Description

This easy-prep personal finance lesson will teach students the basics of investment funds, including how they function and the differences between mutual funds, ETFs, and index funds.

Investment funds are a complicated topic. This lesson provides an overview of investment funds in a way that is easy to teach and easily understood by students.

The lesson includes a set of Google Slides, guided notes for students, and an answer key. The guided notes include an activity where students will use a stock market index heat map to deepen their knowledge of index funds.

Included Topics:

• Definition of investment funds and how they work
• Advantages and disadvantages of using investment funds
• Actively vs passively managed funds
• A comparison of mutual funds, ETFs, and index funds
• Types of income from investment funds

*The Google Slides and guided notes in this lesson are not editable.*

The information provided in this resource does not, and is not intended to, constitute financial advice; instead, all information, content, and materials available are for general informational purposes only.  Information in this resource may not constitute the most up-to-date information.  This resource may contain information regarding third parties.  Such information is only for the convenience of the reader.  CKMath does not recommend or endorse any third party, and CKMath is not affiliated with, nor sponsored by, any third party.