Post date: Dec 06, 2013 5:32:33 PM

Put together a list of videos

INVESTING

OVERVIEW

Students will:

• review the investments and financial goals of their Life Stage Characters

• review a number of types of investments

• put together a portfolio of sample investments they would be comfortable with

• review and discuss a story illustrating the investment process

• discuss investment frauds and role-play fraud scenarios

By examining basic investment options and the investment process, students learn how to invest savings so they will be available for their education and career goals. They also learn skills they can use in other areas that make them prudent consumers.

OUTCOMES

Following this activity, students will be able to:

• describe how individual goals and risk tolerance affect investment choices

• describe the risk, return and liquidity of a variety of investments

• choose an investment portfolio based on the characteristics of individual investments, diversification and personal preferences, as well as education and career goals

• apply key guidelines in personal investing situations

• identify potential investment frauds and respond appropriately

1. Ask the class what investments are and explain that investments are different ways to use money to earn more money.

a) Have students predict what kind of investments, if any, their Life Stage Characters are likely to have.

http://www.themoneybelt.gc.ca/thecity-lazone/eng/ta/docs/html/Module_9.html

http://bsdweb.bsdvt.org/~bschwartz/pdfs/careerseverfimod10.pdf