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Transcript

Start

Step-by-step guide to the lesson

Investing Learning Unit

index

Learning session 1

Practical exercises 1

Ending the lesson

Presentation

Goals

Unit Concept Map

For more information

Learning session 2

Practical exercises 2

presentation

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!

INVESTING basics

- Understand fees and commissions - Understand the benefits of a diversified portfolio

Choosing and diversifying investments

- 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.

- Understand the difference between: Saving and investing Debt and equity- Know the value of investment may decrease or increase.

Basics of investing

goals

By the end of this unit, learners will be able to:

LEARNING GOALS

Unit Concept map

PRACTICAL EXERCISES II

basics of investing II

Different investing products

Choosing and diversifying actives

Escape Room - How inflation affects investments

Calculate risk and return of different funds

Prepare your investment plan

PRACTICAL EXERCISES i

Brainstorming on risks and benefits

Saving vs investing Debt vs equity

BASICS OF INVESTING i

Reflection + Initial Quiz

INVESTING

UNIT CONCEPT MAP

+Introduction

+Quiz

+Contents

1. Before starting with the presentation, let's break the ice with some questions [5 mins].

BASICS OF INVESTING i

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.

Learning sessions - 01

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.

SETTING FINANCIAL GOALS

PRACTICAL ACTIVITIES I

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.

Practical exercises - 01

+Contents

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.

Learning sessions - 02

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.

RISK AND RETURN CALCULATION

PRACTICAL ACTIVITIES II

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.

Practical exercises - 02

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.

Learning sessions - 01

Home

+Info

Reflect on what you have learned

good job!

learning unit completed

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)
  1. What have I learned? Main concepts and ideas.
  2. How did I learn it? Steps followed to learn it: group work, research, analysis of information, in-depth study, etc.
  3. What has been the easiest and the most difficult part?
  4. What was it useful for? Usefulness of what I have learned
  5. 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.