Embedded Files
Project Overview
Project Overview
In the project, students look forward 10-15 years and create a financial portfolio to help them achieve their future lifestyle and monetary goals while also learning about the importance of planning for unexpected adversities. They will create a variety of artifacts—physical and digital—and deliver presentations as they explore the steps required for a secure financial future.
The project is divided into four discrete steps, each of which has an essential question that students will answer.
MY SAVINGS PLAN
How do you plan to save money throughout your lifetime?
MY BUDGETING HABIT
What can you do to help prevent overspending?
MY CREDIT SCORE
How does a credit score influence the things you can buy?
MY INVESTMENT PLAN
How can investing in the markets help you to earn more money?
Materials
Materials
The Project Checklist will be provided as a PDF.
The Project Student Activity will be provided as a fillable PDF and as a Microsoft Word document.
The Project Rubrics will be provided as PDFs.
The Project Rubrics will be provided as PDFs.
The Project Teacher Guides will be provided as PDFs and as a Microsoft Word documents.
Project Sessions 1-3: Overview and Objectives
Project Sessions 1-3: Overview and Objectives
Students review basic information about stocks and the stock market and then conduct research to select at least ten stocks in which to invest for a financial portfolio.
STUDENTS WILL:
Explain stock and the stock market.
Describe low-risk, medium-risk, and high-risk investments.
Develop a diversified stock portfolio.
Predict factors that would positively or negatively affect the stock prices within the next 10 years.
Onscreen Presentation
Onscreen Presentation
A presentation for each session will be available as PowerPoints and Google Slides.
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