![Page 1: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/1.jpg)
Financial Securities
Think TankT T
Michael A. Goldberg@MrMGoldberg
Martingrove CI, TDSBApril 19, 2013 @OBEA
Financial Securities
Think TankT T
![Page 2: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/2.jpg)
Financial Securities
Think TankT T Agenda
1. Introduction2. Why this Course Exists3. What’s An IDC Course?/ IDC Rules4. Introducing IDC4U at Your School5. Course Outline & Structure6. Units/Assignments7. Resources
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 3: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/3.jpg)
Financial Securities
Think TankT T 2. Why This Course Exists
• 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, OBEA, 2013
![Page 4: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/4.jpg)
Financial Securities
Think TankT T• 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.”
– In other words, mixing two or more courses to make another.
(Source: The Ontario Curriculum: Grades 11 and 12. Interdisciplinary Studies. MOE. Page 4.)
3. What’s an IDC Course?
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 5: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/5.jpg)
Financial Securities
Think TankT T• Three course codes approved by the
MOE:– IDC3O– IDC4O– IDC4U (prerequisite: any 3U course)
• Course code rules– Trillium accepts only unique course
codes• Students can only take a maximum of three
IDC courses (that can be recognized as a part of their diploma)
Interdisciplinary Studies Rules
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 6: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/6.jpg)
Financial Securities
Think TankT T• All three course codes (courses)
have three strands:1. Theory and Foundation2. Processes and Methods of Research3. Implementation, Evaluation, Impacts,
and Consequences
• The expectations from these strands are combined with the expectations from the contributing courses to form units of study
Interdisciplinary Studies Rules
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 7: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/7.jpg)
Financial Securities
Think TankT TPositives
• 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
• Multiple IDC courses at one school
3. What’s an IDC Course?
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 8: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/8.jpg)
Financial Securities
Think TankT T The IDC Approach to Financial Securities
• Expectations taken from the following Courses:
•Accounting•Data Management•Economics
– Entrepreneurship– Law– Others – Marketing, Management, etc
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 9: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/9.jpg)
Financial Securities
Think TankT T 4. Introducing IDC4U in Your School
• It 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, OBEA, 2013
![Page 10: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/10.jpg)
Financial Securities
Think TankT T 5. Course Outline & Structure
1st Example:• 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, OBEA, 2013
![Page 11: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/11.jpg)
Financial Securities
Think TankT T 1. Research
• Library visit• 10 Stock Research Project
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 12: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/12.jpg)
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, OBEA, 2013
![Page 13: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/13.jpg)
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, OBEA, 2013
![Page 14: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/14.jpg)
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, OBEA, 2013
![Page 15: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/15.jpg)
Financial Securities
Think TankT T
![Page 16: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/16.jpg)
Financial Securities
Think TankT T
![Page 17: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/17.jpg)
Financial Securities
Think TankT T
![Page 18: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/18.jpg)
Financial Securities
Think TankT T
![Page 19: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/19.jpg)
Financial Securities
Think TankT T 5. Fixed Income & Equity-Based Securities
• Stock market simulation• Eg. Marketwatch.com/Nippissing
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 20: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/20.jpg)
Financial Securities
Think TankT T 5. Fixed Income & Equity-Based Securities (2 units
combined)• Stock market simulation-based presentation• Eg. MarketWatch/Nippissing University
![Page 21: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/21.jpg)
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, OBEA, 2013
![Page 22: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/22.jpg)
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, OBEA, 2013
![Page 23: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/23.jpg)
Financial Securities
Think TankT T Web-based Resources
Google Finance http://www.google.ca/finance
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 24: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/24.jpg)
Financial Securities
Think TankT T Web-based Resources Investor Education Fund
http://www.getsmarteraboutmoney.ca/http://www.inspirefinanciallearning.ca/ (for teachers)
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 25: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/25.jpg)
Financial Securities
Think TankT T Web-based Resources
MoneySense magazine http://www.moneysense.ca/
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 26: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/26.jpg)
Financial Securities
Think TankT T
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
Web-based Resources CBC News – Business
http://www.cbc.ca/news/business/Video: http://www.cbc.ca/player/News/Business/
![Page 27: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/27.jpg)
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, OBEA, 2013
![Page 28: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/28.jpg)
Financial Securities
Think TankT T Web-based Resources
The Montreal Derivatives Exchange http://www.me.org/
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 29: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/29.jpg)
Financial Securities
Think TankT T Web-based Resources
• Bank of Canada http://www.bankofcanada.ca/
• Inflation Calculator http://www.bankofcanada.ca/rates/related/inflation-calculator/
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 30: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/30.jpg)
Financial Securities
Think TankT T Web-based Resources
Business News Network http://bnn.ca
Financial Securities Think TankMichael A. Goldberg, OBEA, 2013
![Page 31: Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA](https://reader038.vdocuments.net/reader038/viewer/2022110321/56649f515503460f94c75310/html5/thumbnails/31.jpg)
Financial Securities
Think TankT TQuestions?
Financial Securities
Think TankT T Financial Securities Think Tank
Michael A. Goldberg, OBEA, 2013