FINANCIAL ANALYST: MAKING BUSINESS DECISIONS
LESSON PLAN OVERVIEW Career: Financial analysts provide guidance to businesses and individuals when making investment decisions. They assess the performance of stocks, bonds, and other types of investments. Lesson: This lesson plan includes ways to introduce students to the career of a Financial Analyst through understanding money and investing. Students will role play being the boss and employee to make financial decisions. Students will then role play being a Financial Analyst and an individual to help them understand personal finances through buying items with credit. Grade Level: Elementary Grades Learning Objectives: 〉 〉 〉 〉
Students will explore the career of a Financial Analysts and how they advise companies and individuals on money. Students will role play the boss/employee relationship looking at financial numbers. Students will understand personal finances through buying on credit. Students will gain an insight into the Financial Analyst profession, including common job tasks, salary, career pathway, and credentials required to perform the job.
TABLE OF CONTENTS Lesson Plan Overview.............. 1 Teacher Guide ......................... 2 Lesson Instructions .................. 2 Class Message & Video ............. 2 Class Discussion Questions ....... 3 Activities Overview .................. 3 Career Insight ......................... 5 Standards Alignments ............. 6 Educator Rubric ....................... 7 Activity #1: Monthly Financial Meeting ................................... 8 Instructions ............................ 8 Handouts ................................ 9 Activity #2: Buying on Credit .................................... 10 Instructions ........................... 10 Handouts ............................... 11
Materials Needed: Activity #1: Monthly Financial Meeting 〉
Activity #1 Worksheet: Monthly Financial Meeting
Activity #2: Buying on Credit 〉
Activity #2 Worksheet: Buying on Credit
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