Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA

Financial Securities

Think TankT T

Michael A. Goldberg@MrMGoldberg

Martingrove CI, TDSBApril 19, 2013 @OBEA


Think TankT T


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


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



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?



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



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



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?



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



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



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



Think TankT T 1. Research

• Library visit• 10 Stock Research Project



Think TankT T 2. Taxation

• Prepare a tax return• Use the CRA resource Teaching Taxes

– Updated every year



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)



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!



Think TankT T


Think TankT T


Think TankT T


Think TankT T


Think TankT T 5. Fixed Income & Equity-Based Securities

• Stock market simulation• Eg. Marketwatch.com/Nippissing



Think TankT T 5. Fixed Income & Equity-Based Securities (2 units

combined)• Stock market simulation-based presentation• Eg. MarketWatch/Nippissing University


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!



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)


http://investored.ca/en/TeachersResources/fairplay/Pages/fair_play_resource_guide.aspx


Think TankT T Web-based Resources

Google Finance http://www.google.ca/finance


http://finance.google.ca/finance


Think TankT T Web-based Resources Investor Education Fund

http://www.getsmarteraboutmoney.ca/http://www.inspirefinanciallearning.ca/ (for teachers)


http://www.getsmarteraboutmoney.ca/



MoneySense magazine http://www.moneysense.ca/


http://www.moneysense.ca/

http://www.moneysense.ca/


Think TankT T


Web-based Resources CBC News – Business

http://www.cbc.ca/news/business/Video: http://www.cbc.ca/player/News/Business/



• SEDAR http://www.sedar.com/homepage_en.htm

• EDGAR http://www.sec.gov/edgar.shtml


http://www.sedar.com/homepage_en.htm


http://www.sec.gov/edgar.shtml

http://www.sec.gov/edgar.shtml




The Montreal Derivatives Exchange http://www.me.org/


http://www.me.org/

http://www.me.org/

http://www.m-x.ca/accueil_en.php?changeLang=yes&



• Bank of Canada http://www.bankofcanada.ca/

• Inflation Calculator http://www.bankofcanada.ca/rates/related/inflation-calculator/




Business News Network http://bnn.ca


http://bnn.ca/

http://bnn.ca/

http://bnn.ca/


Think TankT TQuestions?


Think TankT T Financial Securities Think Tank

Michael A. Goldberg, OBEA, 2013

Documents

Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA