Investing, Stock Market Lesson Plans, Teaching Worksheets

INTRODUCTION TO UNDERSTANDING INVESTING

Before investing, you first should know the answers to basic questions including:

How much money do you want to invest?
What type of investment return do you expect to achieve?
How much risk are you willing to take?
What are the tax consequences of your investment decisions?
How does inflation impact your investments?

Use the following investing lessons to help answer these questions and to teach and learn important investment concepts:

BASIC INVESTING LESSONS
This material provides a foundation in basic investing principles
RISK AND RETURN
		Understanding Risk and Return An introduction to the concept of risk and return. Risk and return is a basic concept that must be understood prior to investing money.
RETURN ON INVESTMENT
		Return on Investment - ROI A worksheet lesson introducing students to the concept of return on investment, or ROI.
SAVING FOR RETIREMENT
		Saving for Retirement An introductory lesson and worksheet on saving for retirement and retirement planning. Students learn fundamentals related to saving for retirement and investing, such as return on investment, compound interest, and planning for different rates of savings.
BASIC FINANCE AND ECONOMICS
		Basic Finance and Economics Here we include lessons and worksheets for teaching and understanding basic finance and economic concepts. Including time value of money, compound interest, supply and demand, and inflation.
INVESTING
INVESTMENT OPTIONS
		Where should you Invest your Money? Learn how much to invest in different investment options. Learn to use the simple interest formula I = prt to calculate total interest.
STOCKS AND THE STOCK MARKET
INVESTING IN STOCKS
		Investing in Stocks Learn about stocks. What is a stock? A stock represent a share in the ownership of a company. If you own a company's stock, then you are a owner, or shareholder, of the company. A stock represents a claim on the company's assets and profits. A stock is also known as equity.
STOCK MARKET TABLE
		Stock Market Table The stock market tables gives you basic information and price history for stocks. You can use it to see how stocks you own or are interested in owning are performing, and how they have performed in the past. Reading a stock market table is simple once you understand how to do it.
STOCK MARKET SIMULATION - LESSON PLAN
		Stock Market Simulation Learn about the stock market. A lesson plan to take you through the steps to teach a simulation of the stock market to your class.
BUYING AND SELLING SHARES OF STOCK
		Buying Stocks Practice calculating stock price times shares. How Many Shares? Practice calculating how many shares you can buy.
MONITORING AND REPORTING THE STOCK PORTFOLIO
		Stocks - Percentage Change Practice calculating a stock's percentage price change. Stocks - Dollar Change Practice calculating a stock's dollar price change.
STOCK TRANSACTIONS
		Stock Market Transactions Form * Stock Transaction form for buying and selling stocks.
STOCK INVESTING ANALYSIS
STOCKS - PRICE EARNINGS RATIO
		Price Earnings Ratio for Stocks Learn about the PE Ratio. A price earning ratio, or "P/E" for short, is a commonly used way to simplistically value a company (determine what a company's stock should be worth). It is simply a company's stock price divided by a company's earnings per share.
COMMON STOCK VALUATION
		Common Stock Valuation Understand how common stocks are valued. Learn to value stocks including using the present value of future dividends and the present value of free cash flow.
BONDS
INVESTING IN CORPORATE BONDS
		Buying and Investing in Corporate Bonds Learn about buying and investing in corporate bonds and what is a bond.
INVESTMENT ANALYSIS
INCOME STATEMENT WORKSHEET
		Income Statement Practice identifying and making calculations based on a company's income statement.
SAVINGS AND INTEREST
SAVINGS AND INTEREST WORD PROBLEMS
		* Interest Word Problems
SAVINGS ACCOUNTS
		Savings Accounts A basic understanding of banking and interest rates is a fundamental money skill. Learn about bank savings accounts, banks, and interest rates.
HISTORY
STOCK MARKET HISTORY
		The Great Depression Students will understand the events preceding the Great Depression, and learn about "Black Tuesday", the stock market crash of 1929.
ADDITIONAL INVESTMENT RESOURCES
INVESTING ARTICLES AND INFORMATION
		Investing Information Basic information on personal investing including stocks, bonds, and mutual funds. Learn principles of finance and investing, and using a financial planner. Teaching Stocks and Investing Some information about teaching stocks and investing. Basic Principles of Investing for Beginners Some basic principles you should understand before investing your money.

Need Help Teaching Investing? Ask a Question!

Do you have a question about teaching or learning about stocks, the market, or investing? Are you new to stocks or investing? Are you a teacher who is beginning to start an investment class or market simulation? Then we are here to help. Please let us know what questions you may have by clicking on the above link.

More Saving and Investing Money Lessons

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INVESTING MONEY LESSONS