COURSE NAME: Securities and Investments GRADE LEVEL: 12 CREDITS: 1
YEAR AT A GLANCE
First Six Weeks | Second Six Weeks | Third Six Weeks | Fourth Six Weeks | Fifth Six Weeks | Sixth Six Weeks | |||||||
TimeFrame | 6 weeks | 6 weeks | 6 weeks | 6 weeks | 6 weeks | 6 weeks | ||||||
Essential Unit of Study | Introduction to the World of Investing | How the Market Works and Stock Valuation | Investment Strategies and Analysis | Bonds, Options and Alternative Investments | Securities Laws and Regulations | Securities and Investment Careers and Licensing | ||||||
Content Topics | Investment Terminology Investment Objectives Risk Tolerance Styles of Investing Diversification Strategies Advantages and Disadvantages of Main Types of Investments | Introduction to Investment Banking How the Market Works Understanding a Stock Quote page Buying on Margin Short Selling Exit Strategies Time Value of Money Stock Valuation | Fundamental Analysis Types of Financial Statements Reading Annual Reports Interpreting Financial Ratios Examine a Mutual Fund Prospectus Investment Selection Theory | Bond Price to Yield Coupon Payments Present and Future Value Interest Rate Effect on Price Government Securities | Federal Laws and Regulations SEC Dodd-Frank State Laws and Regulations | Operational/Firm Activities Buy and Sell Functions Commissions Educational Requirements Series 6 & 7 Licenses Professional Designations Proposed Secondary Plan | ||||||
TEKS | (3) A-D (8) | (4) B 7 B, D-E 8 | (3) F-J (4) A, E | (3) I (4) C-D (7) C (8) |
2) A-C
| (5) A-D (6) A-C (9) A-B | ||||||
Resources | Personal Finance Lab, Investment Banking for Dummies, Investing 101 (Adams Media) | |||||||||||