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:

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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.

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