USF's WebQuest 

Teacher's Page

Unit Summary Teacher's Resources Day 1 Lesson Day 2 Lesson
Day 3 Lesson Day 4 Lesson Day 5 Lesson Day 6 Lesson
Day 7 Lesson Conclusion Student's Web Quest  

Webquest Title: ‘Get Your Assets In Order’

Grade Level: 12th AP Economics

Author: Brian Wassmuth / Reza Razavi PhD

Date: March 3, 2007

Dear Colleague: The idea of this unit plan is simple. Take the brightest students in your school (your AP Economics class), and put them in the middle of a real world situation that many of these future money makers may find themselves in one day. Students are to be thrown into a fast paced and competitive field of Private-Equity investing. Students will have just a few days to sort through the information that their ‘intern’ (the teacher) has gathered for them, and find a little bit of their own. They will then have to make some crucial choices on what they would invest in and present this to their firm’s ‘Board of Directors’ (the class). Students will leave this unit understanding the plethora of investment options that this nation’s economy has to offer, and will be able to see, first hand, how their money can grow.     

 

Unit Summary

Goals and Objectives: The students will learn how to interpret and analyze data, charts and graphs, conduct thorough research, and synthesize economic concepts.

In addition, students will gain knowledge about a variety of investment strategies that will focus on asset allocation and diversification. Students will also learn how to formally present economic ideas and information in a real world scenario, in the form of written and oral presentations.

Days: 6

Content: Students will learn about making smart and informed investments in the following fields:

  1. Commercial Property investment: retail centers, franchises, commercial vacant land
  2. Residential Property Investment: Town homes, Condos, residential Homes.
  3. Precious Metal : Platinum, Silver, Gold
  4. Conservative Investments  : Bonds, Treasury Bills, Corporate Bonds, Savings, CD’s,
  5. Stock Market : Indexes, Ritz Indexes, Individual Stocks, Mutual Funds, Indexes
  6. Art and Antiques

 

Methods: Interactive lectures, student research, student reading (via webquest sources), RAFT writings (investment proposal), cooperative learning (paired), PowerPoint creation and presentation by students.

 

Webquest Summary

Goals and Objectives:  Students will use the Webquest to learn information and learn about opinions on investment opportunities.  They will have to interpret and analyze data, charts and graphs, conduct thorough research, and synthesize these economic concepts and investment ideas into their written report.

 

Days: 1 day at school (students will have additional days to work on assignment at home)

Content: Students will use the Webquest to obtain information and to find guidance on what tasks they need to accomplish and how to accomplish them. They will also have to read the sources provided through the Webquest and use them to write up their proposal.

Methods: After brief discussions on the different types of investments, students will work through the Webquest to obtain specific instructions on how to finish the assignments.                

 

 

Teachers Resources

Unit Information:

Background Resources

Web-based Subject Matter Content

Beginners Guide to Asset Allocation. http://www.sec.gov/investor/pubs/assetallocation.htm 

This is a site provided by the Securities and Exchange Commission, that describes was asset allocation is. The site not only gives a description, labeled ‘Asset Allocation 101’, but goes on to describe the pros and cons, as well as the risk factors of different investments. What I really like that relates to my webquest, is it also goes on to talk about the importance of diversification.  

 

Investor Words http://www.investorwords.com/273/assets.html

This site contains the definition of assets. It also provides links to other asset related words. The page then goes into different types of assets and provides linkable explanations of what these assets are and how they work

 

Investment – Wikipedia  http://en.wikipedia.org/wiki/Investment

You make think that this site is somewhat obvious, but a teacher should know what ‘investment’ is and the different types of investment there are. What is also nice about this site is that it is filled with linkable terms that a new teacher can go to, to enhance their investment and economic vocabulary. This site is also created and updated by people interested in the topic. This makes the site relevant and current (yet occasionally unreliable).


Web Pedagogy Content

Computers, Pedagogy, and Composition  http://elab.eserver.org/hfl0033.html

This article talks about how computers, and document creating software, have changed how writing is being taught. This article talks about how grammar software is changing the role of the teacher from crucial instructor to a coach and facilitator.

 

Computers in Social Studies Classrooms  http://www.ericdigests.org/pre-929/computers.htm

This article discusses how computers are being underutilized in many social studies classrooms. It says that most teachers use computers to drill information for students to retain basic factual knowledge. It says that computer simulations like Carmen Sandiego and The Oregon Trail, (Yes I know it is old), allow students to analyze and interpret information better. What is relevant about this article is that webquests are doing what these games sought out to do back then, but on a more customizable level.

 

Conceptualizing Social Studies and Technology: An Essay from the Journal of Social Studies Research  http://www.findarticles.com/p/articles/mi_qa3823/is_199904/ai_n8828090

This article discusses how computers are changing Social Studies education (in 1999). This is a far cry from what we are event talking about today, but the writer of this article was definitely a forward tinker. He claims that the paradigm is changing and that technology is an effective tool for teachers to use that will improve students learning. Hmm, why does that sound familiar?


 Other Resources

Learn the Basics of Investing: Education Center  Yahoo Finance http://finance.yahoo.com/education/begin_investing

This site discusses the basics of investments. What truly makes this site useful is that it goes through the basics, but gets more advanced and you go on. It then gives you more options and tips on what investments are best for you and your situation. The site even has articles that tell investors how to avoid being taken advantage of.

 

Ten Rules For Building Wealth http://money.cnn.com/magazines/fortune/fortune_archive/2006/12/25/8396765/index.htm

This website goes over ten good strategies that any investor should know before they begin to invest. These ten rules are simple and sound advice for beginning investors. Teachers should know and use these rules when analyzing students’ work.

 

Money 101: Financial Advice and Lessons Made Easy   http://money.cnn.com/pf/101/index.html

This Website contains 23 articles that are written to teach people about many different types of investment. This site talks about investment in retirement, in a car or home, in college, and much more.

 


Unit Lesson Sequence


Day 1    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
Bell Work / Attention Getter Students will write a half page answering the questions, "What do your parents do with their extra money? What type of investments do they have?"   

20min

   
Lecture /Introduction Teacher will give a PowerPoint presentation to the class that introduces them to what investments are and explains what interest is and how it works. Investments PPT

20min

   
Discussion Using what the students wrote about for their Bell Work, the teacher will then begin a discussion on the different types of investments there are. For this first discussion, the teacher should lead the class to talk about Real Estate investments and should cover the following topics:
  1. Commercial Property investment: Retail Centers, , Commercial Vacant Land, Franchises
  2. Residential Property Investment: Town Homes, Condos, Residential Homes
 
               50min

 


Day 2    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
Bellwork Students will answer the question:
  • Do you have any investments in a bank right now?
  • What are they?
  • Are they earning you any money?
  • How much or why not?
 

10 min

Discussion This discussion will begin from what students wrote about for the day's bell work. The discussion topic will be:
  1. Conservative Investments: Bonds, Treasury Bills, Corporate Bonds, CD’s
  2. Stock Market: Indices, Real Estate Investment Trusts Indices (REITs), Individual Stocks, Mutual Funds, Exchange-Traded Funds (ETFs), and Indexes such as Dow Jones and NASDAQ composite
 

55 min

   
Instructions/ Reading Students will be given the handout worksheet that sets the stage for the webquest. The handout will be read together as a class. The teacher should instruct the students to go home and start researching different investment methods. AVINDA WS
                25min

Day 3    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
Bellwork Students will answer the question:
  • Do you have any jewelry made out of precious metal, or a collection of something? What is it?
  • How much did it cost to buy?
  • What is it worth now?
  • Did it go up in value or down?
  • Why do you think it did that?
 

10 min

   
Discussion: This discussion will begin from what students wrote about for the day's bell work. The discussion topic will be:
  1. Precious Metal: Platinum, Silver, Gold
  2. Art and Antique collectables
 

25 min

   
WebQuest Intro After the brief discussion The class will go over the introduction page of their WebQuest, which is similar to the handout the received the previous day. Computer Lab, WEBQUEST

20 min

   
WebQuest Task The students will then proceed to the Task page. On the Task page students will be directed to read a memorandum from the CEO of Avinda. This memorandum will detail what is expected of the student’s written proposal and provide them with a guideline and a few useful tips that they should consider for their proposals and presentations.

This proposal should include a diversified asset allocation plan and a projection of the return on the initial investment. The projection must exceed the company’s overhead for the first fiscal quarter

Computer Lab, WEBQUEST
               35min

Day 4    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
WebQuest Process The students will proceed to the Intern’s page where their ‘Intern’ will provide them information he has gathered for them to use as a platform for their research. Several Websites have been gather on each topic that they will be reporting on.

Students will be informed that more research will be expected from them on their own time.

Students will have the rest of this class period to read and synthesize their research. Their proposal will be due in two days. All further work must be done outside of class. 

Computer Lab, WEBQUEST
          All Class

Day 5    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
Bellwork Assignment Due: Students will prepare their reports and turn them into the instructor.  

5 min

   
Assign Students to Pairs Once the class has turned in their individual reports, students will begin to prepare for their presentation. Students will be broken up into pairs where one students should have some PowerPoint/OpenOffice Impress availability or skills.  

10 min

Group Work

 Pairs should first go over each member's strategy and then combine their ideas to form an investment strategy of their own. They will then begin to work on their presentations.

Student presentations should be about 15 minutes, where they will try to sell their ideas to the CEO and Board of Directors (Instructor and Class). This presentation must consist of a PowerPoint Presentation, with a minimum of 8 slides, or 5 Posters, that they will use to demonstrate their investment allocation strategy.

Presentations will begin on the following Monday.

Computer Lab, OpenOffice

              75 min


Day 6    Back to Top
Lesson Plan Outline

Method (Attention Getter, Lecture, Callout Group, etc)

Content/Key Ideas/Concepts/Facts
 

Materials
(Transparencies, audio, handouts, etc)
Student Presentations Students will present their proposals to the CEO and Board of Directors (Instructor and Class).  Rubric

All Class (or more)

   
Recall During the second nine-weeks and during the last month of the school year, students will be assigned to update their Investments allocations by researching their proposed investment options and comparing them with current changes in the market place. Students will submit reports on how their investments have performed in relation to their projections, and may propose new investment options.  
      Time Varies

 

Students WebQuest

Go to Students Section

Credits/References:  Created by Brian Wassmuth, MAT program, University of South Florida, Tampa

Ideas and materials from:

Dr. Reza Rezavi and  Linda Bath,

       

 

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