Assignment can be used to assess understanding of investing concepts. Students use both knowledge and creativity to design a slide show of terms that relate to investing. *See Resource Library for attachments (rubric and student example).
Bank of America and Khan Academy created an online partnership to educate consumers about the basics of personal finance and money management. Students sign up for free and can accumulate points and earn badges on many topics including credit, taxes, personal banking/security, saving, school expenses, home buying, car buying, and debt. Tools include informative videos, infographics, key takeaways, and short quizzes.
Great entry level resource to a large variety of financial literacy documents ranging from investing to buying a car to starting a family (and more!).
Lesson Objective: At the completion of this lesson, students will have a better understanding of how they make informed personal decisions that can affect income generation. Supplies Needed: Student Handout 1 SWOT Analysis for College Choices (2 per student) (found in Task 3) Student Handout 2 Definitions and Risks (found in Task 5) Student Handout Answer Key 2 Definitions and Risks (found in Resource Library) Teacher Resource 1 Five Paragraph Essay Rubric (found in Task 7) Video 1 Laugh and Learn about Personal Finance (3:17) (found in Task 1) References Econedlink: Council for Economic Education. (n.d.). Economic Glossary. Retrieved from http://www.econedlink.org/economic-resources/glossary.php Laugh and Learn about Personal Finance – InvestorED.ca by GetSmarterAboutMoney.ca. Retrieved from https://www.youtube.com/watch?v=w_mU8VX1Arc MBA dictionary. (n.d.). Retrieved November 15, 2014, from MBAResearch and Curriculum Center
Student assessment on the topic of Investing. Assessment includes topics such as stocks, bonds, commodities, retirement plans, mutual funds, and real estate. Calculation problems include Rule of 72, dividends, and stock splits. Includes a variety of questioning techniques: multiple choice, true/false, short answer, and fill in the blank.
After completing this interactive Web activity, students will be able to list and discuss different types of investment options.
Many of us use the "Tale of Two Investors" (A starts early and stops whereas B starts later and continues for many more years, but typically A still ends up with more in the account due to the power of compounding interest) in Personal Finance. This interactive spreadsheet allows students the opportunity to experiment with feasible numbers they could contribute annually to see what different skipping "just a couple" years of investing earlier in their career could do.
Project Description: This project focuses on economic indicators and their use as measures of an economy’s strength. Student teams will gather historical and current economic data, analyze these data, and use their findings to determine the current phase of the business cycle. Then, each team will predict the health of the U.S. economy over the next 12 months, including which phase(s) of the business cycle the economy will experience, and based on this forecast, determine what industry would be best for a venture capitalist to invest in during that time. Each team will develop charts and tables that contain its research findings and economic forecast, develop a short report of its recommendation, and present its work to a venture capitalist, economic development coordinator, or local entrepreneur. The attached project document (found in the Resource Library) includes step-by-step instructions, templates, briefings, resources, and rubrics to help in executing this project.Driving Question: What phase(s) of the business cycle do you expect the U.S. economy to experience over the next 12 months, and what industry should a venture capitalist invest in during that time? Timeframe: 2 weeks