Lesson Plan
Investing Toolbox Roadmap
Students will explore and identify basic investment tools—stocks, bonds, and mutual funds—through everyday analogies, then apply their understanding to construct and justify a sample $1,000 portfolio.
Introducing investing concepts with familiar tools builds confidence, critical thinking, and foundational financial literacy, empowering students to make informed money decisions now and in the future.
Audience
Time
Approach
Materials
Prep
Teacher Preparation
10 minutes
Step 1
Warm-Up: Show Us Your Tools
5 minutes
Step 2
Introduction: Tools of the Trade Slides
10 minutes
Step 3
Activity: Build-a-Portfolio Workshop
25 minutes
Step 4
Exit Ticket: Your First Pick
5 minutes

Slide Deck
Tools of the Trade: Your Investment Toolbox
Learning Objectives
What Are Stocks?
What Are Bonds?
What Are Mutual Funds?
Risk vs. Reward
Choosing Your Tools
Sample $1,000 Portfolio
Your First Pick

Warm Up


Activity


Cool Down

