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ACKNOWLEDGEMENTS
SPONSORSHIP
The Investment Strategies Program was updated in 2012 through the collaborate efforts of
JA Canada TM (Junior Achievement); two Junior Achievement charters, JA Southern Alberta
and JA British Columbia; and through the generous provincial program revision sponsors:
Alberta
British Columbia
We wish to thank the many amazing individuals who, over the course of ten years of the
Investment Strategies Program, contributed to the re-development of this program; updates
are based on feedback from our many dedicated program volunteers, teachers, students,
and charter staff. Also, thank you to the creative and committed volunteers and teachers
who piloted the revised program materials in 2012.
Program Development Consultants
Fiona Zawadzki, Educational Program Consultant, Skye Consulting
Craig Nakamoto, President, Claero Systems
Neale Pope, President, Wrench Creative
JA Canada
Stephen Ashworth, President and CEO
Junior Achievement of Southern Alberta
Scott Hillier, President and CEO
Debra Hidson, Manager, Elementary and Middle School Programs
Matt Mitchell, Coordinator, Elementary and Middle School Programs (former)
Lorie Penner, Regional Coordinator, East Central Region
Junior Achievement of British Columbia
Anne Tower, Vice President, Programs and Regional Operations
Christopher Hindle, Manager, Marketing and Communications
Deborah Wakeham, Regional Manager, Vancouver Island
Ivy Chan, Program Manager, Middle School Programs, Lower Mainland
Investment Strategies Program Stakeholder Advisory Panel
Lorinda Brinton
Barbara Romaniuk
David Forsyth
Wendy Thorpe
Chad Jacques
Colleen Threadkell
Todd Poland
Steve Wilson
Any text of this publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic or
mechanical, including photocopying, recording, storing in an information retrieval system, or otherwise, except in the course of conducting
a registered JA Canada
TM
TM
Investment Strategies Program Program Guide for Teachers and Volunteers (2012)
TM
WORKREADINESSENTREPRENEURSHIPFINANCIALLITERACY
Table of Contents
Preparing for the Class 1-7
Lessons 1 - 4 1.1 - 4.7
Lesson 1: What is a Stock Market?
Introduction 1.3
Canadas Talent: Company Snapshots
1.4
Lucky and Charming ONLINE
1.6
Taking Stock 1.7
Question Market 1.8
Discussion 1.9
After the Bell 1.9
Lesson 2: Mutual Respect
Canadas Talent 2.3
Rule of 72 2.3
Investment Vehicles ONLINE 2.4
Advise and Invest 2.5
Mutual Respect 2.6
Risky Business 2.8
Discussion 2.8
After the Bell 2.9
Lesson 3: Its Time to Simulate
Canadas Talent 3.3
E-Scavenger Hunt ONLINE 3.3
Stars and Dogs ONLINE 3.4
Its Time to Simulate ONLINE
3.4
Discussion 3.6
After the Bell 3.7
Lesson 4: Being a Savvy Investor
Canadas Talent 4.3
Portfolio Check Up 4.3
Trading Ethics 4.4
Stock Up 4.6
Stock Talk Trivia 4.6
Discussion 4.7
Notes:
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Notes:
Student Characteristics
The Investment Strategies Program is designed for students in grades 8 to 10.
The single most important characteristic of a class of students this age is variety.
The adolescents in your Investment Strategies Program class are likely to vary in
personality, aptitude, life experience and interests. Nevertheless, it is possible to
make several generalizations about these students.
They need and want approval. They seek attention and recognition. Even the shy,
quiet students and the seemingly unmanageable students want you to notice them.
They are often insecure. As a result, they are self-conscious, concerned about what
their peers think, and may seem reserved or suspicious of adults. Avoid sarcasm
and even good-natured teasing!
They enjoy active learning. The typical student has a short attention span.
Interactive discussions and activities are always more successful than lectures.
They often underestimate their own potential. They may be apprehensive about
the future. Give them positive reinforcement and encourage them to strive for
their potential.
What To Do When
Your opening minutes in the classroom will be instrumental in building rapport with
the students. This is your opportunity to introduce yourself, Junior Achievement and
the Investment Strategies Program. Take some time at the beginning of your first
lesson to get to know the students.
Be yourself. Remain at ease in the classroom. Be genuine and open. Tell the
students about your current job, your career path and your education. They will
appreciate knowing that people may shift occupations many times in their lives
and that career paths allow freedom and flexibility.
Tell them why you are there. Investment Strategies Program is an activity
oriented program that allows them to explore the opportunities for success.
Let them know why you are involved with Junior Achievement and what your
personal objectives are. Ask the students if they have particular areas of interest
they want to learn about.
Set ground rules. Students learn best when they know what is expected of them.
It is important to be firm, yet fair. To create an effective learning environment, you
must attract and keep the attention of the students. Request their cooperation
and stress the importance of only one person speaking at a time. Ask the teacher
about the classroom rules and adhere to them to ensure consistency for the
students.
Know your materials. Take time to prepare for your presentation so that you wont
be surprised during the day. The better you know what is in this Program Guide,
the easier it will be to speak with the class and not talk at them.
Plan your activities. The initial questions that you ask after most hands-on activities
should enable students to describe the experience they had. For example, What
surprised you the most about X activity?
Use students names. This cannot be overemphasized. Using students names will
help you maintain control in the classroom and will allow you to get to know the
students better. You might want to use some of the following ideas to aid you in
remembering names and personalities.
Vary teaching methods. Choose a variety of teaching methods for each lesson.
Discussions, group work and activities are some examples of options that you
might use. Changing the pace of the lessons will keep the students interested and
involved. Move quickly from one activity to the next when students become
restless. Be sure to demonstrate the same idea in a number of different ways to
assist student comprehension.
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What To Do When
Watch the time. There is a lot of material to cover and it is easy to run out of
time. Try keeping an eye on the clock or ask a student to keep track of the time
for you.
Build on where the students are in life. Think about what the students know and
want. They must be able to relate the information you provide to how it will affect
them. Attempt to draw on the students own experiences to illustrate points. Use
examples within their frames of reference.
Be aware of your terminology. Not all of the students in your class will come from
a traditional family and you must be sensitive to this. The terms Mom and Dad
can easily be replaced with terms such as at home or with your family.
Let students reach their own conclusions. You may lead discussions that further
explore the points made by the students themselves, but the more students work
to understand a concept, the more meaningful it will become to them.
Lesson 1: What is
a Stock Market?
Introduction
10 minutes
Canadas Talent
15 minutes
Lesson 2:
Mutual Respect
Canadas Talent
10 minutes
Rule of 72
5 minutes
Lesson 3: Its
Time to Simulate
Canadas Talent
Lesson 4: Being
a Savvy Investor
Canadas Talent
10 minutes
10 minutes
E-Scavenger Hunt
ONLINE
Portfolio Check Up
5 minutes
15 minutes
Lucky and Charming
Investment Vehicles
ONLINE
ONLINE
15 minutes
25 minutes
Trading Ethics
Stars and Dogs
20 minutes
ONLINE
15 minutes
Taking Stock
20 minutes
20 minutes
Question Market
15 minutes
Mutual Respect
35 minutes
5 minutes
20 minutes
Discussion
Discussion
Stock Up
Risky Business
5 minutes
Discussion
5 minutes
5 minutes
Discussion
5 minutes
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