1. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

2. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 Agenda 1.Introduction 2.Why Does This Course Exist? 3.An IDC Course 4.Introducing IDC4U in Your School 5.Course Outline & Structure 6.Assignment Samples 7.Resources

3. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

4. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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!

5. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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.

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

7. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

8. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

9. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

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

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

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

13. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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)

14. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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!

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

16. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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!

17. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 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

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

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

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

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

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

23. Financial Securities Think Tank Michael A. Goldberg & Bilal Mirza, 2011 Web-based Resources SEDAR http://www.sedar.com/homepage_en.htm EDGAR http://www.sec.gov/edgar.shtml

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

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

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