Financial Literacy 20, 30
Course Configurations
Investigate stock markets and investment options.
Indicators for this outcome
| (a) | Investigate and discuss what a stock market is and how it operates. |
| (b) | Describe common types of investments such as cash, fixed income and equity. |
| (c) | Investigate the differences between securities sold by prospectus (e.g., often listed) and securities sold by exemption (e.g., not freely tradable –the exempt market). |
| (d) | Distinguish between assets that appreciate and assets that depreciate relative to investment potential. |
| (e) | Analyze different investment options such as savings accounts, stocks, bonds, Guaranteed Investment Certificates (GICs), mutual funds, index funds, derivatives, Exchange Traded Funds (ETFs), real estate, collectibles and/or business ownership. |
| (f) | Apply the Rule of 72 to estimate the growth in value of various investments. |
| (g) | Research the advantages and disadvantages of a variety of ways to invest (e.g., through a registrant, through an online discount broker and daytrading). |
| (h) | Identify fees and commissions associated with various investment options. |
| (i) | Research where (e.g., prospectus, Fund Facts, Globe Fund, and SEDAR.com) to find fund, stock and general market data. |
| (j) | Research and monitor the performance of a variety of stocks over a period of time. |
| (k) | Examine cultural and/or religious attitudes and beliefs (e.g., Islamic views of interest and investment opportunities) towards investment income. |
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