1
CITY OF BURLINGTON PUBLIC SCHOOL DISTRICT CURRICULUM
Accounting I
Revision Date: July 17, 2018
Submitted by: Jennifer Herpen
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Table of Contents: Course Overview 3
Pacing Chart 4
Unit #1 Overview At-a-Glance 5
Unit #1 Targeted Instructional Planning to Address Central Unit Standards 8
Unit #2 Overview At-a-Glance 14
Unit #2 Targeted Instructional Planning to Address Central Unit Standards 17
3
Course Overview In this course, students will be able to identify accounting concepts and practices related to starting a service business organized as
a proprietorship. Understand the role that an accountant plays in a business and society. Describe career opportunities in the
accounting profession. Demonstrate the skills and competencies required to be successful in the accounting profession and/or in an
accounting-related field. Develop and understanding and working knowledge of an annual report and financial statements. Identify
and describe generally accepted accounting principles (GAAP); explain how the application of GAAP impacts the recording of
financial transactions and the preparation of financial statements.
Primary Resource(s)
Textbooks
Title: Century 21 Accounting General Journal 10th Edition
Publisher: South-Western Cengage Learning. Copyright: 2017
Supplemental Materials (including various level of texts at each grade level)
Technology: Aplia, Online Working Papers, Automated Accounting, Accounting with QuickBooks, Microsoft Excel, & Accounting
Website. The Stock Market Game.
4
Pacing Chart
Unit # & Title Pacing (must equal 165 days for full-
year or 83 days for half-year course)
Unit 1: Accounting for a Business Organized as a Proprietorship
& Exploring Careers in the Finance Industry
100
Unit 2: Accounting for a Merchandising Business Organized as
a Corporation & The Stock Market Game
65
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Unit 1 Overview At-a-Glance Unit #1 – Title: Starting a Proprietorship, Analyzing Transactions, & Journalizing Transactions
Unit Description:
The business described in this unit is a service business organized as a proprietorship. The business begins with a cash investment by the
owner. All accounting concepts and procedures in this part are described within the context of the accounting cycle so that students can
see how each procedure contributes to the overall financial picture of the business. Additionally, students will have the opportunity to
explore accounting careers in the finance industry. Studying different types of accountants, and the process to becoming an accountant,
including educational requirements, the cost of the education, and subsequent compliance for becoming a CPA.
Essential Skills:
Explore accounting career opportunities
Compare and contrast various accounting occupations
Describe methods of communicating accounting information
Evaluate how ethical business decisions are made
Explain and apply the accounting equation to real-world situations
Define and apply accounting terms, concepts, and practices related to the organization of business proprietorships
Analyze how the transactions related to a business proprietorship affect accounts within an accounting equation
Compare and contrast accounting changes and practices that affect owner’s equity within a business proprietorship using the accounting
equation
Describe the advantages and disadvantages of sole proprietorships
Explain how a partnership may be formed and dissolved
Identify the advantages and disadvantages of a partnership
Analyze the rights and duties of partners
Distinguish between a general partner and a limited partner
Explore the characteristics of small businesses
Evaluate the advantages and disadvantages of owning a business
Using accounting terms and practices analyze debit and credit transactions
Analyze T accounts to differentiate between debit and credit transactions
Record selected transactions in a general journal
Classify accounts within specific businesses as assets, liabilities, or owner’s equity
Prepare a balance sheet from information in an accounting equation
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Construct a chart of accounts
Apply file maintenance principle to update a chart of accounts
Demonstrate how to prove cash
Analyze incorrect journal entries and prepare correcting entries
Demonstrate how to correct errors made during the posting process
Prepare a check and a deposit slip
Complete a bank statement reconciliation
Prepare a petty cash fund
Prepare the trial balance of a worksheet
Prepare the Balance Sheet and Income Statement columns of a work sheet
Journalize and post adjusting entries in a work sheet
Calculate and analyze financial ratios using income statement amounts
Journalize and post-closing entries
Prepare a post-closing trial balance
Standards Addressed within this Unit
Central Unit Standards- learning goals aligned with the
following standards:
8.1.12.A.2-5 (NJSLS Technology)
8.1.12.E1-2 (NJSLS Technology)
9.1.12.E.1-3 (Personal Finance)
9.2.12.C.1-9 (Career Awareness, Exploration, and Preparation)
9.3.GV-REG.1(Regulation)
9.3.FN-ACT.1-4 (Finance Career Cluster)
Supporting Unit Standards- This unit will also include activities
aligned with the following standards: CPR 1, 2, 4, 7, 9
NJSLSA.R1. Read closely to determine what the text says
explicitly and to make logical inferences and relevant connections
from it; cite specific textual evidence when writing or speaking to
support conclusions drawn from the text.
7
Unit Details
Modifications for Special Education Students,
English Language Learners, Students at Risk
of Failure, and Gifted Students- Modify
instructional approach and/or assignments and
evaluations as needed based for students with
IEPs, 504s, ELLs and gifted and talented
students including but not limited to:
Lanschool
Google Translate
Student Partners
Student Portfolios
Visual aids – English word next to images
Use a variety of materials: oral, visual,
graphic, etc.
Extended time
Teacher modeling
Integration of 21st century skills through NJSLS 9 and Career Education:
Lessons, where appropriate, incorporate multiple perspectives to infuse
cultural and global awareness.
Learning incorporates skills focusing on financial, economic, business, and
entrepreneurial literacy.
Lessons integrate a focus on civic literacy so that students can better
understand the rights and obligations of citizenship.
Lessons describe the importance of ethics and moral obligations professionals
are required to apply to the decision-making process.
Lessons incorporate career exploration, and the process to achieving
professional goals.
Lessons emphasize the importance of professional behavior in the work place,
and the impact an online profile can have on achieving professional goals.
Assessments- including benchmarks,
formative, summative, and alternative
assessments
Warm-up activities, exploratory activities,
class discussion, student participation,
scoring rubric, benchmark assessments
Quizzes, tests, projects, final examination,
benchmark assessments
Authentic assessments, projects,
presentations
An ongoing process, circulating throughout
the classroom, observing which students
have problems with the assignments
Suggested Interdisciplinary Activities for this Unit
Career Education: Research career prospects; identify necessary steps to achieve
career goals.
Health/PE: Interview student athletes, and BCHS Athletic Director to determine
how various athletic programs are funded, and the financial impact on student
athletes.
English Language Arts/Literacy: Open-ended responses, conclusions and analysis
of exploratory activities
Math: Incorporate Algebra functions into financial statements
Science: Examine accounting in the Green Economy, calculate carbon footprint.
Social Studies: Review accounting scandals throughout history.
World Languages: Discuss and understand foreign currency, and how it relates to
the U.S. dollar.
Arts: Analyze the process of creativity; determine an artist’s assets, liabilities, and
owner’s equity. Research intellectual property as it relates to an artist.
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Unit Resources
Teachers should utilize school resources available in our Media Center to infuse alternate sources, perspectives, and approaches.
Resources should include textual support but also span multimedia options to engage multiple modalities. In addition, to support
struggling readers and increase rigor for advanced readers, the coursework may also draw on additional developmentally appropriate
resources to facilitate challenging levels of work for all students.
Leveled Supplemental Materials and Media/School Library
Resources
Newspapers
Magazines
Various leveled texts available via text, supplemental text,
and the Internet
Online articles
Integration of the Technology Standard
Internet-based research
Web Quests
Wireless laptop computers for research and production
SMART Boards for multimedia presentations
Various tools for podcasting, video streaming
Unit #1 Targeted Instructional Planning to Address Central Unit Standards: Central Unit Standard and
Student Learning Objective
Suggested Instructional Activities Suggested Student Output Formative Assessments
(Portfolios, Projects,
Tasks, Evaluations, &
Rubrics)
8.1.12.A.2-5 (NJSLS
Technology)
Produce and edit a multi-page
digital document for a
commercial or professional
audience and present it to peers
and/or professionals in that
related area for review.
- Teach the various sections of a
spreadsheet using Microsoft Excel and
Google Sheets, including how to
incorporate functions into cells, sort
data, auto-sum and fill in
- Teach the process of creating a graph
using data from spreadsheet
- Teach the process to insert clip art,
shapes, and word art in Microsoft Word
and Google Docs
- Create spreadsheets by
journalizing double entries
into a general journal
- Generate a Net Worth
Statement using Excel or
Google Sheets
- Respond to essential unit
questions using Google
Classroom
- Student and teacher
generated rubrics
- Adapted
PARCC/NJSLS-based
rubrics
- Anecdotal evaluation of
online technological
communication
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Collaborate in online courses,
learning communities, social
networks or virtual worlds to
discuss a resolution to a
problem or issue.
Construct a spreadsheet
workbook with multiple
worksheets, rename tabs to
reflect the data on the
worksheet, and use
mathematical or logical
functions, charts and data from
all worksheets to convey the
results.
Create a report from a
relational database consisting
of at least two tables and
describe the process and
explain the report results.
- Provide students with online support,
using QuickBooks and digital
worksheets
- Provide students examples of
professional accounting documents,
such as Coca-Cola’s Income Statement
- Provide guided note taking and
Graphic organizers
- Present information and content via
PowerPoint and Google Slides
-Model accounting process through
online application, via Lanschool
- Demonstration of authentic real-world
application of accounting processes and
vocabulary
- Compose financial
documents in a workbook,
with several sheets by
creating a sheet for each of
the following:
General Journal
General Ledger
Chart of Accounts
Work Sheet with
adjusting entries
Income Statement
- Participate in audits of
companies with positive
income and negative
income.
- Provide written analysis of
audit findings.
- Online course work,
completion of financial
statements through the
working papers
application
- Graphic organizer
- Journal entries
- Exit ticket
8.1.12.E1-2 (NJSLS
Technology)
Produce a position statement
about a real-world problem by
developing a systematic plan
of investigation with peers and
experts synthesizing
information from multiple
sources.
- Teach the effect technology has
affected the accounting industry
- Teach how an author's claim is
determined to be valid using logic and
reasoning to support ideas
- Teach the definition of Ponzi Scheme
- Teach the difference between facts
and rhetoric through investigation
- Collaborative research on
Ponzi Schemes
- Create a position statement
presentation, if modern
technology could have
prevented Ponzi Scheme
- Participating in discussions
regarding Ponzi Schemes
- Teacher-made rubrics
- PARCC/NJSLS holistic
rubrics
- Anecdotal evaluation of
online technological
communication
- Presentation of position
statement using
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Research and evaluate the
impact on society of the
unethical use of digital tools
and present your research to
peers.
- Demonstrate and model QuickBooks
software
- Provide guided notes and Graphic
organizer
- Present video evidence of historic
accounting scandals
- Assign project and online scavenger
hunt to assist students understand the
scope of historic accounting scandals
- Present lectures with PowerPoint and
Google Slides
- Oral presentation of text
analysis and interpretation
- Literature analysis and
review utilizing textual
evidence
PowerPoint or Google
Slides
- Independent/group
checklists and evaluation
- Exit ticket
- Kahoot
- Google Classroom Chat
9.1.12.E.1-3 (Personal
Finance)
Evaluate the appropriateness of
different types of monetary
transactions (e.g., electronic
transfer, check, certified check,
money order, gift card, barter)
for various situations.
Analyze and apply multiple
sources of financial
information when prioritizing
financial decisions.
- Teach banking basics, methods of
payment methods to receive payment
- Teach difference between debit card
and credit card
- Teach Annual Percentage Rate,
compounding interest and the effect the
rate has on deciding on a credit card
-Review the Financial Collapse of
2008:
https://www.hbo.com/movies/too-big-
to-fail
- Complete and journal
checks, deposit slips, and
source documents
- Create and reconcile a bank
statement for a business
checking account
- Research current APR, and
research credit cards,
determine best offers
- Explain the media’s role in
the 2008 Financial Collapse
- Determine what caused the
collapse in 2008
- Summarize America’s
current financial health
- Student and teacher
generated rubrics
- Adapted
PARCC/NJSLS-based
rubrics
- Anecdotal evaluation of
provided informational
text
- Graphic organizer
- Journal entries
- Exit ticket
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9.2.12.C.3-7 (Career
Awareness, Exploration, and
Preparation)
Identify transferable career
skills and design alternate
career plans.
Analyze how economic
conditions and societal
changes influence employment
trends and future education.
Research career opportunities
in the United States and abroad
that require knowledge of
world languages and diverse
cultures.
Investigate entrepreneurship
opportunities as options for
career planning and identify
the knowledge, skills, abilities,
and resources required for
owning and managing a
business
- Teach Accounting Industry basic
facts, statistics and trends
- Teach career qualifications and
occupational outlooks and salary range
- Teach subsections of accounting
industry
- Review the pros and cons of being an
entrepreneur
- Review the impact accounting
software has affected the accounting
industry
- Review economic conditions in the
previous 20 years versus current
American financial conditions
- Review the effect a global economy
has effected America’s economy
- Interview local business
owners to assess current
employment levels
- Create a flowchart of
accounting positions
- Determine educational
requirements for an
accounting position within
the flow chart
- Determine the salary range
for accounting position
- Determine the occupational
outlook for accounting
position
- Analyze accounting
position for transferable
skills
- Prepare a list of global “hot
spots” for accounting, and
provide information about
listed foreign countries’
culture and language
- Teacher generated rubric
- Career Preparation
Timeline project
- Independent/group
checklists and evaluation
- Class discussion via
Google Classroom
- Exit ticket
- Graphic organizer
- Mock Resume for
accounting position
9.3.GV-REG.1(Regulation)
Describe enforcement of
compliance with legal
- Teach GAAP, and its relevance in
Accounting in the Global Economy
- Review ethics, moral obligation,
fraud, and compliance
- Collaborate to find a
solution to the driving
conditions in New Delhi,
India
- Teacher generated rubric
- Google Classroom
discussion
12
requirements and regulatory
standards.
- Explore the theory of “no rules”.
https://youtu.be/mDLCd70iTeE
- Create a presentation
explaining the importance of
regulatory standards, GAAP
in the accounting industry
- Graphic organizer
- Exit Ticket
9.3.FN-ACT.1-4 (Finance
Career Cluster)
Describe and follow laws and
regulations to manage
accounting operations and
transactions.
Utilize accounting tools,
strategies and systems to plan,
monitor, manage and maintain
the use of financial resources.
Process, evaluate and
disseminate financial
information to assist business
decision making.
Utilize career‐planning
concepts, tools and strategies
to explore, obtain and/or
develop an accounting career.
- Teach the accounting equation
- Teach debits, credits, and normal
balance
- Teach the value of assets and
liabilities
- Teach T-Accounts
- Teach double entry transactions and
how to journalize them in the General
Journal
- Teach Chart of Accounts, and how to
create account numbers
- Teach posting from a General Journal
to a General Ledger
- Teach journalizing corrections and
correcting posting errors, dishonored
checks and electronic banking
- Teach creating a work sheet
and a trial balance
- Teach net income versus net loss
- Teach adjusting entries
- Teach preparation and analyzation of
an income statement
- Compose financial
documents in a workbook,
with several sheets by
creating a sheet for each of
the following:
General Journal
General Ledger
Chart of Accounts
Work Sheet with
adjusting entries
Income Statement
- Participate in audits of
companies with positive
income and negative
income.
- Provide written analysis of
audit findings.
- Complete online working
papers:
• General Journal
• General Ledger
• Chart of Accounts
- Compare financial
statements
- Student and teacher
generated rubrics
- Adapted
PARCC/NJSLS-based
rubrics
- Class discussion in
Google Classroom
- Presentation of audit
findings
- Presentation of findings
from analyzing the
Income Statement an
American company
- Online course work,
completion of financial
statements through the
working papers
application
- Graphic organizer
- Exit ticket
13
- Teach recording closing entries and
preparing a post-closing trial balance
for a service business
- Teach GAAP, and its relevance in
Accounting in the Global Economy
- Review ethics, moral obligation,
fraud, and compliance
- Explore the theory of “no rules”.
https://youtu.be/mDLCd70iTeE
- Teach Accounting Industry basic
facts, statistics and trends
- Teach career qualifications and
occupational outlooks and salary range
- Teach subsections of accounting
industry
- Create a chart of accounts,
and account numbers
- Determine and calculate a
net loss and a net profit
- Establish a Petty Cash
account
- Determine how to establish
a Sole Proprietorship
- Explain the effect of an
owner’s withdrawals will
have on the accounting
equation
- Explain the difference
between an owner
withdrawal versus salary
expense
14
Unit 2 Overview At-a-Glance Unit #2 – Accounting for a Merchandising Business Organized as a Corporation
Unit Description:
In this unit, students will examine the complete accounting cycle for a merchandising business organized as a corporation. The primary
differences between a merchandising business and a service business are that a merchandising business purchases merchandise for
resale, charges sales tax on sales of merchandise, and includes a Cost of Goods section on the income statement. Corporations require
different equity accounts and an additional financial statement. The business in this part uses subsidiary ledgers and has a payroll system
for compensating employees.
Essential Skills:
Distinguish among service, retail merchandising, and wholesale merchandising businesses
Identify differences between a sole proprietorship and a corporation
Explain the relationship between a subsidiary ledger and a controlling account
Describe accounting procedures used in ordering merchandise
Discuss the purpose of a special journal
Journalize purchases of merchandise on account using a purchases journal
Post merchandise purchases to an accounts payable ledger and a general ledger
Record cash payments using a cash payments journal
Record replenishment of petty cash fund
Post cash payments to an accounts payable ledger and a general ledger
Explain the relationship between the accounts receivable ledger and its controlling account
Record sales on account using a sales journal
Post sales on account to an accounts receivable ledger and a general ledger
Record cash and credit card sales using cash receipts journal
Journalize cash receipts on account using a cash receipts journal
Post cash receipts to an accounts receivable ledger and a general ledger
Prepare a schedule of accounts receivable
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Standards Addressed within this Unit
Central Unit Standards- This unit will focus primarily on
learning goals aligned with the following standards:
9.3.FN-ACT.1-4 (Finance Career Cluster)
9.3.12.FN-SEC.1-4 (Securities & Investments Career Cluster)
9.1.12.D.13-14(Planning, Saving, & Investing Personal Finance
Literacy)
Supporting Unit Standards- This unit will also include activities
aligned with the following standards:
CRP- 1, 2, 3, 4, 5, 7, 8, 9, 11, 12
Unit Details
Modifications for Special Education Students,
English Language Learners, Students at Risk
of Failure, and Gifted Students- Modify
instructional approach and/or assignments and
evaluations as needed based for students with
IEPs, 504s, ELLs and gifted and talented
students including but not limited to:
Lanschool
Google Translate
Student Partners
Student Portfolios Visual aids – English word next to images
Use a variety of materials: oral, visual,
graphic, etc.
Extended time
Teacher modeling
Integration of 21st century skills through NJSLS 9 and Career Education:
Lessons, where appropriate, incorporate multiple perspectives to infuse
cultural and global awareness.
Learning incorporates skills focusing on financial, economic, business, and
entrepreneurial literacy.
Lessons integrate a focus on civic literacy so that students can better
understand the rights and obligations of citizenship.
Lessons describe the importance of ethics and moral obligations professionals
are required to apply to the decision-making process.
Lessons incorporate career exploration, and the process to achieving
professional goals.
Lessons emphasize the importance of professional behavior in the work place,
and the impact an online profile can have on achieving professional goals.
Lessons integrate a focus on financial preparation, savings and investments.
Lessons incorporate participation in The Stock Market Game
Assessments- including benchmarks,
formative, summative, and alternative
assessments
Warm-up activities, exploratory
activities, class discussion, student
Suggested Interdisciplinary Activities for this Unit
Career Education: Research careers and educational requirements for careers in the
Finance Industry. Banking, Investments, and Government
Health/PE: Research careers and educational requirements in Bio-medical Field.
Pharmacy and Government
16
participation, scoring rubric, benchmark
assessments
Quizzes, tests, projects, final
examination, benchmark assessments
Authentic assessments, projects,
presentations
An ongoing process, circulating
throughout the classroom, observing
which students have problems with the
assignments
English Language Arts/Literacy: Open-ended responses, conclusions and analysis
of exploratory activities
Math: Calculate earned interest, capital gains, and income tax. Incorporate the “Rule
of 72”, an ideal savings plan
Science: Research the effect scientific developments have had on stock prices for
Bio-medical stocks
Social Studies: Examine emerging markets, and the economics of a communist
country
World Languages: Research government issued bonds and their interest rates as
they relate to the United States of America
Arts: Examine the relationship between an artist and a business, and the intellectual
property of an artist
Unit Resources
Teachers should utilize school resources available in our Media Center to infuse alternate sources, perspectives, and approaches.
Resources should include textual support but also span multimedia options to engage multiple modalities. In addition, to support
struggling readers and increase rigor for advanced readers, the coursework may also draw on additional developmentally appropriate
resources to facilitate challenging levels of work for all students.
Leveled Supplemental Materials and Media/School
Library Resources
Newspapers
Magazines
Various leveled texts available via text, supplemental
text, and the Internet
Online articles
Integration of the Technology Standard
Internet-based research
Web Quests
Wireless laptop computers for research and production
SMART Boards for multimedia presentations
Various tools for podcasting, video streaming
17
Unit #2 Targeted Instructional Planning to Address Central Unit Standards: Central Unit
Standard and
Student Learning
Objective
Suggested Instructional Activities Suggested Student Output Formative Assessments
(Portfolios, Projects,
Tasks, Evaluations, &
Rubrics)
9.3.FN-ACT.1-
3(Finance Career
Cluster)
Describe and follow
laws and regulations
to manage
accounting
operations and
transactions.
Utilize accounting
tools, strategies and
systems to plan,
monitor, manage and
maintain the use of
financial resources.
Process, evaluate
and disseminate
financial information
to assist business
decision making.
- Teach key vocabulary for a merchandising
business
- Teach the steps to starting a corporation
- Teach the process of creating a subsidiary
ledger
- Teach the differences between perpetual
inventory, periodic inventory and physical
inventory
- Teach the cost of goods sold
- Teach the process of organizing inventory,
creating purchase orders and invoices
- Teach posting from a Purchases Journal
- Teach accounting for cash payments
- Teach accounting of a cash payment of an
expense, buying supplies for cash, cash
payments on account
- Teach the advantage of purchase discount
- Teach the process of posting from the general
account columns of a cash payment journal to a
general ledger
- Teach totaling, proving and ruling a cash
payment journal
- Teach completing accounts payable ledger
- Present daily transactions of
a merchandising business
- Journalize transactions for
cash and on account
- Post to the general ledger
and accounts payable
subsidiary ledger, and how it
helps a business update
account balances
- Develop a chart of accounts
and account numbers for a
merchandising business
- Complete on-line activities
via the Aplia application, that
accompanies the text book
- Describe the process of
purchasing merchandise on
credit
- Determine if a
merchandising corporation is
operating with a net income
or loss
- Student and teacher
generated rubrics
- Adapted
PARCC/NJSLS-based
rubrics
- Class discussion in
Google Classroom
- Presentation of audit
findings
- Presentation of findings
from analyzing the
Income Statement an
American company
- Online course work,
completion of financial
statements through the
working papers
application
- Kahoot
- Graphic organizer
18
- Teach accounting for sales on account, and the
process of calculating sales tax
- Teach Posting from a sales journal
- Teach accounting for cash and credit card
sales, and processing of transactions
- Teach posting from a cash receipts journal
- Demonstrate and model QuickBooks software
- Provide guided notes and Graphic organizer
- Demonstrate and model through Lanschool,
and the online application connected to the text
book
- Remind students what it means to prove cash
- Explain that they will be proving cash after
totaling the cash receipts journal
- Identify local businesses that are organized as
a corporation, and what their inventory
organization might be like.
- Explain the cost of merchandise logistics and
storage
-Prove cash at the end of the
fiscal period
- Exit ticket
9.3.12.FN-SEC.1-4
(Securities &
Investments Career
Cluster)
Describe and follow
laws and regulations
to manage business
operations and
transactions in the
- Teach the fundamental basics of stocks and
bonds, and the operation of the New York Stock
Exchange
- Teach risk and reward
- Teach Financial Industry Regulation
Association and Securities and Exchange
Commission and their roles in the finance
industry
- Journalize daily transactions
by creating a spreadsheet
- Collaborative work,
maintaining an investment
portfolio
- Oral presentation of
investments purchased, sold,
- Teacher-made rubrics
- PARCC/NJSLS holistic
rubrics
- Presentation of financial
career opportunities and
requirements
- Graphic organizer
19
securities and
investment industry
Manage the use of
financial resources to
perform key duties in
the securities and
investment industry
Plan, monitor and
manage day-to-day
securities and
investments
operations
Utilize career-
planning concepts,
tools and strategies to
explore, obtain and
or develop in a
securities and
investment career
- Describe the various sources of information for
individuals to review for the purpose of making
financial decisions.
- Research financial careers, education
requirements, and licenses
and total money earned or
lost
- Analyze and determine
appropriate investment
decisions
- Explain the role of Financial
Industry Regulation
Association and the Securities
and Exchange Commission
- Exit ticket
- Kahoot
- The Stock Market Game
9.1.12.D.13-
14(Planning,
Saving, & Investing
Personal Finance
Literacy)
Determine the impact
of various market
events on stock
market prices and
- Teach the effect current events have on the
volatility in various markets, such as elections,
natural disasters and terror attacks
-Review historic events relating to the stock
market, the crash of 1933 and how this effected
regulations
- Convey the effect a current
event has had on the stock
and bond markets
- Describe the education and
licenses necessary to acquire
a job in the finance industry
- Teacher-made rubrics
- PARCC/NJSLS holistic
rubrics
- Independent/group
creation of investment
portfolio
20
other savings and
investment
Evaluate how taxes
affect the rate of
return on savings and
investments
- Teach interest rates and the effect rates have
on borrowing and investing
- Describe the U.S. tax system for investments,
such as capital gains versus ordinary income
- Analyze how loss of principle can offset
capital gains tax
- Explain necessary steps to
take in order to obtain a
career in finance
- Correlate accounting in
finance
- Describe ways to offset
capital gains tax
- Explain the effect taxes have
on the rate of return
- Graphic organizer
- Exit ticket
- Kahoot
- The Stock Market Game