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TEACHING AND LEARNING BASIC INVESTING AND MONEY MANAGEMENT CONCEPTS LESSON PLANS WORKSHEETS STOCK MARKET UNIT TUTORIAL BONDS MUTUAL FUNDS BASICS CLASS PROJECTS ACTIVITY

 

 

Learn all about investing money.
 

INVESTING MONEY LESSONS

 

Lessons and worksheets for teaching, learning, and understanding basic investing and financial concepts.

This category includes personal finance, money management, and investment educational resources.

Teach and learn stocks, the stock market, investing, savings accounts, bonds, and basic economics.  Material also may be used to improve real-world math skills.

 

 

 

 

 

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

   

Lesson

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

   

Lesson

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.

Planning for Your Retirement

Students learn about saving for retirement.

Longevity and Retirement
Students learn about the different needs of individuals as it relates to saving for retirement.

 

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

   

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

   

Stocks

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

   

Stocks Lessons

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

   

P/E 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

   

P/E Ratio

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

   

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

 

 

 

To teach and learn money skills, personal finance, money management, business, careers, and life skills please go to the Money Instructor home page.

 

Investing lessons appropriate for: 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th Graders.  Third Grade - Fourth Grade - Fifth Grade - Sixth Grade - Seventh Grade - Eighth Grade - Ninth Grade - Tenth Grade - Eleventh Grade - Twelfth Grade - K12 - High School Students - Adults - Special Education - Teens - Teenagers - Kids - Children - Young People

Teachers, Educators, Parents, Students, Individual Investors. Teaching High School Students - Adults - Kids - Children - Teens - Teenagers - Secondary Education - High School Students - Adults - Special Education - Teens - Teenagers - Kids - Children - Instruct Curriculum - Free - Life Skills Class - Primary Education - 1st - 2nd - 3rd - 4th - 5th - 6th Grade - Child - Teachers


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