Lesson Plan: Personal Investment Plan (https://txcte.org/resource/lesson-plan-personal-investment-plan)

Lesson Plan: Personal Investment Plan

Resource ID

11563

Grade Range

Institutional Organization

UNT

Sections

Description (https://txcte.org/resource/lesson-plan-personal-investment-plan#paragraph-32916)

Description

This lesson is an introduction to personal income and investing. It focuses on helping students put together a personal investment plan and familiarizes them with filling out a 1040 EZ.

Download the lesson plan (https://www.txcte.org/sites/default/files/resources/documents/Lesson%20Plan%20Personal%20Investment%20Plan_0.docx)

Scroll to the related items section at the bottom of this page for additional resources.

Resources

Videos

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Documents

Lesson Plan Personal Investment Plan.docx (https://txcte.org/sites/default/files/resources/documents/Lesson%2520Plan%2520Personal%2520Investment%2520Plan_0.docx)

Financial Plan Report.docx (https://txcte.org/sites/default/files/resources/documents/Financial%2520Plan%2520Report.docx)

Financial Plan Report KEY.docx (https://txcte.org/sites/default/files/resources/documents/Financial%2520Plan%2520Report%2520KEY.docx)

Income Expenses.docx (https://txcte.org/sites/default/files/resources/documents/Income%2520Expenses.docx)

Financial Planning Pyramid.docx (https://txcte.org/sites/default/files/resources/documents/Financial%2520Planning%2520Pyramid.docx)

The Advantage of Starting Early.docx (https://txcte.org/sites/default/files/resources/documents/The%2520Advantage%2520of%2520Starting%2520Early.docx)

Links

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Print (https://txcte.org/node/186806/printable/print)