You have been recently hired by Bank of Wealth Investment Brokers as a Portfolio Analyst. On your first day in the position, the Portfolio Manager requested that you design a short in-service training session for the new research interns in your department on the mechanics of the primary and secondary markets, including the various types of security regulators and a brief history of the stock market.

You will need to develop an Information Sheet that explains the similarities and differences between the primary and secondary markets (a minimum of three examples), a list of security regulators and their functions (a minimum of three examples), and provides an overview of the stock market, including the future outlook and at least two historical highlights. An Information Sheet will provide brief and clear information on the required subjects. Often, bullet points and question and answers are used in an Information Sheet; however, since interns will be expected to know and understand the material thoroughly, your Information Sheet should be more detailed and offer supporting evidence, including a reference list.

1. The Information Sheet should give the interns enough information to understand the differences and similarities between the primary and secondary markets, the roles and types of securities regulators, and the history of the stock market.
2. Be sure to use audience-specific language and tone in the Information Sheet. Remember, you are writing this Information Sheet for the interns; however, the Portfolio Manager may read it.
3. Be creative, and make your Information sheet fun, yet still clearly organized.

Answer rating: 100% (QA)

Information Sheet Understanding the Mechanics of Primary and Secondary Markets Security Regulators and the Stock Market Primary vs Secondary Markets 1 ... View the full answer