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Investment Formative Assessment

Investment Formative Assessment
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I use this assignment with my Personal Finance classes. This activity assesses the student's ability to:
Explain the relationship between risk and return
Identify good and bad investment choices
Discuss investment philosophies
Create a portfolio of investments for a client based on an investment philosophy

For part 2 I usually cut up different ages and amounts of money and have students draw from a basket. As an extension advanced students can use the Internet to identify specify investments (stocks, mutual funds, index funds) that they would select for the portfolio. Also check out my store for a modified version of this assignment for IEPs or ESLs.

This assignment goes well with my Stocks & Bonds PPT, Mutual Funds PPT, and Other Investments PPT. Check out my store Business Girl for these files.
Total Pages
3
Answer Key
N/A
Teaching Duration
1 hour

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Investment Formative Assessment