Let’s Bear Down And Solve
Our Financial Problems!!!
Problem Solving Through Improving
Your Financial Position.
Our economy strives on people in the
financial industry making pertinent decisions
about the prime interest rate and other
factors that affect our economy and the
international market money. The risk
factors involved in building an investment
portfolio is immense. The students will learn
that the quality of a decision can have a
negative or positive impact on their financial
How Do We Invest Wisely For
What is economics and What are savings accounts,
how does this subject checking accounts, mutual
funds, bonds, certificates of
affect investments? deposit, stocks, interest, trust
How do we define assets funds and investment
and liability? portfolio?
How do I organize and give
Why is assets and my portfolio a professional
liability important to you look?
as a person that is How can I keep up with
maintaining a portfolio? what’s happening in the
How can we identify financial world?
financial papers? Can we graph our financial
position at any point and
Credit/Debit Accounts Stocks Profit Margin
Asset/Liability Cash Income Statement Return On
Balance Sheet Investment
Revenue Certificate of Banks Interest
Expense Deposit Principal
Owner Equity Savings Account Investment Interest Rate
Accounts Mutual Funds Profit Net Income
The National Business Conference have
decided to have your business present, “How
to Build a Successful Portfolio?”
Your team will take on the roles of:
Cash Flow Manager
Director of Finance
Create and maintain a portfolio showing
evidence of self-assessment, best work, and
Your team will be given $200,000 to create
You will present your financial data and show
the solvency of your business.
Surf the internet.
Reources: internet, teacher, newspaper and
magazines, text books.
Australia Belgium Brazil Canada
(Dollar) (Franc) (Real) (Dollar)
China Finland France Germany
(Yuan) (Mark) (Franc) (Mark)
Greece Hong Kong India Ireland
(Drachma) (Dollar) (Rupee) (Punt)
Israel Italy Mexico Netherlands
(Shekel) (Lira) (Peso) (Guilder)
New Zealand Philippines Poland South
(Dollar) (Peso) (Zloty) America(Rand)
Spain Sweden Switzerland
2/7/2011 (Krona) (Franc)
Foreign Exchange Game
Define Vocabulary Words
Things to do to get started with
Read passages on various ways to invest.
Examine the value of your investments on a
Research the companies and different funds
that you are considering making part of your
Question your teacher on how you would
know the difference between a positive or
negative read on an investment.
Observe and analyze what’s happening in the
financial industry and make transactions with
your finances as you see necessary.
Categorize your transactions as assets or
Your team should assess individual
assignments as a whole and determine how
each portion should be integrated into the big
90 Build your
80 investment portfolio.
70 Create a graph to
60 demonstrate the
financial position of
40 West your business.
30 North Construct Financial
Create a PowerPoint
1st 2nd 3rd 4th presentation for
Qtr Qtr Qtr Qtr conference use.
Communication with Peers!
Report published financial statements to
Persuade audience that your business is
Present PowerPoint Presentation.
How Will We Be Graded!
You must demonstrate different investment
formulas that proves if your company is
solvent or insolvent.
Your peers will critique your portfolio.
Your peers will judge and analyze if this
company is worth investing their personal
A mathematics rubric.
An oral presentation rubric.
Grades you received on the prior activities.
Let’s Down and do a
Ms. E. Thompson
Walt Disney Magnet School
8th Grade Mathematics
2001-2002 Finance Project