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Presented by Michael A. Goldberg, Martingrove CI, TDSB (Michael.Goldberg@tdsb.on)

Presented by Michael A. Goldberg, Martingrove CI, TDSB (Michael.Goldberg@tdsb.on.ca) Bilal Mirza, Marc Garneau CI, TDSB ( Bilal.Mirza @tdsb.on.ca) April 20, 2012. Agenda. Introduction Why Does This Course Exist? An IDC Course Introducing IDC4U in Your School Course Outline & Structure

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Presented by Michael A. Goldberg, Martingrove CI, TDSB (Michael.Goldberg@tdsb.on)

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  1. Presented by Michael A. Goldberg, Martingrove CI, TDSB (Michael.Goldberg@tdsb.on.ca) Bilal Mirza, Marc Garneau CI, TDSB (Bilal.Mirza@tdsb.on.ca) April 20, 2012 Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  2. Agenda • Introduction • Why Does This Course Exist? • An IDC Course • Introducing IDC4U in Your School • Course Outline & Structure • Assignment Samples • Resources Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  3. 2. Why Does This Course Exist? • 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 & Bilal Mirza, 2011

  4. 3. An IDC Course • Approved as an Interdisciplinary Course • great thinkers were all interdisciplinary – Pascal, Descartes, Locke, Shakespeare • global world - interconnected and interdependent • new areas of study with innovation and insight • locally developed courses • Tidbit: IDCs are very popular in the US • U. of Waterloo – new degree in IDC! Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  5. 3. An IDC Course • 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” Source: The Ontario Curriculum: Grades 11 and 12. Interdisciplinary Studies. Page 4. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  6. 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 3. An IDC Course Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  7. 4. Introducing IDC4U in Your School • 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 & Bilal Mirza, 2011

  8. Personal Insights and Opinions • Tremendous exposure to students • Develops and enhances financial literacy and numeracy skills • One of the most popular grade 12 option courses in the school • Created assignments, case studies, tests, and activities • Invite several guest speakers Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  9. 5. Course Outline & Structure • 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 & Bilal Mirza, 2011

  10. IDC Approach to Financial Securities • Expectations taken from the following: • Economics • Data Management • Accounting • Entrepreneurship • Law • Others – Marketing, Management, etc Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  11. 1. Research • Library visit • 10 Stock Research Project Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  12. 2. Taxation • Prepare a tax return • Use the CRA resource Teaching Taxes • Updated every year Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  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 & Bilal Mirza, 2011

  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 & Bilal Mirza, 2011

  15. 5. Fixed Income & Equity-Based Securities • Stock market simulation • Eg. WLU Stock Market Competition Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  16. 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 & Bilal Mirza, 2011

  17. 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 & Bilal Mirza, 2011

  18. Web-based Resources • Bank of Canada http://www.bankofcanada.ca/en/ • Inflation Calculator http://www.bankofcanada.ca/en/inflation_calc.htm Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  19. Web-based Resources • Google Finance http://www.finance.google.ca/finance Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  20. Web-based Resources • Investor Education Fund http://www.getsmarteraboutmoney.ca/ Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  21. Web-based Resources • The Montreal Derivatives Exchange http://www.me.org/ Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  22. Web-based Resources • MoneySense magazine http://www.moneysense.ca/ Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  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 & Bilal Mirza, 2011

  24. Web-based Resources • Business News Network http://bnn.ca Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  25. Web-based Resources Twitter! Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

  26. Feedback • Please take a moment to provide some feedback • Thanks for your time! Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011

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