Thurs Jan 31

• Welcome
• Website Introduction
•    Course Outline + Classroom Expectations
• PowerPoint:  Intro To Financial Securities
• Article:  Real Life 101
• Intro to Textbooks
• Homework:   Personal Finance Definitions - due Fri.
• If time, start:  Reading Package + Q's:    Sources of Income  - due Mon.
  •  Money and Youth Book

Friday Feb 1

• Introduce homework policy
• Take-up:   Personal Finance Definitions
• Powerpoint:  Building Financial Security:  What do you know?
• Video: Princess
• If time, start:  Reading Package + Q's:    Sources of Income  - due Mon.
  •  Money and Youth Book
• Activity:  Financial Planning Basics - due Mon.

Mon Feb 4

• Take-up: Activity:  Financial Planning Basics +Reading Package + Q's:    Sources of Income   
•  Powerpoint: What does money mean to you? 
• Introduce:   Unit #1 Assign - Financial reality check - due next THURS!

Tues Feb 5  

• Video:  Maxed Out

Wed Feb 6

• Discuss: Video:  Maxed Out
• Personal Finance Section - The Toronto Star
• Activity:  Saving, Budgeting and Investing - due Thurs.
• Act:  If you're so smart, why aren't you rich? - due Thurs..
• Work on:   Unit #1 Assign - Financial reality check - due next THURS!

Thurs Feb 7

• Budgeting Activity:      How Long Will You Live? - due Fri..
• Work on:     Unit #1 Assign - Financial reality check - due next THURS!

Fri. Feb 8

• Take-up/hw check:  Activity:  Saving, Budgeting and Investing + Act:  If you're so smart, why aren't you rich?
• Take-up:   How Long Will You Live? -
• Article:   High Cost of Higher Education
• Activity:    Using RESPs to fund education
• Start: Reading Package + Q's:  Canada's Financial System  due Tues. 
  •   Reading:  Canada's Financial System
• Work on:    Unit #1 Assign - Financial reality check - due next THURS! 

Mon Feb 11

• Video: Intro to the Wealthy Barber
• Discuss/Introduce:   The Wealthy Barber - Q's - Ch#1-4  - due Wed.
• Complete:: Reading Package + Q's:  Canada's Financial System  due Tues. 
• •   Reading:  Canada's Financial System
• Work on:    Unit #1 Assign - Financial reality check - due THURS! 
• Announce quiz - WED!

Tues Feb 12

• Take-up: Reading Package + Q's:  Canada's Financial System   
• Reminder - quiz WED!
• Work on:     Unit #1 Assign - Financial reality check - due THURS!
•  The Wealthy Barber - Q's - Ch#1-4  - due Wed.

Wed Feb 13

• QUIZ
• Take-up:  The Wealthy Barber - Q's - Ch#1-4 
• Demonstration for Unit #1 Assign formatting (fit to one page)
• Work on:   Unit #1 Assign - Financial reality check - due THURS!

Thurs Feb 14

• Unit #1 Assign - Financial reality check  - due TUES! 
• PP:  Financial Institutions
• Activity:  Banking and Credit Cards- due Tues.
• Start reading:Start:  The Wealthy Barber - Q's - Ch#5 - due next Mon. 

Tues Feb 19

• Print and save in hand-in folder!!!! DUE TODAY!  Unit #1 Assign - Financial reality check 
• Take-up: Activity:  Banking and Credit Cards
• Credit Card Cartoons
• Video:  Secret history of the credit card
• PP: Debt/Credit Quiz
• Activity:  Debt/Credit - due Thurs.
• The Wealthy Barber - Q's - Ch#5 - due Mon 

 Wed Feb 20

• Video:  Borrowing Money
• Note:  how much can you afford +   activity:  how much can you afford? + take-up
• Activity:  Debt/Credit - due Thurs.
• The Wealthy Barber - Q's - Ch#5 - due Mon.
• Announce:  Unit #1 Test - next Tues.

Thurs. Feb 21

• Take-up:  Debt/Credit Assign - PP - first 23 questions
•  Activity:  Establishing Credit - due Fri
•  Activity:  Crisis of Credit - due Fri.
• Reminder:  The Wealthy Barber - Q's - Ch#5 - due Mon.
• Unit #1 Test Review

Fri Feb 22

• Take-up:  Debt/Credit PP - second section
• Take-up/discuss:Activity:  Crisis of Credit + Establishing Credit 
•  Note:  the Three C's + Building a Credit History
• Unit#1 Calculation Review + take-up
• Reminder:  The Wealthy Barber - Q's - Ch#5 - due Mon.
• Unit #1 Test Review

Mon Feb 25

• Take-up:   The Wealthy Barber - Q's - Ch#5 
• Announce - wealthy barber Quiz on ch 4/5 -  FRI!
• Unit#1 Calculation Review + take-up
• Unit #1 Test Review - test Tues!.

Tues Feb 26

• Unit #1 TEST 
• Start reading:  Wealthy Barber Ch#6/7 -due Tues. 

Wed Feb 27

• Activity:  Planning for your future - due THURS
• Reading:  Wealthy Barber Ch#6/7 q's  -due Tues

Thurs Feb 28

• Video:  Insurance - Common craft
• Take-up:  Planning for your future + PP - Insurance
• Activity: CFEE Quiz (print answers before submitting)- due Fri.
• A Glossary of Economic Terms - due Fri.
• Reading:  Wealthy Barber Ch#6/7 -due Tues

Fri March 1

• Wealthy Barber Quiz - 1-5
• Take-up: Activity: CFEE Quiz + A Glossary of Economic Terms + Discussion
• Canada's debt clock 
• Article:  Canada Faces a Recession 
• Activity: Canada Faces a Recession - due Mon.
• Start :Wealthy Barber Ch#6/7 -due Tues.

Mon Mar 4

• Take-up/hw check:Activity: Canada Faces a Recession
• PP:  Intro to the Economy
• Activity: Key Macro Concepts - due Tues.
• Reminder:Wealthy Barber Ch#6/7 -due Tues.

Tues Mar 5

• Take-up:  WB Ch 6/7 Q's - reminder Quiz THURS!
• Activity:  Home Ownership- due Wed.

Wed Mar 6 

•  Take-up: Activity:  Home Ownership-
• PP:  Home Ownership
• Dow hits record high
• Reminder:  WB Ch 6/7 Quiz - THURS!
• start: Wealthy Barber Q's Ch 8-10:  Due Mon after March Break! 

Thurs Mar 7

• WB Ch 6/7 Quiz - THURS 
• Take-up:  Activity: Key Macro Concepts
• Wealthy Barber Q's Ch 8-10:  Due Mon after March Break!
• Princess Episode

Mon Mar 18

• Take-up: Wealthy Barber Q's Ch 8-10: - quiz TUES!
• Activity: The Price is What?
• Note:  Inflation + The Price is What?
• Act:  Was Babe Ruth Underpaid? - due Tues. 

Tues Mar 19 

• Take-up:  WB - Ch #10
• Take-up:  Was Babe Ruth Underpaid
• Video:  Right on the Money
• Puzzle + Q's:  Right on the Money
• Activity:  Fiscal and Monetary Policy - due Wed.

Wed Mar 20

• WB Quiz - Ch 8-10
• Take-up/Hw check:Activity:  Fiscal and Monetary Policy
• Self-Check Answers
• Video + worksheet:  Bank of Canada
• Note + backgrounder:  Bank of Canada
• Reading:  The Interest in Your Life - + take-up.
• Introduce:  G8 comparison assignment - due?? .

Thurs Mar 21

• Shortened Class - Parent teacher interviews
• Work period:  G8 comparison assignment - due?? 
• Reading package:  the Macroeconomy Q + article - due Mon.

Fri Mar 22

• Reading:  The Interest in Your Life - + take-up.
• Note:  When Interest Rates Go Up and Down
• Article + Q's:  Investor expectations
• Reading package:  the Macroeconomy Q + article - due Mon.
• Work on:  G8 comparison assignment - due?? - Thurs before Easter (next Thurs)

Mon Mar 25

• Take-up:the Macroeconomy Q + article
• Article:  6 safe places for returns in a low rate world
• Note:  types of unemployment
• Activity:  Government Debt - due Tues
• Work on:  G8 comparison assignment - due Thurs.

Tues Mar 26

• Discussion of Activity:  Government Debt
• World Debt Clock
• Activity:  The Almighty Dollar- due Wed.
• Reminder:  G8 comparison assignment - due Thurs.
• Announce:  Unit #2 Test - next Thurs.

Wed Mar 27

• Take-up:  Activity:  The Almighty Dollar
• Activity:  Big Mac Index - due Thurs.
• Activity: Pros/Cons of Common Currency - due Thurs.
•  Work on:Reminder:  G8 comparison assignment - due Thurs.
• Reminder:  unit Test on Wed.

Thurs Mar 28

• G8 comparison assignment - due TODAY!.
• Take-up:  Big Mac Index + Pros/Cons of Common Currency
• Unit #2 Review Sheet + Short Answer Review - due Tues.
• Activity:  Major Economic Events - due Tues.

Fri Mar 29

• Good Friday!

Mon Apr 1

• Easter Monday!

Tues Apr 2

• Take-up: Major economic events
• Unit #2 Review Sheet + Short Answer Review
• Review day - test THURS!
• Activity:  Stock Basics - due Fri.
• Hand-out textbooks

Wed Apr 3

• CBC: The Bottom Line - Banks
• E-trade baby commercials
• Video:  stock market basics (25 min)
• Ch#5 review q's: P. 147#4,6,7,10,13-15,17,18,21  - due Mon. 

Thurs Apr 4

• TEST
• Activity:  Stock Basics - due Fri.
• Ch#5 review q's: P. 147#4,6,7,10,13-15,17,18,21  - due Mon.

Fri Apr 5

• Take-up:  Activity:  Stock Basics
• Video:  common craft - the stock market
• Intro Activity:  Misconceptions about trading + discussion
• Reading package 4.1 - 4.5:  How a Stock Market Works + Discussion:  4.6 columns of a stock page
• Exercise:  Reading Stock Pages - due Mon.
• Complete text q's:  Ch#5 review q's: P. 147#4,6,7,10,13-15,17,18,21 - due Mon.
• Announce:  Quiz next Fri

Mon Apr 8

• Take-up: Exercise:  Reading Stock Pages
• Ch#5 PP
• Take-up/hw check: Ch#5 review q's: P. 147#4,6,7,10,13-15,17,18,21
• Activity:  Market Indices and the TSX - due Tues.

Tues Apr 9 

• Take-up Test
• Video:  IPOs + Wall Street IPO Video
• Facebook IPO overvalued + Facebook fad? + Canadian investors out of luck with Facebook IPO
• Video: What is an index?
• Take-up: Activity:  Market Indices and the TSX 
• 4.7 Exercise Q #1-5 : Using stock indexes to read market trends (need newspaper stock page for this ) - due Wed.
• Reminder:  Quiz Fri.
• Introduce:  Financial Gurus Presentation + Presentation guidelines + guru list choose a guru and report it to Ms. Cole (can be done in pairs if approved)

Wed Apr 10

• Take-up:  4.7 Exercise
• Review for quiz
• Work on:  Financial Gurus Presentation + Presentation guidelines -  choose a guru and report it to Ms. Cole (can be done in pairs if approved) - to present WED.

Thurs Apr 11

• LITERACY TEST

Fri Apr 12

• Quiz
• Article: Is history repeating itself + article questions + take-up
• Work on:  Financial Gurus Presentation + Presentation guidelines -  choose a guru and report it to Ms. Cole (can be done in pairs if approved) - to present WED!

Mon Apr 15

• Discusion:  Why Buy Stocks + Calculating Yield Example
• Activity:  Calculating Returns - due Tues.
• Work on:  Financial Gurus Presentation + Presentation guidelines -  choose a guru and report it to Ms. Cole (can be done in pairs if approved) - presentations start WED

Tues Apr 16

• Act:  Rank the Companies - due Thurs.
• Work on:  Financial Gurus Presentation + Presentation guidelines -  choose a guru and report it to Ms. Cole (can be done in pairs if approved) - presentations WED!

Wed Apr 17

• Presentations!
• Complete:Act:  Rank the Companies - due Mon.

Thurs Apr 18

• Work period:
• Activity: Who regulates the stock market? - due Fri.
• Complete:Act:  Rank the Companies - due Mon.

Fri Apri 19

• Complete Presentations
• Take-up:  Who regulates the stock market? + Take-up:  Activity:  Calculating Returns
• Complete:Act:  Rank the Companies - due Mon.

Mon Apr 22

• Take-up:  Who regulates the stock market? + Take-up:  Activity:  Calculating Returns + Act:  Rank the Companies
• Section 6 reading package
• 6.1-6.3 reading package + discussion
• Video: Earnings per share
• Video: Investopedia P/E ratio
• Video: P/E ratio
• Activity:  P/E ratios - due Tues.
• Ratio Activity - due Tues.

Tues Apr 23

• Take-up: 
• Activity:  P/E ratios + Ratio Activity
• Discussion/note:  Summary of Criteria for a Financial Analysis
• 6.7 Exercises - due Wed.
• Complete last 5 Q's on: Activity:  P/E ratios - due Wed. 
• Unit test - next Tues.

Wed Apr 24

• Take-up:  6.7 exercises
• Ex 6.4:  Balance Sheet worked ex
• Ex 6.5:  Income Statement Worked Ex
• Article:  Tips for Investing
• Introduce:  Stock Market Simulation - to start Thurs.
• Intro:  Comparing Companies Assign - due Mon.

Thurs Apr 25

• Note:  Types of Stocks
• Activity:  types of stocks - due Fri.
• START TRADING!!!!!!
• Work on: Comparing Companies Assign- due Mon.

Fri Apr 26

• Take-up:  types of stock
• Note: Stock Portfolios and Diversification
• Note:  Determining the Quality of Stocks
• Activity:  Determining the Quality of Stocks- due Mon.
• Work on: Comparing Companies Assign- due Wed.

Mon Apr 29

• Take-up:  Determining the Quality of Stocks
• Review for Unit #4 Test
• Review Calculation

Tues Apr 30

• Unit TEST
• Textbook reading - Ch#1 review q's: #1-3,5-8,12-14, 17,18,20-25,27,28 - due Mon.
• Comparing Companies Assign- due Wed,

Wed May 1

• Comparing Companies Assign- due TODAY
• Interactive Investments Chart
• Activity:  5 stages of Investing - due Thurs.
• Activity:  Efficient Markets - due Thurs.
• Complete:  Textbook reading - Ch#1 review q's: #1-3,5-8,12-14, 17,18,20-25,27,28 - due Mon. 

Thurs May 2

• Hw check:  5 stages of investing + Efficient Markets Activity
•  Note:  Efficient Markets
• Video:  Common Craft Investing (www.commoncraft.com
• Activity/handout:  Risk /Return definitions + Activity:  Risk Comfort Level - due Fri.
• Complete:  Textbook reading - Ch#1 review q's: #1-3,5-8,12-14, 17,18,20-25,27,28 - due Mon.

Fri May 3

• Complete:  Risk profile quiz
• HW check:  definitions + Risk Comfort Activity
• PP:  Risk and Return
• Activity:  How Money Grows at different rates - due Tues. - to hand in
• Textbook reading - Ch#1 review q's: #1-3,5-8,12-14, 17,18,20-25,27,28 - due Mon.
• Announce Quiz on Tues.

Mon May 6

• Powerpoint:  CH#1
• Take-up/hw check:  Textbook reading - Ch#1 review q's: #1-3,5-8,12-14, 17,18,20-25,27,28
• Quiz on Tues.
• Activity:  How Money Grows at different rates- due Tues. to hand in

Tues May 7

• Activity:  How Money Grows at different rates - due today- to hand in (also save in hand-in folder)
• Unit #3 QUIZ
• Read for discussion on Wed:  Royal Bank being sued over "wash trades" - read article 1 + article 2
• Activity:  Types of Taxes - due Wed.
• If time, start text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33 - due next Tues.

Wed May 8

• Take-up:  Types of Taxes + discussion re: Royal Bank being sued over "wash trades" - read article 1 + article 2
• PP : Tax Quiz
• Activity:  Investment Taxes - due Thurs.
• Start text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33 - due next Tues.

Thurs May 9

• Take-up/hw check:  Investment Taxes
• Tax slideshow
• Activity:  Calculating Income Tax Rates
• Start text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33 - due next Tues.

Fri May 10

• Take-up:Activity:  Calculating Income Tax Rates 
• Start:  Investment Alternatives Group Activity - + new link to research - to present Wed/Thurs.
• Text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33 - due next Tues.

Mon May 13

• Take-up:Activity:  Calculating Income Tax Rates (answers)
• Work period:Investment Alternatives Group Activity + new link to research - to present Wed, worksheet due Tues for Ms. Cole to photocopy!!!
• Text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33 - due Tues.
•  Announce: Unit #3 Test - next

Tues May 14

• Take-up:  Text reading - Ch#2 - review q's:  P. 52#2-5,7,8,11,13-16,21-25,30,33
• PP: Ch#2 
• Work period:Investment Alternatives Group Activity + new link to research - to present Wed.
• Presentation worksheets due for photocopying - TODAY!!!!

Wed May 15

• Presentations
• ISU part #1  +  client profiles - Mon May 27

Thurs May 16

• Presentations
• ISU part #1  +  client profiles - Mon May 27
• Start:  Activity:  Pros/Cons of Investments - due Wed.

Fri May 17

• Work period:
• ISU part #1  +  client profiles - Mon May 27
• Start:  Activity:  Pros/Cons of Investments - due Wed. 

Tues May 21

• Activity:  Pros/Cons of Investments - part 1 - due Wed.
• ISU part #1  +  client profiles - Mon May 27

Wed May 22

• Note:  Other Investments + take-up: Activity:  Pros/Cons of Investments - part 1
• Activity:  Pros/Cons of Investments - part 2 - due Thurs.
• ISU part #1  +  client profiles - Mon May 27

Thurs May 23

• Take-up:Activity:  Pros/Cons of Investments - part 2
• Review for Test
• ISU part #1  +  client profiles - Mon May 27

Fri May 24

• TEST
• ISU part #1  +  client profiles - Mon May 27
• Article:  Miracle of Compound Returns - read for Mon.

Mon May 27

• ISU part #1  +  client profiles - due TODAY
• Introduce:  ISU Part #2 - due next Mon
• Discussion:  Miracle of Compound Returns
• 1.1-1.4 reading package + discussion
• 1.5 exercise:  How long does it take to double your money - due Tues.

Tues May 28

• Take-up/hw check:  1.5 How long does it take, etc...........
• Article: Rule of 72
• Discuss 1.3 + Note:  Future Value + exercises + take-up.
• Note:  compounding periods less than one year + examples + take-up
• 1.7 exercises - due Wed.
• Work on:  ISU Part #2 - due Mon 
• Announce:  Quiz Fri.

Wed May 29

• Take-up:  1.7 exercises
• Note:  Present Value and Negative Exponents
• Present and Future Value Exercises - due Thurs.
• Work on:  ISU Part #2 - due Mon 

Thurs May 30

• Take-up: Present and future value exercises
• Extra review for quiz + take-up
• Work on:  ISU Part #2 - due Mon

Fri May 31

• Quiz
• Activity:  Intro to Bonds Qs + Bonds Note - due Mon.
• Complete:  Work on:  ISU Part #2 - due Mon.

Mon June 3

•  ISU Part #2 - due TODAY!!!
• Take-up:  Intro to Bonds
• Note:  Bond Basics
• Note 2.2 strip bonds + examples
• Start:  Act 2.5 exercises #1-6 - due Tues..
• Intro:  ISU Part #3 - due Fri.

Tues June 4

• Take-up: Act 2.5 exercises #1-6
• Note:  Annuities and Installment Payments
• Complete 2.5 #7-9 - due Wed,
• Work on:  ISU Part #3 - due Fri.

Wed June 5

• Take-up:  2.5 #7-9
• Take-up:  Buying vs. Leasing
• Note:  Buying vs. Leasing + Finances of buying vs. leasing
• Act:  To buy or lease - due Fri.
• Complete: ISU Part #3 - due Fri.

Thurs June 6

• Take-up:  Act:  To buy or lease
• 3.5 exercises - due Fri.
• Start Test review - due Mon.
• Reminder - test Tues.

Fri June 7

• ISU #3 DUE
• Take-up:  3.5 exercises
• Extra test review - due Mon.
• Intro: ISU #4 - due Thurs.

Mon June 10

• Extra test review - take-up
• More test review + answers
• Test topic review
• Reminder: ISU #4 - due Thurs.

Tues June 11

• TEST
• Reminder: ISU #4 - due Thurs..
• Start:  Exam math review - due Thurs

Wed June 12.

• Exam topic review session
• Tests back?
• Work on: Exam math review - due Thurs.
•  ISU #4 - due TODAY

Thurs June 13

• ISU #4 - due
• Take-up: Exam math review -
• Exam stock calculation review + answers