Lesson:
Engage (10 minutes):
- Provide participants with a list of common investment goals (retirement, education, wealth accumulation, etc.).
- Ask participants to rank these goals in order of priority for themselves personally.
- Encourage participants to think about which goals are most important to them and why.
- Divide participants into small groups.
- Instruct participants to share their ranked investment priorities with their group members.
- Facilitate a brief discussion within each group about the reasons behind their priorities.
Add any additional prompts you want for the remaining percentages
Apply (25 minutes):
Direct Instruction (5 Minutes)
Different types of investments slides
Activity 1- (20 Minutes)
- Distribute the handout with a list of investment options (stocks, bonds, mutual funds, real estate, etc.) and evaluation criteria (risk, potential return, liquidity, etc.).
- Explain that participants will work individually or in pairs to evaluate each investment option based on the provided criteria.
- Instruct participants to choose one investment option at a time and evaluate it based on each criterion.
- Participants should rate each investment option on a scale of 1 to 5 (1 being low, 5 being high) for each criterion. They can write down their ratings on paper.
- Encourage participants to consider their own preferences, risk tolerance, and financial goals when assigning ratings.
Reflect (5 minutes):
- Gather participants in a group and discuss the evaluation process.
- Use the whiteboard or flipchart to list each investment option and its associated criteria.
- Ask participants to share their ratings for each investment option and the reasoning behind their choices.
- Facilitate a discussion about differing opinions and insights shared by participants.
