Banking, Investing, and Insurance

Homework: Review Notes

Opening

(I Do)

Standards

FIN-BII-5

Demonstrate an understanding of basic investment principles, including the importance of investment planning and establishing financial goals.

Learning Target(s) related to the standard(s)

• I can identify the differences between savings and investing
• I can calculate rate of return
• I can calculate the rule of 72
• I can identify the risk associate with various bonds and differences in yield
• I can describe the process of buying and selling securities
• I can identify a variety of information concerning securities 

Success Criteria

·         I can explain situations where it is more advantageous to be saving or investing

•  I can use rate of return calculations to determine the best investment opportunity
• I can use the rule of 72 to estimate the time and % needed for my money to double

·         I can use what I have learned to purchase and sell actual securities in real time on our Marketwatch.com stock simulation

·         I can use the information I find on securities to determine the best investment for my current portfolio

Introduction/Connection/Direct Instruction

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• Daily 10 – see overhead projector, prepare to share/discuss
• Investment Principles Notes
• Understanding Bonds
• Understanding the Stock Market

Work Period

(We Do, You Do)

Guided Practice

Collaborative Practice

Indepdendent Practice

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·         Intro to Market Watch/Stock Market Simulaiton and Guided Practice

• Rate of Return
• Rule of 72

·         Debt vs. investment scenarios, what to do with your money

• Rate of return on investments
• Using the rule of 72
• Investment scenarios, choosing the smartest option

·         Begin ongoing, real time stock market simulation (The Stock Market Game)

Differentiation

• Individual and small group work
• Collaborative pairs
• Printed handouts where needed

·         Separate assignments for students

Formative/Summative Assessments

(We Check)

Assessment Uses/Strategies

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•             Students will have an ongoing assessment to check for Employability Skills.

Closing

(We Check)

Summarize/Share

•             TOTD

Schoolwide Instructional Focus

Literacy (Reading and Writing)

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Every Monday and Wednesday I require my students to read and business or finance related current event. They then write a short summary and opinion on the article and share with the class.

Attachments:

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