Lesson Plan
Investment IQ Blueprint
Students will explore basic investing concepts—understanding the difference between saving and investing—and set a personal investment goal through interactive activities.
Financial literacy in upper elementary builds confidence and decision-making; students learn how investing can help grow money over time and develop healthy money habits.
Audience
Time
Approach
Materials
Prep
Review and Setup
10 minutes
Step 1
Warm-Up: Savings or Spending? Quick Poll
5 minutes
Step 2
Introduction to Investing
5 minutes
Step 3
Activity: Stock Sticker Match-Up
10 minutes
Step 4
Discussion: Why Invest? Table Talk
10 minutes
Step 5
Cool-Down: My Investment Goal Journal
10 minutes
Step 6
Wrap-Up & Exit Ticket
5 minutes
Slide Deck
Money Moves: Saving vs Investing
Savings or Spending? Quick Poll
Key Definitions
Stock Performance Graphs
Why Invest? Discussion Prompts
My Investment Goal Journal
Warm Up
Activity
Discussion
Cool Down
