FINANCIAL ANALYST: DETAILS MATTER
LESSON PLAN OVERVIEW Career: Financial Analysts make business recommendations for an organization based on analyses they carry out on factors like market trends, the financial status of a company (or companies) and the predicted outcomes of a certain type of deal. Financial analysts must understand investing strategies such as using the stock market to aid their employer grow their capital. Financial analysts must also be intimately familiar with the concept of compound interest. Lesson: This lesson plan highlights some of the skills a Financial Analyst uses on a daily basis. Grade Level: High School Learning Objectives: 〉 〉 〉
Students will investigate the importance of maintaining good credit and how to read a credit report. Students will roll play a company financial analyst critiquing a colleague’s business plan for a new division within the company. Students will gain an insight into the financial analyst profession, including common job tasks, salary, career pathway, and credentials required to perform the job.
Materials Needed: Activity #1: Good Credit / Bad Credit 〉
Student Worksheet: Good Credit / Bad Credit
Activity #2: Pitching Your Business Plan 〉 〉 〉
Student Worksheet: Pitching Your Business Plan Make an elevator pitch Present your plan to your boss
TABLE OF CONTENTS Lesson Plan Overview ............. 1 Teacher Guide ......................... 2 Lesson Instructions ...................2 Class Message & Video ..............2 Class Discussion Questions ........3 Activities Overview ...................4 Career Insight ......................... 5 Educator Rubric ....................... 6 Activity #1: Good Credit / Bad Credit ...................................... 7 Instructions .............................7 Handouts.................................8 Activity #2: Pitching Your Business Plan .......................... 9 Instructions .............................9 Handouts............................... 10
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