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Lesson plans

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These plans were developed by teachers on topics including saving and investing, ethics and corporate governance, and business management. They are yours to use free of charge.

 

 

Investment Risk and Fraud Activities iconWe thank all the teachers who have generously allowed us to post their lesson plans to provide you with additional resources for the classroom. Topics include saving and investing, business ethics, business management and responsible consumerism.


Business management
Fundraising event:  summary project including job descriptions and SWOT analysis
Tuck shop activity:  how to run a school tuck shop
International Trade: presentation on advantages and disadvantages


Consumer education
Investigating new and used vehicles:  comparing benefits and drawbacks
Credit cards:  comparing features and costs of credit cards


Ethics and corporate governance
Corporate governance:  report on corporate governance in a public company
Rogue Trader movie:  movie review including an explanation of events that led to demise of the
financial institution
Trading Places movie:  movie review including an explanations of events that made movie characters wealthy


Financial math applications and problem-solving
Optimal Value: Determine the most cost effective price for a fenced area
Solving Linear Systems: Form and solve equations to determine quantity and costs
Direct vs Partial Variation: Compare cost and features of cell phone plans
Linear vs Quadratic Functions: Dollar cost averaging
Future Value of Annuities: Cost of smoking
Future Value of Annuities: Impact of time on value of savings
Probability Distribution and Expected Value: Calculate investment risk
Probability Distribution and Expected Value: Compare probability of risk


Financial products
Boy, This is Fund: activity to match mutual funds with investor profiles
My Name is Bond:  Canada Savings Bond activity including compound interest exercise
The World of Business:  investigate the features of various saving and investment vehicles
About Stocks:  presentation about stocks
About Mutual Funds:  presentation about mutual funds
Mutual Fund activity:  exercise to match mutual funds with investor profiles


Investing
Investment report: case study to develop a financial plan
Wealthy Barber Chapter 4:  review questions
Annual Report Analysis:  evaluate an annual report including analysis of financial statements
Stock market unit:  activities from reading the stock pages to tracking investments
Stock trading:  buying and selling stocks including reflection
Exchange Traded Funds: presentation on ETFs, advantages and disadvantages and how to incorporate into a portfolio
Portfolio Asset Mix: presentation on how to structure a diversified portfolio

Classics vs. Moderns: Business Analysis case study
Classics vs. Moderns: financial statements (click to Save when prompted)