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Buying Your First Stock: A Lesson Plan for Understanding Stocks and Stock Quotes, Study notes of Finance

University of GloucestershireFinance

A lesson plan for teaching students about buying their first stock. The plan includes various activities, such as using PersonalFinanceLab.com to learn about stocks, ticker symbols, and stock quotes. Students will also engage in class and small group discussions, and complete assessments. By the end of the lesson, students will be able to explain what a stock is, understand the importance of researching before investing, and read and evaluate a stock quote.

Typology: Study notes

2021/2022

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Lesson Plan Includes
Activity Summary
Standards
Vocabulary
Overview
• Introduction
Time: 5 Minutes
• PFL What is a Stock Lesson
Time: 15 Minutes
Requires: PFinLab Curriculum Site License, Computer
Access
• PFL Ticker Symbol Lesson
Time: 15 Minutes
Requires: PFinLab Curriculum Site License, Computer
Access
• PFL Getting Trade Ideas Lesson
Time: 15 Minutes
Requires: PFinLab Curriculum Site License, Computer
Access
• PFL Investing 101 Chapters 1—3
Time: 120 Minutes
Requires: PFinLab Curriculum Site License, Computer
Access
• Ticker Talk
Time: 20 Minutes Requires:
Computer Access
• Stock Market Game
Time: 15 Minutes
Requires: PFinLab Curriculum Site License, Computer
Access
Buying Your First Stock
This lesson is an introduction to buying a stock. Students will be introduced
to basic vocabulary that is involved with a buying and owning a stock. Stu-
dents will be going through the entire process of buying a stock from looking
up the stocks ticker symbol to buying a stock on the market.
Objectives
By the end of the lesson, students will:
• Explain what a stock is
• Understand the importance of researching before investing
• Read and evaluate a stock quote
• Buy a stock on PersonalFinanceLab.com
Employment and Income:
Standard 2. Compare sources of personal income and compensation.
Standard 3. Analyze factors that affect net income.
Investing
Standard 1. Explain how investing may build wealth and help meet
financial goals.
Standard 2. Evaluate investment alternatives.
Standard 3. Demonstrate how to buy and sell investments.
Standard 4. Investigate how agencies protect investors and regulate
financial markets and
products.
This listing is based on the Jump$tart National Standards for Personal Finance. To see how this lesson
aligns with other standards (including for your state), visit content.PersonalFinanceLab.com/Standards
• Stock: a share of ownership of a company
• Stock Quote: is the price of a stock as quoted on an exchange. A
basic quote for a specific stock provides information, such as its bid and ask
price, last traded price, and volume traded.
• Ticker Symbol: an arrangement of characters—usually letters—representing
particular securities listed on an exchange or otherwise traded publicly.
• Portfolio: grouping of financial assets such as stocks, bonds, commodities,
currencies and cash equivalents, as well as their fund counterparts, including
mutual, exchange-traded and closed funds.
Direct Instruction
Accompanying
Presentations
Class Discussion
Full Class
Activities
Individual
Activities
In Class or
Homework
Technology-Based
Activities
Worksheets
Assessments
External
Resources
Small Group
Activities
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pf4
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Download Buying Your First Stock: A Lesson Plan for Understanding Stocks and Stock Quotes and more Study notes Finance in PDF only on Docsity!

Lesson Plan Includes

Activity Summary

Standards

Vocabulary

Overview

  • Introduction Time: 5 Minutes
  • PFL What is a Stock Lesson Time: 15 Minutes Requires: PFinLab Curriculum Site License, Computer Access
  • PFL Ticker Symbol Lesson Time: 15 Minutes Requires: PFinLab Curriculum Site License, Computer Access
  • PFL Getting Trade Ideas Lesson Time: 15 Minutes Requires: PFinLab Curriculum Site License, Computer Access
  • PFL Investing 101 Chapters 1 — 3 Time: 120 Minutes Requires: PFinLab Curriculum Site License, Computer Access
  • Ticker Talk Time: 20 Minutes Requires: Computer Access
  • Stock Market Game Time: 15 Minutes Requires: PFinLab Curriculum Site License, Computer Access

Buying Your First Stock

This lesson is an introduction to buying a stock. Students will be introduced to basic vocabulary that is involved with a buying and owning a stock. Stu- dents will be going through the entire process of buying a stock from looking up the stocks ticker symbol to buying a stock on the market.

Objectives

By the end of the lesson, students will:

  • Explain what a stock is
  • Understand the importance of researching before investing
  • Read and evaluate a stock quote
  • Buy a stock on PersonalFinanceLab.com

Employment and Income:

Standard 2. Compare sources of personal income and compensation.

Standard 3. Analyze factors that affect net income.

Investing

Standard 1. Explain how investing may build wealth and help meet

financial goals.

Standard 2. Evaluate investment alternatives.

Standard 3. Demonstrate how to buy and sell investments.

Standard 4. Investigate how agencies protect investors and regulate

financial markets and

products.

This listing is based on the Jump$tart National Standards for Personal Finance. To see how this lesson aligns with other standards (including for your state), visit content.PersonalFinanceLab.com/Standards

  • Stock: a share of ownership of a company
  • Stock Quote: is the price of a stock as quoted on an exchange. A basic quote for a specific stock provides information, such as its bid and ask price, last traded price, and volume traded.
  • Ticker Symbol: an arrangement of characters—usually letters—representing particular securities listed on an exchange or otherwise traded publicly.
  • Portfolio: grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. Direct Instruction Accompanying Presentations Class Discussion Full Class Activities Individual Activities In Class or Homework Technology-Based Activities Worksheets Assessments External Resources Small Group Activities

Instructor’s Guide

Introduction

Explain to students that: A Stock is a share of ownership of a company Explain: That it when you buy a stock you are investing your money into something in order to get something in return. It is important to know what you are investing in so you don’t lose you money. Explain: That there are many terms involved with buying a stock such as ticker symbol, trading and quotes. If the students have no idea what those terms are that’s okay because today they will be learning all about that today. Time: 5 Minutes Type: Required Resources:

Independent Activities

Activities designed for students to learn independently—either in class or as homework. Some activities include presentations if you prefer to use them for direct instruction instead of independent study.

PFinLab What is a Stock Lesson

Assign your students the “What is a Stock” lesson on PersonalFinanceLab.com. This lesson is an introduction to stocks. The lesson goes into detail about all the different things and terms that are involved with stocks. Students will also learn how to make a stock trade on the PersonalFinanceLab.com. Students will be required to complete the quiz at the end as an assessment. If used as homework, follow up with discussion questions the next day Discussion Questions:

  • What is a stock?
  • What benefits come with stocks?
  • Where can you buy a stock? Resource Links: Lesson Content (Included in the Assignment on PersonalFinanceLab.com)

What is a Stock? (personalfinancelab.com)

Accompanying Presentation:

What Is A Stock Presentation - Personal Finance Lab

Time: 15 Minutes Type: Required Resources:

  • PFinLab Curriculum
  • Computer Access

Instructor’s Guide PFinLab Reading Stock Quotes Lesson Assign your students the “Reading Stock Quotes” lesson on PersonalFinanceLab.com. This lesson goes into detail about what a stock quote is and all the terms that are involved with a stock quote. They will be required to complete the quiz at the end as an assessment. If used as homework, follow up with discussion questions the next day. Discussion Questions:

  • What is the purpose of a stock quote?
  • How are bid price and ask price different?
  • Where can you find a stock quote? Resource Links: Lesson Content (Included in the Assignment on PersonalFinanceLab.com)

Getting (and understanding) Stock Quotes (personalfinancelab.com)

Accompanying Presentation:

Reading Stock Quotes Presentation - Personal Finance Lab

Time: 15 Minutes Type: Required Resources:

  • PFinLab Curriculum
  • Computer Access PFinLab Getting Trade Ideas Lesson For this activity students will be purchasing a stock on the Personal Finance Lab website and making a note on why they choose that stock. Have students look up a stock that they hope to purchase. In their note section they must write a 2-3 sentence note on why they purchased the stock based off of the stock quote. Some things that they can write about:
  • Company that they know
  • The company was on the trading ideas page
  • The stock price was a low price
  • I wanted to invest in a new industry to diversify my portfolio Time: 15 Minutes Type: Required Resources:
  • PFinLab Curriculum
  • Computer Access

Instructor’s Guide PFinLab—Investing 101 Chapters 1- 3 Assign your students Investing 101, chapters 1-3 on PersonalFinanceLab.com. Chapter 1— Introduction to Investing This is a set of 12 mini-lessons, with a unit review exam, which walks through basic security types (stocks, bonds, mutual funds), along with a basic discussion of risk Chapter 2— How The Stock Market Works and Why It Works This is a set of 10 mini-lessons discussing the history of the stock market, the mechanics of a stock exchange, using a stock broker, and some of the dangers and pitfalls encountered by new investors Chapter 3—Making Your First Trade This is a set of 8 mini-lessons walking through students researching their first stock and placing their first trade. There is an emphasis on basic terminology and order types, along with the mechanics of what it means to place a trade and build a portfolio The Investing101 lessons are designed to be used “stand alone”, usually with students working on a few mini-lessons per day alongside the stock game, budget game, and other full lessons on Personal Finance Lab. They also work great as homework! Each chapter ends with a 10-question exam covering the entire chapter, along with recommended resources for students who want to dive deeper in a particular subject. Resource Links: Lesson Content (Included in the Assignment on PersonalFinanceLab.com)

https://app.personalfinancelab.com/content/tagslist?tags=investing101, ch

https://app.personalfinancelab.com/content/tagslist?tags=investing101, chapter

https://app.personalfinancelab.com/content/tagslist?tags=investing101, chapter

Time: 120 Minutes Type: Required Resources:

  • PFinLab Curriculum
  • Computer Access

Instructor’s Guide

Small Group Activities

Activities designed for small groups of students. These resources are best used after full-class direct instruction and activities.

Stock Market Game

On the Personal Finance Lab website, put the students into teams and have each member research a different stock. Each person must record the following information :

  • Company Name
  • Ticker Symbol
  • Open/ Close Price
  • Bid/ Ask Price
  • One article that provokes them to buy the stock
  • One article that discourages them from buying the stock The students will then discuss as a group which stock they think is the best to purchase and present that idea to the class. Time: 15 Minutes Type: Required Resources:
  • Computer Access

Instructor’s Guide

Conclusion

Remind students why it is important for students to research stocks before they purchase them. Have students write the name and ticker symbol of the stock that they purchased. (With their initials on the back)

  • Put the papers in a hat and pick one.
  • Ask the student why they picked the stock.
    • You can repeat this everyday with a new student