide to go along with the PowerPoint.

20-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Capital Gains and Dividends Activity

•  An answer key is provided.

History of the Stock Market Information Activity

• An answer key is provided.

Module 2: Stock Market Operations

20-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Blue Chip Stock Research Activity

•  An answer key is provided.

Bullish vs. Bearish Activity

• An answer key is provided.

Module 3: Stock Market History and Analysis

24-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Index Research Activity

•  An answer key is provided.

Short Selling Activity

• An answer key is provided.

Module 4: Understanding Key Financial Metrics and Stock Trading

19-slide PowerPoint

Note Guide to go along with the PowerPoint.

20-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Earnings Per Share Activity

•  An answer key is provided.

Price to Earnings Ratio Activity

• An answer key is provided.

Reading a Stock Table Activity

• An answer key is provided.

Unit 2 Cumulative Project – Stock Market Prediction

Objective: By the end of this project, students will have analyzed the past year's performance of four sectors and made predictions about market movements in the next 6-12 months.

Project Overview: Students will embark on an exciting journey to explore the world of stock market analysis. Over six days, they will delve into the performance of four key sectors: Technology, Healthcare, Energy, and Finance, over the past year. Their goal is to make informed predictions about market movements in the next 6-12 months. Each day is dedicated to a specific sector, where they will conduct research, complete worksheets, and ultimately craft a presentation summarizing their findings. This project promises to develop their analytical skills and provide hands-on experience in market prediction.

What’s Included:

• Student Guide
• 6-day Teacher Pacing Guide
• Project Rubric
• Day 1 Worksheet
• Day 2 Worksheet
• Day 3 Worksheet
• Day 4 Worksheet
• Day 5 Presentation Guide

Unit 3: Finance and Cryptocurrency

Module 1: Understanding Financial Reports

21-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Annual Reports Activity

•  An answer key is provided.

Balance Sheet Analysis Activity

• An answer key is provided.

Module 2: Exploring Investment Basics

21-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Comparing Mutual Funds Activity

•  An answer key is provided.

Understanding Mutual Funds Activity

• An answer key is provided.

Module 3: Building Your Financial Future

22-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

Understanding the 401k Activity

•  An answer key is provided.

Understanding the IRA Activity

• An answer key is provided.

Module 4: Cryptocurrency 101

23-slide PowerPoint

Note Guide to go along with the PowerPoint.

15-Question Assessment

•  An answer key is provided.

Word Search Activity

•  An answer key is provided.

What is Cryptocurrency Activity

•  An answer key is provided.

Cryptocurrency Debate Activity

• An answer key is provided.

Unit 3 Cumulative Project – Create Your Own Mutual Fund

Objective: Empower students with practical knowledge of financial markets, mutual funds, and asset management.

Project Overview: In the "Create Your Own Mutual Fund" project, students embark on an exciting journey into the world of finance. Their mission is to craft and manage their very own mutual fund, gaining invaluable hands-on experience along the way.

What’s Included:

• Student Guide
• 5-day Teacher Pacing Guide
• Project Rubric
• Day 1 Worksheet with answer key
• Day 2 Worksheet
• Day 3 Worksheet with sample answer
• Presentation Guide

Additional Resources:

Semester-long Investment Game

Objective: Gain practical experience in investment strategies and financial decision-making through active participation in the Investopedia Investment Game.

Game Overview: In this semester-long investment game on Investopedia, students will use virtual money to actively participate in the world of investments. Their goal is to maximize their portfolio's performance by making strategic investment decisions The game provides a hands-on opportunity for students to learn and apply investment concepts, while teachers can use it as a basis for classroom discussions and teaching various financial principles.

What’s Included:

• Game Overview
• Student Directions
• Teacher Set Up Directions
• Weekly Trade Summary Report
• Useful Links

Final Exam

75 multiple-choice questions

• An answer key is provided.

Please note: if an answer key is provided it will be stated in the description.

Each document is fully editable, therefore you can remove or add anything you want! Assignments can also be easily converted to Google Docs/Sheets/Slides and used in Google Classroom.

Product names, logos, brands, links, articles, and other trademarks featured or referred to within this course are the property of their respective trademark holders. These trademark holders are not affiliated with Strictly Business Education LLC., nor do they sponsor or endorse the contents, materials, or processes discussed within this course.