Get Ready for Your Career   Western Reserve Public Media
Overview Communication Skills Emotional Intelligence Financial Literacy Entrepreneurship Process Information Management Sample Careers Resources Teacher Materials Watch Online
Financial Literacy

Investing Tools



This lesson orients students to the basic types of investment tools and provides information that will distinguish between them.


Entrepreneurship Pathways from Ohio Department of Education

Standards addressed

Unit 9: Financial Literacy

9.1 Describe the fundamental principles of money.

9.2 Manage personal finances to achieve financial goals.

9.3 Discuss the use of financial service providers to aid in achieving financial goals.

9.4 Describe types of investment strategies.




  1. Distribute and discuss the words listed in the Investing Tools Vocabulary handout and suggest that the students keep it handy as you continue through this unit.

  2. Begin by showing “Chapter 4: Start Savings — Saving for Retirement” of the PBS series “Your Life, Your Money,” which can be found at Select the second section of Chapter 4 (Saving for Retirement).

  3. Discussion questions to use with this video may include:

  4. Is Maria planning her future? If so, how?

    Is Maria saving or investing money? Explain.

    What methods is Maria using to invest for retirement?

    If you were Maria, would you have any worries about the money that she has invested in her retirement?

    Do you think Maria has thought too much about her retirement plans?

    Why is it necessary to invest for retirement?

    If you were Maria, would you make any different financial decisions?

  5. Discuss what investing is and have students record appropriate notes on the Investing Tools Note-Taking Guide.
  6. Split participants into five groups with an equal number of participants in each group. Assign each group one of the five investing tools being covered:

  7. stocks


    mutual funds

    index funds

    tax-sheltered investments

  8. Using the Investing Tools Presentation handout, students should research their assigned investing tool, prepare a brief presentation and deliver the information to fellow classmates who will record appropriate information on the Types of Investment Tools handout. Copyright©2012, Northeastern Educational Television of Ohio, Inc. All rights reserved.
Listening and Speaking: Communication Skills Communication Skills: Conducting an Interview Conducting an Interview Writing a Résumé Writing a Cover Letter Going on an Interview Clear Communication Drawings (PDF File) Emotional Intelligence Nonverbal Communication and Body Language Nonverbal Language or Body Language What’s In Your Pocket (or Purse or Backpack)? What’s In Your Pocket (or Purse or Backpack)? What Is Emotional Intelligence? PowerPoint Presentation What Are My Goals? Setting Up a Budget Jillian’s Personal Budget My Personal Budget Savings Tools Note Taking Guide Savings Tools Presentation Characteristics of Savings Tools Investing Tools Note-Taking Guide Investing Tools Presentation Types of Investment Tools Bringing It All Together: Setting Financial Goals,  Budgeting, Saving and Investing Identify and Prioritize Your Personal and Financial Goals Principles of Money: Vocabulary Savings Tools Savings Tools Vocabulary Investing Tools Investing Tools Vocabulary