Savings, Investing, Insurance & Retirement Unit Plan- Personal Finance Edition
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- Product Details:Google, Windows, & Mac-friendly!All documents are editable to meet your classroom needs.The activity can be taught in the classroom or online.This bundle includes activities and projects that are easy to integrate into any classroom for students to learn and practice a wide rangePrice $389.00Original Price $491.05Save $102.05
Description
Want additional Personal Finance Materials? Check out our Personal Finance Semester Course, which includes this unit plan!
- Unit can be taught in the classroom or online
- Google, Windows, & Mac-friendly!
- All documents are editable to meet your classroom needs.
- Meets National Business Education Association Standards and ISTE Standards
This unit plan covers Using Credit in personal finance for grades 7-12.
Unit Objectives:
- Students will be able to analyze and research types of insurance, retirement, and tips for choosing the right plan.
- Students will understand savings, savings accounts, and types of savings plans.
- Students will be able to have knowledge of types of investments, investment plans, costs of investments, and the stock market.
- Through discussion and research, students will understand the time value of money and tools for retirement and insurance.
- With demonstrations and applications, students will know how to calculate simple and compound interest.
Students will be able to:
- Describe motivations for saving and the means by which they save
- Identify the opportunity costs of saving
- Differentiate between saving and investing
- Compare simple and compound interest
- Describe the advantages and disadvantages of various savings and investing plans
- Identify the risk/return trade-offs for saving and investing
- Apply criteria for choosing a savings or investment instrument (e.g., market risk, inflation risk, interest rate risk, political risk, liquidity, and minimum amount needed for investment)
- Differentiate between interest, dividends, capital gains, and rent from property
- Identify costs for investments
- Identify income sources for investments
- Examine the role of saving and investing in creating a financial plan
- Develop financial goals for the future based on one’s lifestyle expectations and career choices
- Explain how and why the stock market functions
- Apply the concept of Time Value of Money
This unit is infused with technology and real-world application and is designed to be engaging and rigorous. It is the perfect unit for any business class.
This unit plan is conducted through lectures, engaging activities, group-paced instruction, and discussion. Assignments range from a mix of daily assignments, time, projects graded on effort/attempt, unit tests, and a project graded on overall appearance and completion of given requirements.
Included:
- Unit Plan with Daily Instructions
- Savings, Investing, Insurance & Retirement Presentation
- Student Notes & Answer Key
- Savings, Investing, Insurance & Retirement Scavenger Hunt 3-Part Activity & Answer Key
- Life-Long Learner 2-Part Activity
- Investing Game Reflection Activity
- Informative Reel Project & Rubric
- Quizlet Review
- Test & Answer Key
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