CONTENT

PERFORMANCE

CA 3, 4, & 6

1.1, 1.2, 1.4, 1.5, 1.8, & 1.10

MA 1 & 5

2.7 & 3.8

SS 4 & 7

4.5

Number

Lesson Summary

Standards

Standards

1

Students participate in a Stock Market Quiz, calculate team points, summarize information learned, and then decide how to invest a hypothetical inheritance of $100,000, weighing the costs and benefits involved, and explaining their decision.

CA4

4.1

2

Students learn about different types of business organization. In a role-playing activity, they offer advice to people interested in beginning or expanding businesses. They also construct and interpret a circle graph.

CA6

3.5

3

Students explain that a stock is a share of ownership in a business. They also explain that a company’s risk is assumed by those who own it, as well as a share of a company’s profit.

Students then make decisions about stock ownership, weighing expected costs and benefits.

CA4

3.5

4

Students identify characteristics of a market, and then of a market system. They also illustrate how markets channel self-interested behavior into social cooperation, and finally analyze how markets work.

CA3

4.1

5

Students learn about what a stock market is and how it functions in the economy. They simulate stock trading through role-playing.

CA6

2.1

6

Students describe how changes in a stock’s price influence the number of shares people want to buy or sell. Given a table showing demand and supply data for a stock, student determine the stock equilibrium price.

MA3

1.10

7

Students read and interpret information about stock prices in the financial section of a daily newspaper.

CA3

1.10

8

Students calculate the gains and losses earned by buyers and sellers.

MA1

1.6

9

Students describe the difference between a bull and bear market. They explain the technique of buying on margins and of selling short. Students analyze the rewards and risks of selling short and buying on margin.

MA1

1.10

10

Students graph data about characteristics of people who place their savings in the securities markets.

They also interview students regarding ownership of stocks and summarize findings in their journal.

1.8

11

Students use mathematics and construct a spreadsheet to learn how compounding and time of investment are related to the accumulation of wealth.

MA1

1.6

12

Students learn that all savings choices involve risk. They evaluate various alternatives for saving money.

3.6

13

Students calculate the probability of winning in a card game and a lottery, compare gambling and purchasing stocks, and identify strategies for reducing investment risks.

3.2

14

Students describe strategies for stock selection, analyze stock choices and identify the appropriate stock selection strategies.

They also identify characteristics of economic cycles and predict the influence of cycles on consumer choices and stock performance.

CA6

4.1

15

Students compute contributions and accumulations of portfolio investments, compare diversified and non-diversified portfolios and explain advantages and risks of each. Students explain how they can plan for their future through investment in human capital. Finally, they analyze the relationship between education and income.

CA3

4.1

16

Students use computation to solve problems, compute and analyze averages in problem situations, and analyze percents of increase as they recognize why stock market averages are not good indicators of the performance of individual stocks.

CA6

1.6

17

Students discover relationships between their ability to consume goods and services in product markets and their ability to earn income by selling resources in resource markets. They illustrate economic interdependence by using the circular-flow model of resources, good, services, and money payments. They also describe the role of financial markets in channeling household savings to investments in capital goods.

CA3

1.6

18

Students explain the definition of productivity and then analyze the relationship between productivity and living standards by reference to investment in capital and research.

CA6

1.10

19

Students describe the relationship between saving and investment in capital goods and economic growth. They also explain the role of securities markets in moving savings to new or expanding businesses.

MA1

4.1

20

Students describe the sources of financial capital available to businesses and then explain the advantages and disadvantages of each. Finally, they analyze and select financing options for a particular firm’s needs.

MA1

4.1

21

Students read and analyze an annual report to determine a company’s financial strengths and weaknesses. They read, interpret, and analyze income statements and balance sheets. Finally, they use key ratios to analyze and evaluate financial data.

CA6

4.1

22

Students write a letter to a corporation’s CEO to obtain an annual report, track the corporation’s stock price for five weeks, analyze the annual report, and then make recommendations to potential investors about the company’s stock.

CA6

4.1

23

Students define Real Gross Domestic Product, explain the business cycle, and use information about the business cycle to decide on the merits of buying stock in different companies.

CA6

4.1

24

Students learn that events in the world can change demand and supply for a stock.

MA1

4.1