Investing Learning Unit
Step-by-step guide to the lesson
Start
Presentation
index
Goals
Unit Concept Map
Learning session 2
Learning session 1
Practical exercises 2
Practical exercises 1
Ending the lesson
For more information
presentation
INVESTING basics
Welcome to our unit on Investing. This unit will provide you with the essential skills to understand the differents between saving and investing and how to choose and diversify your assets. By the end of this unit, you will be equipped with the knowledge and tools to take control of your finances, ensuring a balanced approach to investing. Let’s embark on this journey towards financial empowerment and stability!
LEARNING GOALS
Basics of investing
goals
- Understand the difference between: Saving and investing Debt and equity- Know the value of investment may decrease or increase.
By the end of this unit, learners will be able to:
- Understand how changes in inflation, interest rates and/or exchange rates may impact on longer-term plans - Understand basic concepts such as time-value of money, risk tolerance, investment horizon and investment objectives.
Choosing and diversifying investments
- Understand fees and commissions - Understand the benefits of a diversified portfolio
UNIT CONCEPT MAP
Unit Concept map
INVESTING
BASICS OF INVESTING i
PRACTICAL EXERCISES i
basics of investing II
PRACTICAL EXERCISES II
Brainstorming on risks and benefits
Calculate risk and return of different funds
Reflection + Initial Quiz
Choosing and diversifying actives
Prepare your investment plan
Different investing products
Saving vs investing Debt vs equity
Escape Room - How inflation affects investments
Learning sessions - 01
1. Before starting with the presentation, let's break the ice with some questions [5 mins].
BASICS OF INVESTING i
+Introduction
2. After breaking the ice, let's see where we are in terms of knowledge with a quick test [5 mins]. 3. Afterwards, we will continue the lesson [3 h and 50 mins] with some theory and exercises. Set some minutes for resting after 2 hours of class to ensure engagement and attention.
+Quiz
+Contents
Practical exercises - 01
PRACTICAL ACTIVITIES I
SETTING FINANCIAL GOALS
Escape room
After slide 21, each participant should access the escape room provided to test their understanding of how inflation affects investments. Dedicate 10 minutes afterwards to exchange impressions.
After slide 11, ask participants to form groups of 3 and brainstorm for 20 minutes about the risks and benefits of investing. Provide them with an A3 paper copy of the handout "Risk and benefits of investing" and pens. Afterwards, they have to present and discuss their ideas.
Learning sessions - 02
1. Before starting with the presentation, let's remember some of the concepts in the previous lesson. Go to slide 21 [5 mins].
BASICS OF INVESTING iI
2. Afterwards, we will continue the lesson [3 h and 50 mins] with some theory and exercises. Set some minutes for resting after 2 hours of class to ensure engagement and attention.
+Contents
Practical exercises - 02
PRACTICAL ACTIVITIES II
RISK AND RETURN CALCULATION
FUTURE INVESTMENT PLAN
At the end of the lesson, provide participants with the handout "Create your investment plan". They will have to apply the acquired knowledge and create a plan for the future. After 30 minutes, each participant will present and discuss their choices.
After slide 33, ask participants to form groups of 3 and select 3 different funds to calculate their risk and return. Provide them with an A3 paper, computers and pens. Afterwards, they have to present and discuss their choices.
Learning sessions - 01
Q&A
At the end of the lesson, questions and doubts should be solved. We can use the quiz again to see if our students have gained any knowlegde after the lesson. Additionally, the glossary can be presented as an extra knowledge tool.
Reflect on what you have learned
good job!
+Info
learning unit completed
Home
The unit is set to last 4 hours including:
- Initial questions (5 min)
- Quiz (5 min)
- Difference between saving and investing (45 min)
- Difference between debt and equity (45 min)
- Brainstorming activity - Risks and benefits of investing (30 min)
- Value of investment (30 min)
- Changes in inflation (30 min)
- Escape Room (30 min)
- What have I learned? Main concepts and ideas.
- How did I learn it? Steps followed to learn it: group work, research, analysis of information, in-depth study, etc.
- What has been the easiest and the most difficult part?
- What was it useful for? Usefulness of what I have learned
- In what other situations can I use it? Extrapolation of what I have learned to other subjects, daily life, etc.
The unit is set to last 4 hours including:
- Remembering some concepts (5 min)
- Investment products (50 min)
- Return, risk and liquidity (45 min)
- Practical exercise - Calculate the risk and return of different funds (50 min)
- Diversifying investments (30 min)
- Factors influencing investment decisions (20 min)
- Practical activity - Future investment plan (50 min)
Introduction
We should start the lesson asking learners some questions to see where they are at. Some of those questions can include:
- Have you ever invested?
- Why do you think people invest?
QUIZ
After the initial questions and to engage learners with the session, we have prepared a small quiz to test their knowledge. [add link from the platform] This quiz can also be used at the end of the lesson.
Lesson Plan - Investing
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Transcript
Investing Learning Unit
Step-by-step guide to the lesson
Start
Presentation
index
Goals
Unit Concept Map
Learning session 2
Learning session 1
Practical exercises 2
Practical exercises 1
Ending the lesson
For more information
presentation
INVESTING basics
Welcome to our unit on Investing. This unit will provide you with the essential skills to understand the differents between saving and investing and how to choose and diversify your assets. By the end of this unit, you will be equipped with the knowledge and tools to take control of your finances, ensuring a balanced approach to investing. Let’s embark on this journey towards financial empowerment and stability!
LEARNING GOALS
Basics of investing
goals
- Understand the difference between: Saving and investing Debt and equity- Know the value of investment may decrease or increase.
By the end of this unit, learners will be able to:
- Understand how changes in inflation, interest rates and/or exchange rates may impact on longer-term plans - Understand basic concepts such as time-value of money, risk tolerance, investment horizon and investment objectives.
Choosing and diversifying investments
- Understand fees and commissions - Understand the benefits of a diversified portfolio
UNIT CONCEPT MAP
Unit Concept map
INVESTING
BASICS OF INVESTING i
PRACTICAL EXERCISES i
basics of investing II
PRACTICAL EXERCISES II
Brainstorming on risks and benefits
Calculate risk and return of different funds
Reflection + Initial Quiz
Choosing and diversifying actives
Prepare your investment plan
Different investing products
Saving vs investing Debt vs equity
Escape Room - How inflation affects investments
Learning sessions - 01
1. Before starting with the presentation, let's break the ice with some questions [5 mins].
BASICS OF INVESTING i
+Introduction
2. After breaking the ice, let's see where we are in terms of knowledge with a quick test [5 mins]. 3. Afterwards, we will continue the lesson [3 h and 50 mins] with some theory and exercises. Set some minutes for resting after 2 hours of class to ensure engagement and attention.
+Quiz
+Contents
Practical exercises - 01
PRACTICAL ACTIVITIES I
SETTING FINANCIAL GOALS
Escape room
After slide 21, each participant should access the escape room provided to test their understanding of how inflation affects investments. Dedicate 10 minutes afterwards to exchange impressions.
After slide 11, ask participants to form groups of 3 and brainstorm for 20 minutes about the risks and benefits of investing. Provide them with an A3 paper copy of the handout "Risk and benefits of investing" and pens. Afterwards, they have to present and discuss their ideas.
Learning sessions - 02
1. Before starting with the presentation, let's remember some of the concepts in the previous lesson. Go to slide 21 [5 mins].
BASICS OF INVESTING iI
2. Afterwards, we will continue the lesson [3 h and 50 mins] with some theory and exercises. Set some minutes for resting after 2 hours of class to ensure engagement and attention.
+Contents
Practical exercises - 02
PRACTICAL ACTIVITIES II
RISK AND RETURN CALCULATION
FUTURE INVESTMENT PLAN
At the end of the lesson, provide participants with the handout "Create your investment plan". They will have to apply the acquired knowledge and create a plan for the future. After 30 minutes, each participant will present and discuss their choices.
After slide 33, ask participants to form groups of 3 and select 3 different funds to calculate their risk and return. Provide them with an A3 paper, computers and pens. Afterwards, they have to present and discuss their choices.
Learning sessions - 01
Q&A
At the end of the lesson, questions and doubts should be solved. We can use the quiz again to see if our students have gained any knowlegde after the lesson. Additionally, the glossary can be presented as an extra knowledge tool.
Reflect on what you have learned
good job!
+Info
learning unit completed
Home
The unit is set to last 4 hours including:
The unit is set to last 4 hours including:
Introduction
We should start the lesson asking learners some questions to see where they are at. Some of those questions can include:
QUIZ
After the initial questions and to engage learners with the session, we have prepared a small quiz to test their knowledge. [add link from the platform] This quiz can also be used at the end of the lesson.