Financial Literacy Investing Stock Market Bonds Treasury Bills

Unlock the world of investing with our comprehensive Financial Literacy Bundle, designed specifically for middle and high school students. This educational package covers the three foundational pillars of investment: stocks, treasury bills, and bonds. Whether you’re a teacher looking to introduce students to the basics of financial markets or a learner eager to understand the fundamentals of investing, this bundle has everything you need to get started.

What’s Included:

Treasury Bills

• What are treasury bills

• Face value, discount price, maturity date

• Difference between treasury bills, notes and bonds

• Purpose of treasury bills for the government

• How treasury bills work

• How treasury bills differ from other investments

• Types of treasury bills

• A real world example

• The treasury bill market

• Impact of interest rates on treasury bills

• Investment strategies with treasury bills

• 5 class practices to calculate: maturity, discount amount, profit, loss, t-bill yield

• Printable worksheet for individual practice (questions on maturity, discount, profit, loss, yield)

Stocks

• What are stocks

• Why do businesses sell their stocks

• Dividends

• Examples

• The stock market

• Wall Street

• Earning money from stocks

• Rise and fall of stocks

• Bulls and bears

• Dow Jones Industrial Average

• Mutual Funds

• 5 class based quiz questions with full solutions provided

• 4 independent worksheet questions

calculate how many stocks a person bought
calculate profit and loss of stock investment
calculate percentage increase/decrease of stock value

Bonds

• What is a bond

• Difference between stocks and bonds

• Purpose of bonds

• Bond Market (Primary & Secondary)

• Government bonds

• Interest rates and inflation

• Corporate bonds

• Credit Ratings

• Bond funds

• Factors affecting bond prices

• Investment strategies with bonds

• 6 class practices to calculate interest, principal and interest rates

• 1 x printable worksheet on credit rating

• 2 x printable worksheets on calculating interest, principal, interest rates and gain/loss (8 questions in total)