Lesson Title: Investing strategies

Designed by: Wesley Fung

COURSE NAME: Intro into business
SUBJECT:
GRADE: 10
UNIT: Finance
LESSON OBJECTIVES:Understanding and constructing investment strategies
Curriculum Connections:
Overall Expectations: demonstrate an understanding of effective investment
practices; analyse the role and importance of credit in personal and business
finance
Specific Expectations: assess the factors that will affect the value of
investments over time
Lesson Title: Investing strategies
Designed by: Wesley Fung
COURSE NAME: Intro into business
SUBJECT:
GRADE: 10
UNIT: Finance
LESSON OBJECTIVES:Understanding and constructing investment strategies
Curriculum Connections:
Overall Expectations: demonstrate an understanding of effective investment
practices; analyse the role and importance of credit in personal and business
finance
Specific Expectations: assess the factors that will affect the value of
investments over time
ACADEMIC LEARNING GOAL:
ASSESSMENT & EVALUATION:
What pieces of assessment are involved in your lesson? List them here and
describe what assessment tool you intend to use (Rubric, Success Criteria,
Checklist)
Success Criteria: Identify the factors that goes into the consideration when
making a judgement if a stock will go up or down.
PRIOR LEARNING: What stocks/inflations are, different kinds of investment
vehicles
MATERIALS AND RESOURCES: Large paper/ pen/sharpie and Newspaper
article

Teaching Strategies:

Time
20
min

Groupin
g

Steps/Activities

Assessment

Minds On
Check the marketwatch games portfolio

Assessment for
learning

Pick out a news article about a company

from the site
Read through it and find terms they dont
know
As a class, try to decode the words
Decide if the stock is going to go up or
down ,

See what are the initial reactions, if split

we will do outside, inside debate
if not then we will do think pair share in
your investment groups
During Learning
Try to create strategies, see if we can
get posters for people to list some out
out
Then I will show some like direct and
indirect impacts and investments,
advantages/disadvantages
buying one and shorting competitor
advantages/ disadvantages
think about what other information would
we need to make a decent judgement
call
Gallery walk if we have time, if we don't
we do it tomorrow
Consolidation
Give them an opportunity to try out some
strategies in the game
have them write a short journal on

Assessment as
learning

what they did and why they did it