Week 1
Lesson 1
Why Should I Invest?
Students will be able to: 
Define investing and distinguish it from saving and trading
Identify reasons for investing, including outpacing inflation
Analyze how compounding builds wealth over time
Experience making a variety of investment decisions through an interactive simulation  
 Week 2
Lesson 2
What is the Stock Market?
Students will be able to:
Explain what stocks are and how they can make money from investing in them 
Identify ways to minimize risk when investing in stocks 
Read a stock quote and evaluate a stock’s performance over time 
Understand what a stock split is and how it impacts investors who own that stock
 Week 3
Lesson 3
What is a Stock?
Students will be able to:
Explain what stocks are and how they can make money from investing in them 
Identify ways to minimize risk when investing in stocks 
Read a stock quote and evaluate a stock’s performance over time 
Understand what a stock split is and how it impacts investors who own that stock
 Week 4
Lesson 4
What is a Bond?
Students will be able to:
Explain what a bond is and the pros and cons of investing in bonds
Understand the various factors that can influence bond prices such as interest rates
Identify the differences between an individual bond and a bond fund
Read a bond fund fact sheet
 Week 5
Lesson 5
Managing Risk
Students will be able to:
Explain what risk is and its role in investing
Analyze effective strategies to manage investment risk such as investing early, diversification, and dollar cost averaging 
Calculate the impact of using dollar cost averaging in hypothetical scenarios and by using the real historical performance of an index fund
 Week 6
Lesson 6
Investing in Funds
Students will be able to:
Understand what a fund is and how investing in one can create a more diversified investment portfolio 
Explain the difference between active investing and passive investing 
Arrange companies to create a diversified mutual fund
 Week 7
Lesson 7
Deep Dive Into Funds
Lesson: Deep Dive Into Funds
Students will be able to:
Identify the differences between mutual funds, index funds, exchange-traded funds, and target date funds
Explain the advantages and disadvantages of investing in mutual funds, index funds, exchange-traded funds, and target date funds
 Week 8
Lesson 8
Start Investing
Students will be able to:
Identify strategies recommended for a beginner investor and explain why these strategies may be beneficial 
Explore their own risk tolerance through a worksheet
Experience making a variety of investment decisions through an interactive simulation  
Understand what a brokerage account is and how to open one
 Week 9
Lesson 9
Smart Investing: Regulations & Returns
Students will be able to:
Identify strategies recommended for a beginner investor and explain why these strategies may be beneficial 
Explore their own risk tolerance through a worksheet
Experience making a variety of investment decisions through an interactive simulation  
Understand what a brokerage account is and how to open one
 Week 10
Lesson 10
The importance of Investing for Retirement
Students will be able to:
Explain what retirement means through a financial lens 
Investigate how investing can be a powerful tool to meet their retirement goals 
Understand what Social Security is and why most Americans cannot rely on Social Security alone for retirement 
Explore factors that can impact how much they might need in retirement and their ability to meet their retirement savings goal
 Week 11
Lesson 11
How to Invest for Retirement
Students will be able to:
Understand what a 401(k) plan is and its advantages
Explain the options available to them if an employer does not offer a 401(k) plan
Conduct research to compare different types of retirement accounts, including Roth IRAs, traditional IRAs, 401(k)s, and pensions
 Week 12
Lesson 12
Modern Investing
Students will be able to:
Discuss the function and growth of robo-advising, along with its relationship with human investment managers
Explain the function, pros, and cons of micro-investing
Explore how artificial intelligence (AI) is changing the investing landscape 
Compare modern investing tools
Lesson 13
Unit Investing Assessment
Unit Investing Assessment