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/sites/default/files/styles/binder_icon_thumbnail/public/binder-lists/icons/06_Finance_cmyk_300px-Icon_6.png?itok=i2msNodM
15

Securities and Investments

Cluster/Pathway/Course
Finance
Securities & Investments
Securities and Investments
Grade Range
9
10
11
12
13
Release Date
12-14-2017
Tags:
Finance
Investments
Statements
Principles of Business
Investing
SMART Goals
Balance Sheet
Marketing
Securities
Stocks
Annual Report
Finance
Risk
Ratios
Planning
Securities Regulation
Investment
Financial Information
Financial and Investment Planning
Regulatory Provisions
Investment Models
Business Financial Management
Investment Education
Capital Asset Pricing
Economic Factors
Savings
Theories
Start
download related documents
Description

In Securities and Investments, students will understand the laws and regulations to manage business operations and transactions in the securities industry.

This binder does not contain all lesson plans for this course. This content can be used with any textbook or instructional materials. If locally adapted, make sure all TEKS are covered.

Resources

Scope and Sequence

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_300px-Icon.png?itok=w5WmoelR Scope and Sequence: Securities and Investments
Resource ID: 19388
Grade Range: 10, 11, 12

CTE TEKS - Implemented 2017-2018, adopted in 2015

Securities and Investments course scope and sequence within the Finance Career Cluster® summarizes the content to be taught, and one possible order for teaching the units of instruction. A brief description of each unit and the corresponding TEKS are included. This scope and sequence may be adapted or adopted by the local education agency.

View Resource

Program of Study

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_rgb_300px-Icon.png?itok=4Ewxuvni Program of Study: Actuary
Resource ID: 19741
Grade Range: 9, 10, 11, 12, 13

Based on the House Bill 5 Foundation High School Program, the Actuary program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.


Program of Study

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_300px-Icon.png?itok=w5WmoelR Program of Study: Financial Controller
Resource ID: 19742
Grade Range: 9, 10, 11, 12, 13

Based on the House Bill 5 Foundation High School Program, the Financial Controller program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.


Program of Study

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_300px-Icon.png?itok=w5WmoelR Program of Study: Financial Examiner
Resource ID: 19745
Grade Range: 9, 10, 11, 12, 13

Based on the House Bill 5 Foundation High School Program, the Financial Examiner program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.


Program of Study

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_300px-Icon.png?itok=w5WmoelR Program of Study: Financial Manager
Resource ID: 19747
Grade Range: 9, 10, 11, 12, 13

Based on the House Bill 5 Foundation High School Program, the Financial Manager program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.


Unit 1: Professional Standards

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 2: Laws, Regulations, and Ethics

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_300px-Icon_5.png?itok=hinqIoNb Lesson Plan: Regulating the Securities Industry
Resource ID: 11959
Grade Range: 10, 11, 12
Institution: UNT

In this lesson, students will identify agencies and organizations that regulate the securities industry, determine the components of regulatory provisions, and identify organizations that work toward investment education.

View Resource

Unit 2: Laws, Regulations, and Ethics

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Review the scope and sequence document. One or more lesson plans are currently not available.
Resource ID: CSLP01

One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 3: Investment Analysis and Selection Processes

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_50px-Icon_5.png?itok=v1rsqG8p Lesson Plan: Savings
Resource ID: 11961
Grade Range: 10, 11, 12
Institution: UNT

This lesson introduces students to the importance of saving and investing. Students will identify the differences between saving and investing, explore the concept of compounding to increase investment returns, and identify components of SMART goals as related to setting financial goals.

View Resource

Unit 3: Investment Analysis and Selection Processes

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_50px-Icon_16.png?itok=fvD9jw1V Lesson Plan: Risky Business
Resource ID: 11963
Grade Range: 10, 11, 12
Institution: UNT

In this lesson, students will be introduced to the concepts of risk and investments. They will understand the risk involved when investors are trying to make their money work for them. Tolerance for risk is reviewed and what students can do to protect themselves from risk in the future.

View Resource

Unit 3: Investment Analysis and Selection Processes

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_50px-Icon_1.png?itok=RAxICrMz Lesson Plan: Investment Models
Resource ID: 11965
Grade Range: 10, 11, 12
Institution: UNT

This lesson introduces students to various methods used in analyzing investments. Students will learn about Capital Asset Pricing Model, Modern Portfolio Theory, Arbitrage Pricing Theory, and compare and contrast the various investment selection strategies.

View Resource

Unit 3: Investment Analysis and Selection Processes

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_50px-Icon.png?itok=JHwLVAsT Lesson Plan: Interpreting Financial Information
Resource ID: 11967
Grade Range: 10, 11, 12
Institution: UNT

This lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.

View Resource

Unit 4: Values and Calculations

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/06_Finance_cmyk_50px-Icon.png?itok=JHwLVAsT Lesson Plan: Interpreting Financial Information
Resource ID: 11967
Grade Range: 10, 11, 12
Institution: UNT

This lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.

View Resource

Unit 4: Values and Calculations

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Review the scope and sequence document. One or more lesson plans are currently not available.
Resource ID: CSLP01

One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 5: Operational Activities and Commissions

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 6: Investment Environments and Economic Relationships

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 7: Demonstrate Your Understanding of Securities and Investments

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 8: Certification and Licensing

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

Unit 9: Postsecondary Planning

/sites/default/files/styles/linkit_result_thumbnail/public/resources/icons/Capture.PNG?itok=2g7G_XbU Lesson plans are currently not available. Review the scope and sequence document and TEKS.
Resource ID: CSLP02

Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.

You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.

If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.

View Resource

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