Financial Markets and Investment
Terms: 1 (not offered every term)
Grades: 11, 12, PG
Notes: Interested students who are currently in Macroeconomics must request this course. They will be given enrollment priority.
The course is designed for students looking to take a more prudent and active role in understanding and planning for their financial future. Students will be introduced to the decision€making involved when making investments, with a focus on the range of options an individual can use in developing a plan for their financial future. We will begin by discussing some of the hurdles an individual faces in today€™s changing financial landscape. This course will include learning about the trading of and the difference between cash, treasuries, corporate bonds, stocks, mutual funds, exchange€traded€funds, and other asset classes. Students will use Excel based spreadsheets and mathematical tools such as regression analysis, probability/risk assessment, bond calculation and others in analyzing investment plans. The nature of the course will lead to discussions of personal borrowing and credit, retirement and college saving accounts, insurance and other financial safeguards, as well as online resources that students can utilize to gather greater financial information.
Course texts: Investing Demystified, 2nd edition by Paul J. Lim. ISBN: 0€07€174912€1