Securities and Investments
In Securities and Investments, students will understand the laws and regulations to manage business operations and transactions in the securities industry.
This binder does not contain all lesson plans for this course. This content can be used with any textbook or instructional materials. If locally adapted, make sure all TEKS are covered.
Resources
Scope and Sequence
Scope and Sequence: Securities and InvestmentsCTE TEKS - Implemented 2017-2018, adopted in 2015
Securities and Investments course scope and sequence within the Finance Career Cluster® summarizes the content to be taught, and one possible order for teaching the units of instruction. A brief description of each unit and the corresponding TEKS are included. This scope and sequence may be adapted or adopted by the local education agency.
View ResourceProgram of Study
Program of Study: ActuaryBased on the House Bill 5 Foundation High School Program, the Actuary program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.
Program of Study
Program of Study: Financial ControllerBased on the House Bill 5 Foundation High School Program, the Financial Controller program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.
Program of Study
Program of Study: Financial ExaminerBased on the House Bill 5 Foundation High School Program, the Financial Examiner program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.
Program of Study
Program of Study: Financial ManagerBased on the House Bill 5 Foundation High School Program, the Financial Manager program of study within the Finance Career Cluster® provides helpful information, including the core courses and career-related electives in high school that will help prepare students for their career goals. This document is designed for students, but can also be used by administrators, counselors, teachers, business and industry representatives, and parents.
Unit 1: Professional Standards
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 2: Laws, Regulations, and Ethics
Lesson Plan: Regulating the Securities IndustryIn this lesson, students will identify agencies and organizations that regulate the securities industry, determine the components of regulatory provisions, and identify organizations that work toward investment education.
View ResourceUnit 2: Laws, Regulations, and Ethics
Review the scope and sequence document. One or more lesson plans are currently not available.One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 3: Investment Analysis and Selection Processes
Lesson Plan: SavingsThis lesson introduces students to the importance of saving and investing. Students will identify the differences between saving and investing, explore the concept of compounding to increase investment returns, and identify components of SMART goals as related to setting financial goals.
View ResourceUnit 3: Investment Analysis and Selection Processes
Lesson Plan: Risky BusinessIn this lesson, students will be introduced to the concepts of risk and investments. They will understand the risk involved when investors are trying to make their money work for them. Tolerance for risk is reviewed and what students can do to protect themselves from risk in the future.
View ResourceUnit 3: Investment Analysis and Selection Processes
Lesson Plan: Investment ModelsThis lesson introduces students to various methods used in analyzing investments. Students will learn about Capital Asset Pricing Model, Modern Portfolio Theory, Arbitrage Pricing Theory, and compare and contrast the various investment selection strategies.
View ResourceUnit 3: Investment Analysis and Selection Processes
Lesson Plan: Interpreting Financial InformationThis lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.
View ResourceUnit 4: Values and Calculations
Lesson Plan: Interpreting Financial InformationThis lesson introduces students to interpreting financial information from annual reports and balance sheets to income statements and cash flow statements.
View ResourceUnit 4: Values and Calculations
Review the scope and sequence document. One or more lesson plans are currently not available.One or more lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 5: Operational Activities and Commissions
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 6: Investment Environments and Economic Relationships
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 7: Demonstrate Your Understanding of Securities and Investments
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 8: Certification and Licensing
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View ResourceUnit 9: Postsecondary Planning
Lesson plans are currently not available. Review the scope and sequence document and TEKS.Lesson plans are currently not available. Review the scope and sequence document, TEKS, and available lesson plans, to determine which additional lesson plans to locally develop.
You can download the optional blank lesson plan template provided here, to locally develop a new lesson plan, consistent with the others provided in the Texas CTE Resource Center.
If after developing a new lesson plan, you would like the TEA to consider adding it to the resource library for colleague teachers to also use in the future, attach the lesson plan and any supplemental instructional materials through the form here, for consideration. If published, we will attribute the materials to you.
View Resource