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Investments

Investments

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Here's how Investments aligns with curriculum standards in Connecticut. Use the filters to change the location, set of standards, and grade level.

Financial Literacy Standards

9.3: Investing

12.2: Investors earn investment returns from price changes and annual cash flows (such as interest, dividends or rent). The nominal annual rate of return is the annual total dollar benefit as a percentage of the beginning price.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investments
12.2.a: Describe the different types of annual cash flows that can be received by investors.

12.3: Investors expect to earn higher rates of return when they invest in riskier assets.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investments
12.3.b: Investigate the long-run average rates of returns on small-company stocks, large-company stocks, corporate bonds, and Treasury bonds.

12.6: When making diversification and asset allocation decisions, investors consider their risk tolerance, goals, and investing time horizon.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investments
12.6.a: Recommend portfolio allocation between major asset classes for a short-term goal versus a long-term goal.
12.6.b: Discuss the pros and cons of investing in a diversified mutual fund versus investing in a small number of individual stocks.

12.7: Expenses of buying, selling, and holding financial assets decrease the rate of return from an investment.

Standards
Defined by Standards for Personal Finance: NGPF 9th-12th Grades and align with Investments
12.7.b: Compare the expense ratios for several mutual funds.