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

Michael A. Goldberg @MrMGoldberg Martingrove CI, TDSB April 19, 2013 @OBEA. Agenda. Introduction Why this Course Exists What’s An IDC Course?/ IDC Rules Introducing IDC4U at Your School Course Outline & Structure Units/Assignments Resources. Financial Securities Think Tank

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

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

  2. Agenda • Introduction • Why this Course Exists • What’s An IDC Course?/ IDC Rules • Introducing IDC4U at Your School • Course Outline & Structure • Units/Assignments • Resources Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  3. 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 Tank Michael A. Goldberg, OBEA, 2013

  4. 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. 3. What’s an IDC Course? (Source: The Ontario Curriculum: Grades 11 and 12. Interdisciplinary Studies. MOE. Page 4.) Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  5. 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 Tank Michael A. Goldberg, OBEA, 2013

  6. All three course codes (courses) have three strands: Theory and Foundation Processes and Methods of Research 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 Tank Michael A. Goldberg, OBEA, 2013

  7. Positives 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 Tank Michael A. Goldberg, OBEA, 2013

  8. 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 Tank Michael A. Goldberg, OBEA, 2013

  9. 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 Tank Michael A. Goldberg, OBEA, 2013

  10. 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 Tank Michael A. Goldberg, OBEA, 2013

  11. 1. Research • Library visit • 10 Stock Research Project Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  12. 2. Taxation • Prepare a tax return • Use the CRA resource Teaching Taxes • Updated every year Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  13. 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 Tank Michael A. Goldberg, OBEA, 2013

  14. 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 Tank Michael A. Goldberg, OBEA, 2013

  15. 5. Fixed Income & Equity-Based Securities • Stock market simulation • Eg. Marketwatch.com/Nippissing Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  16. 5. Fixed Income & Equity-Based Securities (2 units combined) Stock market simulation-based presentation Eg. MarketWatch/Nippissing University

  17. 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 Tank Michael A. Goldberg, OBEA, 2013

  18. 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 Tank Michael A. Goldberg, OBEA, 2013

  19. Web-based Resources • Google Finance http://www.google.ca/finance Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  20. Web-based Resources • Investor Education Fund http://www.getsmarteraboutmoney.ca/ http://www.inspirefinanciallearning.ca/ (for teachers) Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  21. Web-based Resources • MoneySense magazine http://www.moneysense.ca/ Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  22. Web-based Resources • CBC News – Business http://www.cbc.ca/news/business/ Video: http://www.cbc.ca/player/News/Business/ Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  23. Web-based Resources • SEDAR http://www.sedar.com/homepage_en.htm • EDGAR http://www.sec.gov/edgar.shtml Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  24. Web-based Resources • The Montreal Derivatives Exchange http://www.me.org/ Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  25. Web-based Resources • Bank of Canada http://www.bankofcanada.ca/ • Inflation Calculator http://www.bankofcanada.ca/rates/related/inflation-calculator/ Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  26. Web-based Resources • Business News Network http://bnn.ca Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

  27. Questions? Financial Securities Think Tank Michael A. Goldberg, OBEA, 2013

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