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.

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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

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Slide Deck

Welcome to Investment Terminology

Stocks

Bonds

Mutual Funds

Dividends

Risk

Summary & Q/A

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Quiz

Investment Knowledge Check

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Investor's Toolkit

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