Lesson Plan

Investment Tools Overview

Students will be introduced to key investment tools and terminology, building a foundational understanding of the stock market and investment strategies.

This lesson enhances financial literacy and equips students with the knowledge needed to evaluate basic investment options and strategies.

Audience

Time

Approach

Materials

Prep

Preparation and Review

10 minutes

Step 1

Introduction and Tool Overview

15 minutes

Step 2

Interactive Terminology Session

20 minutes

Step 3

Knowledge Check and Wrap-Up

20 minutes

Slide Deck

Welcome to Investment Terminology

Introduce the topic of investment terminology. Emphasize the importance of understanding basic terms in making investment decisions.

Stocks

Discuss stocks, definitions, and provide real-world examples. Ask students if they have heard of any popular stocks or companies.

Bonds

Explain bonds as fixed income instruments. Highlight examples like government or corporate bonds and their role in a diversified portfolio.

Mutual Funds

Clarify mutual funds and how they pool money to invest in a range of assets. Provide visual examples if possible.

Dividends

Discuss dividends, including the rationale behind them and what they signal about a company’s performance. Use real data examples if available.

Risk

Explain risk in the context of investments, emphasizing that higher potential returns often come with higher risk. Use risk spectrum visuals.

Summary & Q/A

Summarize key terms and open the floor for any questions from the students.

Quiz

Investment Knowledge Check