Module FP.1.1: Investing Strategies

Standard: EPF.FP.1.1

Objective: Explain basic investing strategies and their risks/rewards.

---

Lesson Overview

• Define investing and common strategies
• Discuss risk vs. reward
• Analyze types of investments (stocks, bonds, mutual funds)

Teacher Notes

• Use real investment data
• Relate to students' future goals
• Discuss diversification

Activities

• Investment simulation game
• Guest speaker: Financial advisor
• Create a sample investment portfolio

Assessment

• Quiz on investment types
• Written investment plan

Resources

• NC DPI EPF Standards
• Investment education resources