Financial Literacy 20, 30
Financial Literacy 20, 30 homepage Outcomes & Indicators Resources

Course Configurations

Financial Literacy 20

Financial Literacy 30

Suggested Modules for Middle-Level PAA Survey Courses

← FINL29F
FINL30A →
FINL29G
Module 29G: Investment Portfolio (Optional)
Suggested Time: 10-15 hours
Level: Advanced
Prerequisite: Modules 5 and 29A
Outcome
Construct an investment portfolio that includes short-, medium- and long-term investment goals.
Indicators
(a) Determine the investor profile for oneself or for an individual in a given scenario using an investor profile assessment.
(b) Assess the risk tolerance for oneself or for an individual in a given scenario.
(c) Describe investment goals for oneself or for an individual in a given scenario.
(d) Compare the features of various investment types (e.g., stocks, bonds and mutual funds).
(e) Discuss the reasons for diversifying an investment portfolio to support short-, medium- and long-term goals.
(f) Explain the relationship between risk/return and diversification of investments.
(g) Research and compare features of different types of investment strategies and styles such as the Couch Potato, market timing, dollar-cost averaging, leverage investing, short selling, index investing, Value/Growth and Dividend Reinvestment Plan (DRIP).
(h) Discuss the advantages and disadvantages of developing and managing one’s own investment portfolio compared to working with a financial advisor.
(i) Identify and evaluate services that assist individuals with investing.
(j) Analyze the risk and relationship between inflation and rate of return.
(k) Research the concept of “buying low and selling high.”
(l) Assess the financial implications (e.g., capital gains) of acquiring and disposing of capital assets.
← FINL29F
FINL30A →
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Resources
R008607
Money and Finances
This Government of Canada website has current information on concepts related to financial literacy. There is a useful search menu to locate information on specific course topics. The content is written suitably for students and some topics include videos, tools and calculators, online courses and modules that may be useful for use in the classroom.
Links :
Website
Media and Formats : Website
Price : Free
free
canadiancontent
Record posted/updated: February 8, 2022
R007555
Money and Youth: A Guide to Financial Literacy

This Canadian textbook supports the Financial Literacy curriculum and provides information at a suitable introductory level. The resource is organized under six headings for a total of 15 modules. The headings include: Goals, Values and Decision-making; Getting and Earning Money; Spending Money and Taking Control; Borrowing Money and Using Credit; Saving and Investing Money; and Protecting Assets and Planning for the Future.

The resource includes:

  • Student Guide, English or French, free online PDF version or hard copies can be ordered at a minimal fee
  • Teacher's Guide, English or French, free online version
 
(More information)
Links :
Click here: Money and Youth, Website
Media and Formats : Book Document
Price : Free PDF or print copies at a minimal fee.
canadiancontent
borrow_from_stf
Record posted/updated: October 2, 2024
R105125
Personal Finance(9th Canadian ed.)

This Canadian textbook is divided into five parts:

  • Planning Your Personal Finances
  • Managing Your Personal Finances
  • Insuring Your Assets
  • Investing Your Financial Resources
  • Controlling Your Financial Future

The resource contains case studies, concept checks, assignments and assessment examples.

There are four purchase options:

  • eBook
    • eBook only (online version of textbook)
  • Connect 
    • eBook, homework, adaptive assignments and study tools
  • Connect and print text
    • eBook, homework, adaptive assignments and study tools
    • printed textbook
  • Print text
    • printed textbook only
(More information)
Links :
McGraw Hill Website
Media and Formats : Book
Price : See website
canadiancontent
Record posted/updated: August 8, 2024