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II. Course Description
This semester course explores the securities markets and their role in the American economic system. As the
highlight of the course, students have the opportunity to participate in a NYSE simulation. In addition to
learning the basics of investing students examine various investment strategies and build portfolio management
III. Course Objectives
1. Students will understand the advantages of foregoing consumption for saving and investing.
2. Students will list the different types of investment tools available to them.
3. Students will identify the different forms of businesses in the U.S. and explain how each obtains capital.
4. Students will build and use a strong investment vocabulary.
5. Student will understand how securities markets operate.
6. Students will understand how stock prices are determined and what events may change stock prices.
7. Students will demonstrate how to choose investments that help reach their financial goals.
8. Students will classify stocks.
9. Student will demonstrate how to build and maintain a stock portfolio.
10. Students will analyze market indexes and other economics indicators.
11. Students will demonstrate how to research a firm.
12. Students will understand corporate structure and how to operate within corporate structure.
13. Students will understand how the NYSE affects the economy as a whole.
IV. Course Outline
Chapter One: The Risk and Rewards of Investing.
This is an examination of available investment vehicles and why it is wise to forego consumption and start
Chapter Two: Firms and Capital
A study of the three main forms of business and how each obtains capital.
Chapter Three: Stock Market Meat
Building an investment vocabulary
How the stock markets works
Making money buying and selling stocks
Choosing a stock
Classification of stocks
Building a stock portfolio
Chapter Four: Researching a Firm
Where to find information on corporations
How to read an annual report
P/E and other Ratios
Chapter Five: The Big Picture
The Dow and other Averages
Government Regulations and Securities Markets
Chapter Six: The Bigger Picture
Investing and the economy
Chapter Seven: Market Analysis
This is a weekly presentation of newsworthy events in assigned area of expertise.
Chapter Eight: Funding American Business through the Decades
Students write and present a historical analysis paper about their assigned decade in NYSE history.
Chapter Nine: Stock Market Game
V. Material Needed by student
A. A Three ring notebook binder at least 1 ½”
1. Nine partitions for chapters 1-9
2. Class notes and work is organized in date order.
VI. Grading policy
A. Point system (estimates)
1. Daily Class assignments and homework: 5 points.
a.5 points: Excellent work; all questions answered correctly using
b. 4 points: Good work; most questions answered correctly using
c. 3 points: Mediocre work; many incorrect answers and incomplete
d. 2 points: Poor work; incomplete, wrong answers and incomplete sentences.
2. The Stock Market Game: TBA
3. Market Analysis Presentation and Bulletin Board: TBA
a. Due for five minute presentation every Thursday and Friday
b. All facts must be APA cited
c. Newsworthy facts must be as recent as 5 days
d. Review is to be filed in chapter seven of notebook.
4. History of NYSE report and presentation (TBA)
5. Quizzes and tests: 20-100 points
6. Periodic Notebook check: 20 points
B. Absentee Make-up work
1. Unexcused late work is not accepted.
2. See website for daily lessons and assignments.
3. All absentee make-up work must be submitted the day
of returning to school after an absence. Exceptions are permitted with my approval
prior to returning to school.
4. All absentee make-up work must have the date of absence marked on it.
VII. Best Practices
A. Lectures, debates, class discussion, and group activities
B. Multimedia presentations
D. The Stock Market Game
VIII. Rules and expectations
This course is a junior-senior elective, students are expected to act accordingly. Students are expected to come to class
with reading and assignments completed; prepared to discuss and participate in class
A. Class rules
1. Must remain in dress code at all times.
2. No food, drinks, or candy.
3. Must be in seat ready to engage by the late bell
4. One person talks at a time.
5. Raise your hand to be recognized.
6. Remain in seat at all times.
7. Must fill out and ask me to sign you hallway passport.
8. 6-minute time limit on hall pass.
9. Follow all group activity and debate rules
10. Always practice common courtesy.
11. Never disrupt another’s opportunity to learn.
B. Consequences for persistent disruption of class:
1. verbal warning
2. Phone call home
3. Conference with parent/guardian
5. Out-of class suspension (0 on all assignments)
C. My commitment to you:
1. Assignments are meaningful towards reaching expressed objectives.
2. Assignments and tests will be returned to you in a timely and effective fashion.
3. Feedback will be provided with returned assignments and tests.
4. Everybody will receive an opportunity to express his or hers ideas and opinions.