Knowledge@Wharton High School Lesson Plan

SWOT (Strengths, Weaknesses, Opportunities, Threats)

Submitted By: Michael Moore, University of Pennsylvania

Date: February 4, 2012

Subject(s): Management, Personal Finance

Grade Level(s): 9, 10, 11, 12

Overview: Over the course of this unit, students have begun to think about investing in terms of portfolio management (i.e. as a balance of risk/return among multiple investment opportunities). This lesson continues that discussion by looking at specific investing choices. Why might we invest in one company and not another? Throughout the lesson, students will learn how to evaluate companies, industries and products using a SWOT (strengths, weaknesses, opportunities and threats) analysis.

NBEA Standard(s):

  • Management, IX. Industry Analysis
  • Personal Finance, IV. Saving and Investing
  • Personal Finance, VIII. Protecting Against Risk

Knowledge@Wharton High School Article:

Lesson Plan Details:

The full lesson plan text is only available to registered users. Registation only takes a moment, and is completely free!

Register or Log in

One Response to SWOT (Strengths, Weaknesses, Opportunities, Threats)

  1. msmbolt says:

    Thank you so much for posting this lesson! I’m teaching SWOT analysis to my finance students right now and this lesson is a perfect enrichment activity – I especially like the part where the students develop their own SWOT on FB – it makes it so much more relevant!

    Will let you know how it turns out.

Join the Discussion