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.

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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

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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

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Warm Up

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Activity

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Cool Down

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What’s in Your Investment Toolbox?

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Brandy Miranda

Tier 1
For Schools
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