ERIC Number: ED452129
Record Type: Non-Journal
Publication Date: 1998
Reference Count: N/A
Basics of Saving and Investing: A Teaching Guide. Financial Literacy Two Thousand and One.
Eastern Michigan Univ., Ypsilanti. National Inst. for Consumer Education.
This teaching guide contains learning objectives that focus on the following: how to design a personal financial plan; how financial markets work; how to select among various saving and investment options; how to find out and use investment information; and how to recognize and protect oneself against investment fraud. The guide can be the framework of a course or a supplement to existing high school courses in social studies, economics and consumer economics, business education, personal finance, and mathematics. Each unit contains learning objectives, background information for teachers and students, suggested activities, overheads, handouts, and worksheets. Appendices contain a glossary of terms and resource lists. The guide is divided into the following units: (1) "Financial Decisions" (personal financial planning, factors that influence decisions, a plan to reach financial goals, protection against financial risk); (2) "How Financial Markets Work" (types of financial markets, how securities are bought and sold, regulation of financial markets, factors that affect price); (3) "Investment Choices" (why people save and invest, types of savings and investments, selecting savings and investments; how long will it take to double your money?); (4) "Investment Information" (information about markets and securities, selecting financial professionals); and (5) "Investment Fraud" (scams, schemes and swindles, how telemarketing fraud works, inside Boiler Rooms"; "Types of Investment Scams; fraudulent sales techniques, how to victim-proof yourself; protecting the investor). (BT)
Descriptors: Basic Business Education, Class Activities, Consumer Education, Curriculum Enrichment, Daily Living Skills, Economics Education, Financial Needs, High Schools, Investment, Learning Activities, Money Management, Student Educational Objectives
National Institute for Consumer Education, Eastern Michigan University, Business College, Room 559 Gary Owens Building, 300 West Michigan Avenue, Ypsilanti, MI 48197. Tel: 734-487-2292; Fax: 734-487-7153.
Publication Type: Guides - Classroom - Teacher
Education Level: N/A
Audience: Practitioners; Teachers
Authoring Institution: Eastern Michigan Univ., Ypsilanti. National Inst. for Consumer Education.