8 | Curriculum Overview
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CURRICULUM OVERVIEW LEARNING OUTCOMES For the Gold curriculum, the desired learning outcomes for students are:
• To conduct research, analyze, and run through a case study on the following companies:
Walmart (WMT) vs. Target (TGT) and Amazon (AMZN) vs. Shopify (SHOP).
• To play the role of financial advisor for Janella, a 39-year-old professional female, with a sizeable sum of money saved and ready to invest in one of the two companies in the case study.
• To define basic investment terms.
• To follow the price movements of Amazon (AMZN), Netflix (NFLX) and Clorox (CLX) stock and the iShares Nasdaq Biotechnology ETF (IBB) over the weeks that we’re together in class.
• To create a Google Slides presentation on students’ recommendations based on their research, and give team presentations on the last day of class.
• To become familiar with various types of careers in finance.
SESSION 1: Introduction and Pre-Assessment Session 1 is focused on the following topics and activities:
• Complete the RTSWS pre-assessment to determine a baseline of financial literacy knowledge.
• Understand what a stock portfolio and watch list are and become familiar with the stocks we will follow on our watch list in the weeks ahead.
• Learn the effects of the coronavirus pandemic had on the capital markets and what lessons we can apply to the future.
SESSION 2: Introduction To Case Study Session 2 is focused on the following topics and activities: • Become familiar with the background and objectives of a case study, a tool commonly used in business schools to educate students about how companies make decisions and about the ramifications of those decisions.
• Understand key concepts relevant to their case study: Competitive Advantage, Dividend, Earnings Per Share, IPO, SEC, Unicorn, and Valuation.
• Apply students’ newfound knowledge by evaluating two publicly traded companies and build a recommended investment plan for Janella Sims, a fictitious 39-year-old woman.
• Learn the effects the coronavirus pandemic had on capital markets and lessons we can apply to the future.
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