Investing Money

Investing Money Lessons

image

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.


Lesson 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.


Lesson RETURN ON INVESTMENT

Return on Investment - ROI

A worksheet lesson introducing students to the concept of return on investment, or ROI.

 

WHAT IS INVESTING VIDEO LESSON

What is Investing?

A video lesson introducing students to investing, types of investments, how to start investing, and risks.

 

 

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

StocksINVESTING IN STOCKS & THE STOCK MARKET

Investing in Stocks and the Stock Market

Learn about stocks and the stock market. 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.

 

Stocks LessonsSTOCK 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.

 

Bonds

Corporate 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.

 

 

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.

 

 

 

Have a question?

Do you have a question about teaching or learning about 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 contact us tab at the top of the page.

 


 

 

 

Back to more Saving and Investing Money Lessons