Royal St. George S College

Royal St. George’s College

Course Outline 2012-2013

Course Code:IDC4U

Course Name:Building Financial Security

Instructor:Mr. J. Donnelly

Required Text:Canadian Securities Course Volume 1 and 2. CSI, (Toronto: CSI Global Education Inc., 2010).

Course Description:

This course investigates financial management, capital markets, and ways in which capital is acquired. Students will use diverse information skills, resources, and technologies to gather information related to a variety of Canadian and international financial institutions, investigate the conceptual and mathematical foundations of increasing net worth, and examine investment in the stock market (e.g. the risks and safeguards in stock trading, stocks as investments, creating investment portfolios). Students will also analyze the social impact of personal and corporate investment decisions and will learn to solve problems through theoretical investigation, systems thinking approaches, and case studies.

Course Content

This course has six units and 110 hours of instruction.

Unit Number / Unit Title / Allocated Time / Chapters
Unit 1 / The Canadian Investment Marketplace and The Economy / 15 Hours / 1-5
Unit 2 / Investment Products / 25 Hours / 6-10
Unit 3 / The Corporation / 20 Hours / 11-14
Unit 4 / Portfolio Analysis / 12 Hours / 15-16
Unit 5 / Analysis of Managed Products / 28 Hours / 17-24
Unit 6 / Working with the Client / 10 Hours / 25-27

EVALUATION

The final percentage grade for the course will be 70% based on work done throughout the course and 30% based on a final exam to be scheduled in June of 2013. The final exam is compulsory and will cover all units covered during the year, with the most recent material carrying a greater weight. On all course work and the final exam students will be evaluated based on the following four categories of evaluation: knowledge/understanding, Thinking, application, and communication. These categories will help to determine areas where students should focus their efforts in order to improve their standing in the course.

Course Evaluation:

Evaluation for this course will be broken down as follows:

25%Unit Tests

20%Sub-Unit Tests

25%Assignments

30% Final Exam

Basic Reguirements For Class

A Three-ring binder
Lined paper
Pen and pencil
Your text book
A calculator for those units required

Note Taking Policy

Your laptop is only to be used as a note-taking device with the prior approval of the teacher. The study of economics requires students to be able to graph information accurately, and therefore, students are required to freehand draw graphs as instructed by the teacher.

Policy on Late Submission of Work

Completion of assigned work and meeting deadlines is an important skill, therefore, failure to complete assigned work without an acceptable explanation by the pre-determined deadline demonstrates a failure to adequately meet some of the expectations addressed by the assignment. Therefore, late submission of work will incur a five-percent per-day penalty up to a maximum of twenty-percent. Submission of work after assignments have been evaluated and returned will not be accepted and will be given a grade of zero.

Work not submitted on time will result in an “M” in the student mark book, which will carry a weight of zero, but reflect that the work can still be submitted for grades.