College Introduction to Investment July 2011 by Tqurg9

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									Nebraska Programs of Study Portal



  College Introduction to Investment
  Course Description
  This course is a college course is part of the Millard Finance Academy. This course presents an introductory review of investment concepts and theory including analysis of
  individual investments, stocks, bonds, mutual funds, security markets, and portfolio management.
  Course Code: XXXXXX
  Program(s) of Study to which This Course Applies
     Nebraska Academies


                                                                                                            Academic                  Academic
                                                                                    Reference             Crosswalk to               Crosswalk to
                          Course Framework                                                                                                                      Comments
                                                                                    Standards             Common Core                 Nebraska
                                                                                                           Standards                  Standards
  Standard 1. Students will demonstrate comprehension of the
                                                                                    MCC FINA 2100
  investment environment.
                                                                                                           ELA.SL.11-12.1                 LA.12.3.3.a      The depth of students’
  Benchmark 1.1 Investigate various investment vehicles (explaining specific                                                                               investigations, and thus the
                                                                                                         ELA.WHST.11-12.7-9              LA.12.4.1.a-c     research standards that apply,
  advantages, disadvantages, and use of each), and discuss their role in the
                                                                                    MCC FINA 2100                                         LA.12.1.6.j      will be determined by the
  investment process relative to domestic and foreign markets.                                                                                             nature of the task (CC:
                                                                                                                                                           ELA.WHST.11-12.7–9; NE:
                                                                                                                                                           LA.12.4.1.a–c, LA.12.1.6.j).
                                                                                                         ELA.WHST.11-12.2.b              LA.12.2.1.b       When students describe
                                                                                                                                                           information or ideas, they
                                                                                                           ELA.SL.11-12.4                LA.12.3.1.a       communicate their knowledge
                                                                                                                                                           through either speaking or
                                                                                                                                                           writing. To demonstrate full
  Benchmark 1.2 Describe the purpose and process of establishing an                                                                                        knowledge on the topic,
  investment plan.                                                                  MCC FINA 2100                                                          students’ presentations must
                                                                                                                                                           include all the main ideas and
                                                                                                                                                           relevant details on the subject
                                                                                                                                                           (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                           ELA.SL.11-12.4; NE:
                                                                                                                                                           LA.12.2.1.b, LA.12.3.1.a).




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  Benchmark 1.3 Discuss the function, purpose, and regulation of financial                              ELA.SL.11-12.1              LA.12.3.3.a
  markets, financial institutions, and the financial services industry.               MCC FINA 2100

  Benchmark 1.4 Analyze the availability and value of investment                                        ELA.SL.11-12.1              LA.12.3.3.a
  information and discuss effective utilization of Internet investment
                                                                                      MCC FINA 2100
  resources.

  Standard 2. Students will analyze the investment environment by
                                                                                      MCC FINA 2100
  identifying important conceptual tools.
                                                                                                      ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                  information or ideas, they
                                                                                                        ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                  through either speaking or
                                                                                                                                                  writing. To demonstrate full
  Benchmark 2.1 Explain how the various types of risk related to investment                                                                       knowledge on the topic,
  alternatives are quantified.                                                        MCC FINA 2100                                               students’ presentations must
                                                                                                                                                  include all the main ideas and
                                                                                                                                                  relevant details on the subject
                                                                                                                                                  (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                  ELA.SL.11-12.4; NE:
                                                                                                                                                  LA.12.2.1.b, LA.12.3.1.a).

                                                                                                         MTH.A.SSE.1                MA.12.1.3.a   Alignments presume that
                                                                                                                                                  students will use algebraic
                                                                                                                                    MA.12.3.2.a   equations to determine
  Benchmark 2.2 Determine investment alternatives based on time value of
                                                                                                                                                  investment alternatives, and be
  money utilizing calculations.                                                       MCC FINA 2100                                               able to interpret the equations
                                                                                                                                                  in terms of the variables in
                                                                                                                                                  context (CC: MTH.A.SSE.1;
                                                                                                                                                  NE: MA.12.3.2.a).
                                                                                                         MTH.A.SSE.1                MA.12.1.3.a   Alignments presume that
                                                                                                                                                  students will use algebraic
                                                                                                                                    MA.12.3.2.a   equations to calculate the
  Benchmark 2.3 Calculate the estimated return utilizing the capital asset
                                                                                                                                                  estimated return and be able to
  pricing model (CAPM).                                                               MCC FINA 2100                                               interpret the equations in terms
                                                                                                                                                  of the variables in context (CC:
                                                                                                                                                  MTH.A.SSE.1; NE:
                                                                                                                                                  MA.12.3.2.a).
  Benchmark 2.4 Discuss how economic information and concepts should                                    ELA.SL.11-12.1              LA.12.3.3.a
  be integrated with the investment process.                                          MCC FINA 2100

  Standard 3. Students will describe the key components of common
                                                                                      MCC FINA 2100
  stock investments.
  Benchmark 3.1 Explain the basic features and characteristics of common              MCC FINA 2100   ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain




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Nebraska Programs of Study Portal


  stock investments.                                                                                  ELA.SL.11-12.4              LA.12.3.1.a   information or ideas, they
                                                                                                                                                communicate their knowledge
                                                                                                                                                through either speaking or
                                                                                                                                                writing. To demonstrate full
                                                                                                                                                knowledge on the topic,
                                                                                                                                                students’ presentations must
                                                                                                                                                include all the main ideas and
                                                                                                                                                relevant details on the subject
                                                                                                                                                (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                ELA.SL.11-12.4; NE:
                                                                                                                                                LA.12.2.1.b, LA.12.3.1.a).

  Benchmark 3.2 Discuss the types and uses of common stock investments.                               ELA.SL.11-12.1              LA.12.3.3.a
                                                                                    MCC FINA 2100
                                                                                                    ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                information or ideas, they
                                                                                                      ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                through either speaking or
                                                                                                                                                writing. To demonstrate full
  Benchmark 3.3 Explain the analytical dimensions of stock selection and                                                                        knowledge on the topic,
  the role of technical analysis.                                                   MCC FINA 2100                                               students’ presentations must
                                                                                                                                                include all the main ideas and
                                                                                                                                                relevant details on the subject
                                                                                                                                                (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                ELA.SL.11-12.4; NE:
                                                                                                                                                LA.12.2.1.b, LA.12.3.1.a).

                                                                                                           N/A                    MA.12.1.3.d   Alignment presumes that
                                                                                                                                                students will select and apply a
  Benchmark 3.4 Apply various quantitative stock valuation models and                                                                           method of computation (stock
  methods when determining how a stock should be valued.                            MCC FINA 2100                                               valuation models and methods)
                                                                                                                                                to determine how a stock
                                                                                                                                                should be valued (NE:
                                                                                                                                                MA.12.1.3.d).
  Standard 4. Students will compare and contrast fixed-income
  security investments, preferred stock, and convertible securities.                MCC FINA 2100

                                                                                                    ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                information or ideas, they
                                                                                                      ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                through either speaking or
  Benchmark 4.1 Explain the basic features and characteristics of fixed-                                                                        writing. To demonstrate full
  income securities, preferred stock, and convertible securities.                   MCC FINA 2100                                               knowledge on the topic,
                                                                                                                                                students’ presentations must
                                                                                                                                                include all the main ideas and
                                                                                                                                                relevant details on the subject
                                                                                                                                                (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                ELA.SL.11-12.4; NE:



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Nebraska Programs of Study Portal

                                                                                                                                                LA.12.2.1.b, LA.12.3.1.a).

  Benchmark 4.2 Discuss the types and uses of fixed-income securities,                                ELA.SL.11-12.1              LA.12.3.3.a
  preferred stock, and convertible securities.                                      MCC FINA 2100

                                                                                                    ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                information or ideas, they
                                                                                                      ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                through either speaking or
                                                                                                                                                writing. To demonstrate full
  Benchmark 4.3 Explain the behavior of market interest rates and the                                                                           knowledge on the topic,
  pricing of bonds.                                                                 MCC FINA 2100                                               students’ presentations must
                                                                                                                                                include all the main ideas and
                                                                                                                                                relevant details on the subject
                                                                                                                                                (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                ELA.SL.11-12.4; NE:
                                                                                                                                                LA.12.2.1.b, LA.12.3.1.a).

                                                                                                           N/A                    MA.12.4.2.a   Alignment presumes that
  Benchmark 4.4 Analyze various quantitative measures when assessing                                                                            students will evaluate
                                                                                                                                                conclusions using graphs and
  bond yields and returns.                                                          MCC FINA 2100                                               summary statistics when
                                                                                                                                                analyzing quantitative
                                                                                                                                                measures (NE: MA.12.4.2.a).
  Standard 5. Students will determine the critical components of
  successful portfolio management.                                                  MCC FINA 2100

  Benchmark 5.1 Discuss the principles of portfolio planning including                                ELA.SL.11-12.1              LA.12.3.3.a
  management and measurement concepts.                                              MCC FINA 2100

                                                                                                    ELA.WHST.11-12.2.b            LA.12.2.1.b   When students describe
                                                                                                                                                information or ideas, they
                                                                                                      ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                through either speaking or
                                                                                                                                                writing. To demonstrate full
  Benchmark 5.2 Describe how an individual investor formulates a portfolio                                                                      knowledge on the topic,
  plan and determine the role of a professional portfolio manager.                  MCC FINA 2100                                               students’ presentations must
                                                                                                                                                include all the main ideas and
                                                                                                                                                relevant details on the subject
                                                                                                                                                (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                ELA.SL.11-12.4; NE:
                                                                                                                                                LA.12.2.1.b, LA.12.3.1.a).

                                                                                                    ELA.WHST.11-12.2.b            LA.12.2.1.b   When students describe
  Benchmark 5.3 Describe how an individual investor assesses portfolio
                                                                                    MCC FINA 2100     ELA.SL.11-12.4              LA.12.3.1.a
                                                                                                                                                information or ideas, they
  performance and determines when to make portfolio changes.                                                                                    communicate their knowledge




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Nebraska Programs of Study Portal

                                                                                                                                                   through either speaking or
                                                                                                                                                   writing. To demonstrate full
                                                                                                                                                   knowledge on the topic,
                                                                                                                                                   students’ presentations must
                                                                                                                                                   include all the main ideas and
                                                                                                                                                   relevant details on the subject
                                                                                                                                                   (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                   ELA.SL.11-12.4; NE:
                                                                                                                                                   LA.12.2.1.b, LA.12.3.1.a).

  Benchmark 5.4 Explore various investment strategies and explain the                                         N/A                       N/A
  application of asset allocation and portfolio diversification in portfolio
                                                                                       MCC FINA 2100
  management.

  Standard 6. Students will identify the basic investment concepts
  related to derivative securities.                                                    MCC FINA 2100

                                                                                                       ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                   information or ideas, they
                                                                                                         ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                   through either speaking or
                                                                                                                                                   writing. To demonstrate full
  Benchmark 6.1 Explain the basic features and characteristics of put and                                                                          knowledge on the topic,
  call options.                                                                        MCC FINA 2100                                               students’ presentations must
                                                                                                                                                   include all the main ideas and
                                                                                                                                                   relevant details on the subject
                                                                                                                                                   (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                   ELA.SL.11-12.4; NE:
                                                                                                                                                   LA.12.2.1.b, LA.12.3.1.a).

  Benchmark 6.2 Discuss various hedging and options strategies.                                          ELA.SL.11-12.1              LA.12.3.3.a
                                                                                       MCC FINA 2100
                                                                                                       ELA.WHST.11-12.2.b            LA.12.2.1.b   When students explain
                                                                                                                                                   information or ideas, they
                                                                                                         ELA.SL.11-12.4              LA.12.3.1.a   communicate their knowledge
                                                                                                                                                   through either speaking or
                                                                                                                                                   writing. To demonstrate full
  Benchmark 6.3 Explain the basic features and characteristics of warrants                                                                         knowledge on the topic,
  and discuss how warrants are utilized by investors.                                  MCC FINA 2100                                               students’ presentations must
                                                                                                                                                   include all the main ideas and
                                                                                                                                                   relevant details on the subject
                                                                                                                                                   (CC: ELA.WHST.11-12.2.b,
                                                                                                                                                   ELA.SL.11-12.4; NE:
                                                                                                                                                   LA.12.2.1.b, LA.12.3.1.a).

  Benchmark 6.4 Analyze the risk and return potential associated with put              MCC FINA 2100          N/A                       N/A


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Nebraska Programs of Study Portal


  and call options and warrants.

  Reference Standards Sources
       MCC = Metro Community College, Introduction to Investments FINA 2100
  Contributors
  Secondary: Don Gilpin – Plattsmouth Community Schools, Jamie Robinson – Millard Public Schools, John Schultz – Omaha Public Schools, Ramona Schoenrock – Columbus
  Public Schools
  Postsecondary: Sheryl Piening Keller – Southeast Community College
                                   Creation date: July 2011
                                   Approval date:
                                   Revision date (if changes made after final draft):




  Other Information
      Suggestions for innovative   
      teaching and learning
      strategies:
      Related assessments:         

      Extended learning               FBLA
      opportunities:                  DECA




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