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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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Nebraska Programs of Study Portal
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
Last revised September 15, 2012 Page 2
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
Last revised September 15, 2012 Page 6
