SWOT (Strengths, Weaknesses, Opportunities, Threats)


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

Lesson Plan Details:

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