AP Stat Unit 8:  Retirement Investment Theory

 

In this unit we will cover basic theory of long-term investment for retirement security.  The fundamental idea is that students can prepare financially for retirement with a “get rich slow” philosophy that emphasizes:

 

  1. Establishing a savings plan as soon as one begins having regular income.
  2. Regular automatic savings in a tax-deferred retirement plan.
  3. Diversification through asset allocation and annual rebalancing.

 

Date

Topic

Section

Reading

Problems

5/5

The time value of money

16.1

 

 

5/8

Review of AP Exam

 

 

 

5/9

The Principles of Investing

16.2

 

 

5/10

Practical investment strategies

16.3

 

Read overview paper

5/11

Investment Simulation

 

 

 

5/12

Investment Simulation

 

 

 

5/15

Final Exam: Multiple Choice

 

 

 

5/16

Final Exam: Free Response Part I

 

 

 

5/17

Final Exam: Free Response Part II

 

 

 

5/18

TBA

 

 

 

5/19

Discuss Exam results

 

 

 

5/22

Individual work time for Stat Projects

 

 

 

5/23

Individual work time for Stat Projects

 

 

 

5/24

Individual work time for Stat Projects

 

 

 

5/25

Individual work time for Stat Projects

 

 

 

5/26

Individual work time for Stat Projects

 

 

 

5/29

MEMORIAL DAY HOLIDAY

 

 

 

5/30

Project PowerPoints Due

 

 

 

5/31

Stat Project Presentations

 

 

 

6/1

Stat Project Presentations

 

 

 

6/2

Stat Project Presentations

 

 

 

 

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