presented by michael a. goldberg, martingrove ci, tdsb ([email protected])

Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011

Financial Securities

Think TankT T

Presented by Michael A. Goldberg, Martingrove CI, TDSB

([email protected])

Bilal Mirza, Marc Garneau CI, TDSB([email protected])

April 20, 2012


Think TankT T



Think TankT T Agenda

1. Introduction2. Why Does This Course Exist?3. An IDC Course4. Introducing IDC4U in Your

School5. Course Outline & Structure6. Assignment Samples7. Resources



Think TankT T 2. Why Does This Course Exist?

• Business Curriculum• Market for a 4U Course• A Committee of People

– Teachers, Board Coordinator, and Ministry Reviewers

• Financial Literacy• Interest from Students



Think TankT T 3. An IDC Course

• Approved as an Interdisciplinary Course• great thinkers were all interdisciplinary –

Pascal, Descartes, Locke, Shakespeare • global world - interconnected and

interdependent• new areas of study with innovation and

insight• locally developed courses• Tidbit: IDCs are very popular in the US

– U. of Waterloo – new degree in IDC!




• Definition:

• “the term interdisciplinary is used to describe an approach to learning and knowledge that integrates and benefits from the understanding and application of the approaches of different subjects and disciplines”

Source: The Ontario Curriculum: Grades 11 and 12. Interdisciplinary Studies. Page 4.




Positives• Student-centered• Unique experience• Knowledge from

various disciplines• May create a “U” or

“O” level course• More options for

students• May be adapted from

school to school

Negatives• A lot of work for the

writing group• Need to test the

course for a few years

• The right teacher may be hard to find

• Limitation:– 1 3O– 1 4O– 1 4U



Think TankT T 4. Introducing IDC4U in Your School

• May create more sections for the business studies department

• Opportunity for professional development

• Work in collaboration with others• Opportunity to write other

interdisciplinary courses• Empowers students and teachers



Think TankT T Personal Insights and Opinions

• Tremendous exposure to students• Develops and enhances financial

literacy and numeracy skills• One of the most popular grade 12

option courses in the school• Created assignments, case studies,

tests, and activities• Invite several guest speakers



Think TankT T 5. Course Outline & Structure

• Unit 1: Background Information and Economics– 3 to 4 assignments, 1 major assignment, 1 test– Major assignment – presentation

• Unit 2: Fundamental Investment Concepts– 3 to 4 assignments, 1 major assignment, 1 test– Major assignment – case study – write a report

• Unit 3: Risk and Return– 3 to 4 assignments, 1 major assignment, 1 test– Major assignment – case study – write a report

• Unit 4: Corporations and Financial Statements– 3 to 4 assignments, 1 major assignment, 1 test– Major assignment – financial analysis of a company

• Unit 5: Portfolio Management– Financial securities portfolio – Investor Education Fund

• Unit 6: Career Opportunities in Finance



Think TankT T IDC Approach to Financial Securities

• Expectations taken from the following:

•Economics•Data Management•Accounting•Entrepreneurship•Law•Others – Marketing, Management, etc



Think TankT T 1. Research

• Library visit• 10 Stock Research Project



Think TankT T 2. Taxation

• Prepare a tax return• Use the CRA resource Teaching Taxes

– Updated every year



Think TankT T 3. Macroeconomics

• Overview of Macroeconomic theories

• Study of financial disasters and what has been learned from each

• Economist/Financial Guru Profile and Presentation

Milton Friedman

Source: (http://search.nobelprize.org/search/nobel/?q=milton+friedman&i=en&x=0&y=0, December 3, 2008)



Think TankT T 4. Financial Analysis

• Financial Statement introduction• Key Ratios• Ratio Analysis Poster

– compare 14 ratios of 4 companies within an industry and throw it all in a poster!



Think TankT T 5. Fixed Income & Equity-Based Securities

• Stock market simulation• Eg. WLU Stock Market Competition



Think TankT T 6. The Financial Plan (Summative Evaluation)

• Create a financial plan for a real person• Create a profile (including risk tolerance

level asset allocation mix)• Pick 4 investments• Spend 4-6 weeks tracking performance• Company report• Reflection • IEF Competition!



Think TankT T 7. Ethics and Investing

• Case Studies• eg. Fair Play• Guest Speakers

Source: (http://investored.ca/en/TeachersResources/fairplay/Pages/fair_play_resource_guide.aspx, December 3, 2008)

http://investored.ca/en/TeachersResources/fairplay/Pages/fair_play_resource_guide.aspx



Think TankT T Web-based Resources

• Bank of Canada http://www.bankofcanada.ca/en/

• Inflation Calculator http://www.bankofcanada.ca/en/inflation_calc.htm

http://www.bankofcanada.ca/en/



http://www.bankofcanada.ca/en/inflation_calc.htm

http://www.bankofcanada.ca/en/inflation_calc.htm





Google Finance http://www.finance.google.ca/finance

http://www.finance.google.ca/finance

http://finance.google.ca/finance




Investor Education Fund http://www.getsmarteraboutmoney.ca/




The Montreal Derivatives Exchange http://www.me.org/




MoneySense magazine http://www.moneysense.ca/




• SEDAR http://www.sedar.com/homepage_en.htm

• EDGAR http://www.sec.gov/edgar.shtml




Business News Network http://bnn.ca




Twitter!



Think TankT T Feedback

• Please take a moment to provide some feedback

• Thanks for your time!


Think TankT T

presented by michael a. goldberg, martingrove ci, tdsb ([email protected])

Documents

interdisciplinary studies

financial statements3

idc courseapproved

financial analysisfin

idc coursedefinition

schoolcreated assignments

interdisciplinary pascal

case studies