LESSON PLAN

Topics ACTIVITIES REMARKS

WEEK DATE
Chapter 1 Chap1:
Investing is an important activity Q 1-2, 1-4, 1-7, 1-
1 10, 1-12, 1-13 and
1-15

Chapter 2 Chap 2:
Investment alternatives Q 2-4, 2-10, 2-11, 2-
2
13, 2-14

Q 4-1, 4-2, 4-3, 4-14

Chapter 4 and
3
Securities Markets Matter to all Investors 4-16
P 4-2, 4-3 and 4-5
Chapter 5 Q 5-1,5-6,5-8
All Financial Markets Have Regulations and
4
Trading Practices P 5-2,5-3, 5-4

Chapter 6 Q 6-1,6-3, 6-8, 6-10,

Return and Risk: The foundation of Investing 6-11 , 6-12 and 6-14
5
Worldwide)
P6-1,6-2,6-18
Chapter 7 Q 7-1, 7-23, 7-24
Portfolio Theory is Universal
6
P 7-1, 7-2, 7-3

Chapter 8 Q 8-1, 8-3 and 8-12

7 Portfolio Selections for All Investors

Chapter 10 Q 10-1, 10-6 and

Common Stock Valuation Lessons for All 10-10
Investors
8
P 10-1, 10-2, 10-3,
10-4, 10-7, 10-9,
10-13 and 10-17
Chapter 12 Q 12-1, 12-3 and
What Happens if Markets Are Efficient-Or not?) 12-11

9 Chapter 13 Q 13-1,13-3 and

Economy/Market Analysis Must Be Considered 13-8
By All Investor

Chapter 14 Q 14-5, 14-7, 14-8,

Sector/Industry Analysis) 14-9, 14-10
10
Chapter 15 P 15-1,15-2,15-
Company Analysis 3,15-4 and 15-5
11

Chapter 16 Q 16-2, 16-5, 16-7,

Technical Analysis 16-8, 16-9, 16-14

Chapter 17 P 17-1, 17-2, 17-3,

12
Fixed Income Securities: Analysis Valuation and 17-9, 17-11 and 17-
Management) 12

Chapter 19
Q 19-4, 19-29 and
Understanding Derivative Securities: Options
19-31
P19-1 and 19-2
Chapter 20
13
Understanding Derivative: Futures
Q 20-1,20-4, 20-6,
20-9
P20-1 and 20-2

14

15