Types of Investments: Personal Financial Literacy- GICs, Stocks, Etc.

About This Product

This 3-page lesson that includes student worksheets will help teach your high school students about all the different kinds of investments that they can purchase to grow their savings and net worth. Get teenagers interested in investing early to help improve their financial literacy!

It’s an easy-to-use lesson for a finance, career and personal planning, family and consumer sciences, life skills, or applied math class.

How to Use:

1. Students will learn the basic vocabulary (including rate of return and principal) and concepts (including risk versus reward and time horizon) surrounding investments.

2. Six different kinds of investments are introduced (savings accounts, GICs, stocks, bonds, mutual funds, and Exchange Traded Funds).

3. For each, students will determine the basic pros and cons and research to find one or more current interest rates and/or rates of return. They can use the information on the worksheets and complete more research online.

4. Finally, students are asked to decide how they would invest a $1 million inheritance into 3 different kinds of investments. They will choose how much to put into each investment, and they will explain why they made their picks (based on when they might need to use the money and what they want to use it for).

What's Included:

5 Page PDF: Ready to Print and Use!

- Teacher Instructions

- 2-Page Student Worksheet: six types of investments and investment vocabulary

- 1-Page Student Worksheet: How would you invest $1 million?

- Sample Answer Key

If you enjoy this product, check out other investment and financial literacy lessons in my store:

Types of Investment Accounts in Canada: Teaches about the Registered Investment Accounts Available in Canada

Types of Investment Accounts in the US: Teaches about the Registered Investment Accounts Available in the USA

Net Worth: Assets - Liabilities = Equity: Teaches Students How to Build Their Net Worth

Resource Tags

personal financial literacy financial literacy high school financial literacy investing investments stocks bonds gics family consumer sciences life skills

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