Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T
Presented by Michael A. Goldberg, Martingrove CI, TDSB
Bilal Mirza, Marc Garneau CI, TDSB([email protected])
April 20, 2012
Financial Securities
Think TankT T
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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!
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T 3. An IDC Course
• 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.
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T 3. An IDC Course
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T IDC Approach to Financial Securities
• Expectations taken from the following:
•Economics•Data Management•Accounting•Entrepreneurship•Law•Others – Marketing, Management, etc
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T 1. Research
• Library visit• 10 Stock Research Project
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T 2. Taxation
• Prepare a tax return• Use the CRA resource Teaching Taxes
– Updated every year
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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)
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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!
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T 5. Fixed Income & Equity-Based Securities
• Stock market simulation• Eg. WLU Stock Market Competition
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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!
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
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)
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
• Bank of Canada http://www.bankofcanada.ca/en/
• Inflation Calculator http://www.bankofcanada.ca/en/inflation_calc.htm
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
Google Finance http://www.finance.google.ca/finance
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
Investor Education Fund http://www.getsmarteraboutmoney.ca/
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
The Montreal Derivatives Exchange http://www.me.org/
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
MoneySense magazine http://www.moneysense.ca/
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
• SEDAR http://www.sedar.com/homepage_en.htm
• EDGAR http://www.sec.gov/edgar.shtml
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
Business News Network http://bnn.ca
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Web-based Resources
Twitter!
Financial Securities Think TankMichael A. Goldberg & Bilal Mirza, 2011
Financial Securities
Think TankT T Feedback
• Please take a moment to provide some feedback
• Thanks for your time!
Financial Securities
Think TankT T
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