Students will learn about investment instruments including stocks, bonds, and mutual funds. Students will also understand the concepts of risk and return and time horizon.
Intro to Stocks and Bonds
This lesson is an introduction to stocks and bonds. Students will read about the difference between stocks and bonds and answer discussion questions.
Extension of Stocks
This extension activity of stocks where students will read a script about different investment types and fill-in vocabulary terms.
Rule of 72
This supplemental lesson explains the Rule of 72, which is a guideline for determining how many years it will take an investment to double in value. Students will read a short paragraph and answer questions calculating the interest rate and number of years needed to double their investment.
Investment Vocabulary Bingo
This supplemental activity is a bingo game where students fill in the blank bingo board with vocabulary terms. Each vocabulary definition will be read out and students need to select the correct term on their board.
Intro to Risk and Return
This essential lesson introduces Risk and Return. Start by showing Intro to Risk and Return YouTube video. Then, display the Risk and Return Matching Game. Review this e-learning game as a class.
The 5 Stages of Investing
This essential lesson reviews investment stages. Print copies of the 5 Stages of Investing document and read it as a class. As a class, play the 9-question quiz game about investment stages.