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.

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.

This assignment is designed for a personal finance class. Students will be split up into groups and are to plan weddings for their assigned couple. There are four different customers that will need to be assigned. Students are to create a professional presentation using a spreadsheet application outlining their plans for their assigned customers. The purpose of the assignment is to visually see the different costs that are involved while planning for a wedding.

Suggested columns: Item description, photo of item, cost involved, and a running balance to visually show the grand total.

Article describes how first time investors can choose and evaluate investment tools and strategies