Broke is a documentary about sports stars who went from having millions of dollars to being broke and the mental anguish that comes along with this. The movie explores why this happens, mostly due to how many of the individuals lacked basic financial literacy skills. Students will develop 5 lessons / take-aways that they learned from the movie that the rest of us can learn from? They will discuss the themes and lessons shared regarding making responsible financial decisions, ways to gather information and explore how financial security (or lack of it) can have a major influence on mental health and well-being. 

This lesson seeks to help students to understand the concept of FOMO and the impact on their lives regarding anxiety, debt and stress. At the end of the lesson students should be able to identify: Causes of FOMO, Impact on debt and stress, Strategies to change this behavior. Included are pre and post lesson activities and assessments and content to teach the lesson and help students clarify the impact of FOMO on financial decisions.  Suggested Timing: 75-150 minutes depending on whether optional topics are done and how much class time is given for assignment.

This resource contains three lessons to review savings, investment options and the calculations of future values of investments. Lesson 1 The power of saving, Lesson 2 Investment tools, Lesson 3 Saving and investing review; End-of-unit quiz and answer sheet.  Each lesson includes black-line print masters for overheads and activities. 

Folders upon folders of excellent financial literacy teaching materials!

"It is recommended to start planning instruction with the Teacher’s Guides in each module. If you are seeking a specific resource, scroll below to search."

This content contains grade level Personal Finance Case Studies, resources to help teachers teach, helpful guides for teachers to write their own case studies and sample case presentations and videos of past students. These are great resources to enhance your teachings, use as projects or year end assignments and to prepare students for case based instruction in their future post secondary or at case competitions.

This 10-minute video lesson provides an introduction to collateralized debt obligations (to be listen to after series on mortgage-backed securities. [Core Finance playlist: Lesson 31 of 184]

This 9-minute video lesson looks at 401(k)s (and how they compare to IRAs). [Core Finance playlist: Lesson 59 of 184]

This 3-mintue video lesson discusses American Put Options. [Core Finance playlist: Lesson 72 of 184]

This 3-minute video lesson looks at how annual Interest varyies with debt maturity. [Core Finance playlist: Lesson 135 of 184]

This 8-minute video lesson provides thinking about how hedge funds are different from other institutions. [Core Finance playlist: Lesson 132 of 184]

This 9-minute video lesson explains the difference between a bond and a stock. [Core Finance playlist: Lesson 18 of 184]

This 3-minute video lesson considers using call options as leverage. [Core Finance playlist: Lesson 73 of 184]

This 5-minute video lesson compares closed-end and open-ended mutual funds. [Core Finance playlist: Lesson 128 of 184]

This 4-minute video lesson discusses how CDOs can give different investors different levels of risk and returns with the same underlying assets. [Core Finance playlist: Lesson 27 of 184]

This 10-minute video lesson looks at why people set up corporations. [Core Finance playlist: Lesson 124 of 184]

This 5-minute vidoe lesson compares Compares ETF's, open-end, and closed-end funds. [Core Finance playlist: Lesson 129 of 184]

This 3-minute video lesson looks at the difference between historical cost and fair value accounting. [Core Finance playlist: Lesson 119 of 184]

This 4-minute video lesson discusses Futures Curves II. [Core Finance playlist: Lesson 97 of 184]

This 4-minute video lesson discusses how to set up a simple long-short hedge (assuming the companies have similar beta or correlation with market). [Core Finance playlist: Lesson 140 of 184]

This 5-minute video lesson looks at how the long-short portfolio might do in different market conditions (assuming that the underlying thesis is right). [Core Finance playlist: Lesson 141 of 184]