cfas slides

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Done by: Teresa Ang Chew Minn Hwei Calvin Fong Danielle Ho Eugenia Hou

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Page 1: Cfas slides

Done by:

Teresa AngChew Minn HweiCalvin FongDanielle HoEugenia Hou

Page 2: Cfas slides

Learning points

• Teach prudence

• Make correct investment decisions

• Test your knowledge on credit terms and investments

Page 3: Cfas slides

Main objective

• Be the player which has the highest net worth at the end of the game.

Page 4: Cfas slides

Overview of Stockopoly

3 simple steps

1.Roll dice and move2.Buy or sell 3.Record changes in value

Main objective:Whoever that has

the highest net worth will win the

game

Page 5: Cfas slides

Basic rules of the game

• Number of players: 2-4, and 1 banker

• Age: 12 & above

• Calculators are required

• Start-up capital: $100,000 cash or $100,000 worth of stocks

• For any transaction, players can round up to the nearest $1,000

• Players must start the game by rolling a SINGLE dice and move his/her token

• Players have to calculate value of their stocks and bonds whenever required. For example, i a player lands on a square that states "Stocks down by 20%", he/she will then have to calculate the value of the stocks an record it in their Value Chart.

Page 6: Cfas slides

Investments

• Investment refers to STOCKS, BONDS, PROPERTY. They allow players to have capital appreciation or depreciation and dividend. Players can choose to purchase the investment at any point in time. However, they will miss a turn

Page 7: Cfas slides

Stocks

• Stocks: Players can choose between a variety of stocks. Each category of stocks has a different cost and dividend payout. Stocks can be bought again during the game at the cost price listed on appendix 1. Also, stocks can be sold in exchange for CASH only at its current value respective to each player. Lastly, dividends are paid out every 10 squares.

Page 8: Cfas slides

Bonds

• Bonds: All bonds have a maturity of 20 squares, after it matures, players will be paid the interest and have their initial investment returned in full cash. Bonds cannot be sold at all. When purchasing junk bonds, players must take note that they might become worthless during the course of the game.

Page 9: Cfas slides

Property

• Property: Players can purchase property to hedge against the fluctuations in stock market. Property value will remain constant till the end of the game and it will be sold at its purchase price unless players receive a bonus card where property can be sold at a higher value. However, it is sold at 20% loss at any time of the game. Also, returns are paid out every 20 squares.

Page 10: Cfas slides

Chance

• When a player lands on a chance square he/she must answer a question. If answered correctly, he/she will receive a bonus card.

Page 11: Cfas slides

Additional information

• A bonus card can be used to avoid dips in share prices, missing turns, dropping back boxes

• Bonus card can be traded for $25000 cash at any time of the game

Page 12: Cfas slides

How do you record the changes in valuation and purchase sheet?

• Player A decides to purchase $50000 Finance and $50000 Commodities stocks.

• Player A lands on square 8 – All stocks appreciate by 20%

• At square 10 dividends from stock is paid out based on latest market price. Player A also decides to purchase AAA Bonds.

• Player decides to buy another $10000 worth of finance stocks.

• At square 10 dividends from stock is paid out based on latest market price.

• At square 30 AAA bonds mature and coupon is paid out.

• At square 81 Player A has finished the game. Player A has to calculate the total dividend received and the current value of his/her stock holdings. Numbers are rounded up to the nearest thousand

Page 13: Cfas slides

www.letsplaystockopoly.blogspot.com

Original Price

$59.90The long awaited STOCKOPOLY will be launching on 28 January 2013. If you are already attracted by it, hurry up and

pre-order right now! You’ll definitely get a loyalty discount, so what are you waiting

for? Just email us at 

[email protected] and state your name, address and contact

number. We will do the necessary arrangements and if you make a pre-

order today, you will receive a free delivery service. Delay no more! We

assure you that this game will be one of a kind!

GOING AT

$50.00 FOR

ALL PRE-ORDERS

LAUNCHING ON 28TH JANUARY 2013