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Investment Terms

Investment Terms

Worksheet • 30 min of learning
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Here's how Investment Terms aligns with curriculum standards in Washington DC. Use the filters to change the location, set of standards, and grade level.

Saving and Investing

Knowledge Standards

SI.K.8: Examine the incentives that drive companies to issue and sell stock and motivate individuals to invest.

Standards
Defined by Financial Literacy Standards 9th-12th Grades and align with Investment Terms
Students will analyze the primary drivers compelling companies to issue and sell stocks to the public.

Skills Standards

SI.S.2: Compare nominal annual rates of return, including cash flows and price changes over time on different types of investments.

Standards
Defined by Financial Literacy Standards 9th-12th Grades and align with Investment Terms
Students will identify different types of investments, including stocks, bonds, collectibles, real estate, index funds and mutual funds.

SI.S.5: Analyze interest, dividends and capital appreciation (gains) and identify examples of passive income derived from financial investments.

Standards
Defined by Financial Literacy Standards 9th-12th Grades and align with Investment Terms
Students will differentiate between earned and passive income.