Unit_4F - INDIANA DEPARTMENT OF FINANCIAL INSTITUTIONS...

Info iconThis preview shows pages 1–4. Sign up to view the full content.

View Full Document Right Arrow Icon

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: INDIANA DEPARTMENT OF FINANCIAL INSTITUTIONS CONSUMER CREDIT EDUCATION CONSUMER FINANCE UNIT 4 Investment Information INTRODUCTION Both before and after you make an investment you should gather and use information. You will want to know such things as earnings history, risk factors, quality of management and opportunities for future growth and income in order to select appropriate investments. After you buy, you will want to track the investment's market price and earnings compared to other investment options. KEY CONCEPTS Investment Information: A Teaching Guide contains learning objectives that focus on: • Identify sources of financial information • Read newspaper price quotations of stocks, bonds and mutual funds • List factors to consider when selecting financial advisors Each unit contains learning objectives, background information for teachers and students, suggested activities, overhead transparency masters, student handouts, and worksheets, additional resources, and student exercise/s. The appendix includes sources of additional information and a glossary of terms. You can successfully manage your money if you have the know-how and the will to set aside some of today's income for the things you will want and need in the future. Before beginning this unit, review the DFI Web Site on Investment Information. Hundreds of classroom teachers have used earlier editions of this guide. We hope you and your students find it a useful educational tool. 4-1 TOPIC 1 Information About Markets & Securities Objective ◆ Students will learn the types of financial markets and securities available. ◆ Students will learn how stocks and bonds are quoted. Materials Needed Reading 1 "Information About Markets & Securities” Worksheet 1 “A Mutual Fund Prospectus” Worksheet 2 “Readings on Investments” Worksheet 3 “Stock and Bond Fractions” Handout 1 “Stock Quotations” Worksheet 4 “Stock Quotations” Handout 2 “Bond Quotations” Worksheet 5 “Bond Quotations” Handout 3 “Mutual Fund Quotations” Worksheet 6 “Mutual Fund Quotations” Answer Key Directions 1. Give students Reading 1 , “ Information About Markets & Securities ,” to read and discuss. 2. Provide or have students collect a variety of prospectuses from local brokers. Have students work in small groups to complete the Worksheet 1 and report their findings to the class. 3. Have students read Worksheet 2 and report on current articles in financial publications found in the local library. Topics could include: • How to select a financial planner • Economic indicators and investment decisions • Comparing performance among groups of mutual funds 3. Discuss how stock and bond fractions are quoted. Give examples. Have students complete Worksheet 3 . [See ” Answer Key .”] 4-2 5. As a homework assignment, have students study Handouts 1-3 on stock, bond, and mutual fund quotations and complete Worksheets 4-6 . Discuss the answers in class....
View Full Document

{[ snackBarMessage ]}

Page1 / 46

Unit_4F - INDIANA DEPARTMENT OF FINANCIAL INSTITUTIONS...

This preview shows document pages 1 - 4. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online