Financial Literacy: Intro to Mutual Funds Bundle - Includes presentation, task cards and a test.
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The Intro to Mutual Funds bundle includes the following lessons...
Intro to Mutual Funds
The Intro to Mutual Funds Presentation
helps to build the foundation for all of the other lessons in this Investing Unit. If students have a clear understanding of this information they will be well prepared for all of the assignments that follow.
This informative presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing mutual funds. Students will learn what a mutual fund is, how they are managed, as well as the advantages and disadvantages of investing in mutual funds. Read more...
Intro to Mutual Funds Task Cards
(13 pages/24 task cards)
These 24 task cards are a fun way to reinforce the concepts and terms that were introduced to students in the Intro to Mutual Funds presentation. Questions include multiple choice, short answer and true or false. These cards can be used individually, in small groups or as a whole class challenge type of game. Eleven wild cards are included to REV UP the excitement. Read more...
Intro to Mutual Funds Test
This test was designed as a companion to my Intro to Mutual Funds presentation. It includes 21 matching questions that cover mutual fund basics.
lets you know if the students are ready to move on or if additional review time is needed. Read more...
The lessons take about 2-3 days to complete depending on the class.
Access to the Internet
*Aligned with National Personal Finance Standards
This lesson is part of a unit on Investing
This lesson is part of a dynamite unit on Investing. The complete unit is a great hands-on way to teach students the ins and outs of researching, selecting, and tracking stock and mutual funds. It is loaded with fun, hands-on lessons, informative presentations, crosswords, and on-line flashcards, games and quizzes.
Click here to view all of the lessons in the INVESTING UNIT.
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Keywords: Investing, Mutual Funds, Stock Market, Stock Game, Personal Finance, Money, Lesson Plans, Internet Activities, Games, Task Cards, Fun Stuff