Personal Finance Lesson: Investing in Stocks
Learning about stocks is an integral part of any Personal Finance or Economics class. And, regardless of what has
Despite the market's recent downturns stocks remain an important part of any financial portfolio
happened in the market the last few days, stocks are still one of the best tools for building long term wealth.
In this post, I thought I would offer a few of the PowerPoint slides I use to lead classroom discussions on stocks, as well as a few of the worksheets I use. I will post a couple of activities later on.
Since my Personal Finance classes do not have a textbook, and I’m not teaching Econ at the moment, these slides do not correspond to any particular text. I will place them below in the order that I cover them in class. Feel free to adapt them to your own needs!
PowerPoint Discussions over Stocks
PowerPoint Notes: Investing Expectations (Provides students with an overview of what to expect from stock market)
PowerPoint Notes: Introduction to Stocks
PowerPoint Notes: Financial Statements (Basic introduction of Financial Statements for students who haven’t had Accounting)
PowerPoint Notes: Characteristics of High Quality Companies (Students learn traits of high quality companies)
PowerPoint Notes: Other Investments (Introduces Bonds, Mutual Funds, and “other” investments)
Stock Worksheets
Worksheet: Reading Stock Quotes (Excel Format)
Worksheet: Company Financial Statements (Excel Format)
Worksheet: Company Quality (Word Format)
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