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CTE/Education & Training Curriculum Adult Roles and Financial Literacy
Lesson Plans

Strand 7

Students will practice family financial planning as it pertains to saving, investing, and risk management.

Standard 4

Discuss the dynamics of saving and investing. (GFL 3.2)
  • Finance
    Students will understand investing, the Stock Market, investment strategies, protecting investments, and buying and selling investments.
  • Retirement
    Students will understand the financial preparation for retirement, including financial resources needed, characteristics of retirement plans, and the role of individual responsibility in planning for retirement.
  • Savings
    Students will understand the value of savings, identify ways and reasons to save, and how government regulations protect savers.
  • Savings vs Investment
    Students will understand the value of savings and investments including the aspects of risk, return, liquidity and costs inherent in each. They will also understand appropriate financial products for different financial goals.

UEN logo - in partnership with Utah State Board of Education (USBE) and Utah System of Higher Education (USHE).  Send questions or comments to USBE Specialists - Lola  Shipp or Ashley  Higgs and see the CTE/Education & Training website. For general questions about Utah's Core Standards contact the Director - THALEA  LONGHURST.

These materials have been produced by and for the teachers of the State of Utah. Copies of these materials may be freely reproduced for teacher and classroom use. When distributing these materials, credit should be given to Utah State Board of Education. These materials may not be published, in whole or part, or in any other format, without the written permission of the Utah State Board of Education, 250 East 500 South, PO Box 144200, Salt Lake City, Utah 84114-4200.