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EVERFI.com/K-12
Approx. 75 minutes + 45 minutes of homework
Materials Needed
Launch Activities
Number cube (dice) or dice app
EVERFI Financial Literacy “Investing Module”
Investment Portfolio Guide (attached)
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Lesson
Teacher Directed
Duraon: 15 minutes
Part 1: Preview (Launch)
Students will be divided into mixed groups of three. Students will take
part in a brief simulation exercise that exposes them to the benefits and
risks of different investment strategies.
Lesson
Teacher Directed
Part 2: Develop Purpose (Focus/Essential Questions)
Through this lesson students will understand how and why do people
choose to invest? Students will learn relevant investing vocabulary and
how to appropriately evaluate an investment opportunity.
EVERFI.com/K-12
Module
Student Centered and
Self-Pacing
Duraon: 35 - 45 minutes
Part 3: Gather Information/Reading Notes
Students will enter the EVERFI Financial Literacy module “Investing”.
Students will complete the Investing module and earn a score of 70% or
higher. In this module, students learn about stocks, bonds, mutual funds,
risk and reward dynamics, rates of return, shareholders, dividends, and
coupons. Students will become proficient in allocating the risk and
return of stocks, bocks, mutual funds, and savings accounts to create an
optimal investment portfolio. Students will read a stock quote and
understand how to evaluate a company based on several key indicators.
Students will become proficient in a basic understanding of how certain
securities are traded.
Activity
Duraon: 35 - 40 minutes + 30 minutes of homework
Part 4: Production/Process
Individually or in small groups, students will follow the instructions in
the My Investment Portfolio activity to create an investment portfolio
prospectus that demonstrates their understanding of their different
investment vehicles and their risk and return potential. Students will
explain the reasoning that justifies their investment decisions and
choices, keeping in mind their goals and risk potential. Students will
provide a color pie chart representing their chosen asset classes with
risk analysis. As an extending activity students can be instructed to
research specific investments to include in their portfolio.
Closing
Teacher Facilitated
Duraon: 15 minutes
Part 5: Closure
Ask students to briefly present and explain their prospectuses with the
class. Be sure to instruct students to provide justifications for their
choices.
Other Resources:
Marketplaces: Investing Basics - EVERFI
http://everfi.com/offerings/listing/marketplacescourse/
Diversification and Risk- The Federal Reserve Bank of St. Louis
http://www.stlouisfed.org/education_resources/assets/lesson_ plans/z
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EVERFI.com/K-12
How To Invest
Name Class Period
Date
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EVERFI.com/K-12
Investment Porolio Guidelines
Lesson Plan: Investing
Name Class Period
Date
