Banking, Investing, and Insurance

Homework: Review Notes

Opening

(I Do)

Standards

FIN-BII-6

Demonstrate an understanding of investment instruments and their proper use in financial planning, retirement planning, estate-planning and wealth management.

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

• I can identify key factors that determine the quality of a stock
• I can identify the advantages and disadvantages of mutual funds and index funds
• I can identify key factors that determine the quality of a mutual fund
• I can understand the impact of taxes and estate planning on my future wealth
• I can effectively trade stocks

Success Criteria

·         I can pick the quality, low cost Index Funds and Mutual Funds

·         I can determine the best investment vehicle for my Index Funds and Mutual Funds

·         I can explain the tax implications of various retirement options

·         I can create a plan to start effectively managing my wealth now

Introduction/Connection/Direct Instruction

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• Daily 10 – see overhead projector, prepare to share/discuss
• Understanding Stocks
• Mutual Funds
• Retirement Planning
• Estate Planning

Work Period

(We Do, You Do)

Guided Practice

Collaborative Practice

Indepdendent Practice

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• What to look for in a good stock and where to find them.
• How to buy and sell stocks.

·         Using rate of return to compare mutual fund and stock performance to S&P 500.

• Ongoing Stock Market Game Simulation
• Mutual Fund Project
• Retirement Project

·         Estate Planning

Differentiation

• Individual and small group work
• Collaborative pairs

·         Printed handouts where needed

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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