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Saving & Investing Unit (NEFE)

Main Core Tie

General Financial Literacy
Strand 4 Standard 2

Additional Core Ties

General Financial Literacy
Strand 4 Standard 4

Life Skills

  • Thinking & Reasoning
  • Social & Civic Responsibility
  • Employability


Traquel Dayley


This unit will help students explore options in investing and saving. They will analyze the impact of interest and time have on money.


Students will each need a copy of the learning log. The PowerPoint can either be copied and used as a handout or overheads, or it can be projected with a LCD projector.

Background for Teachers


Intended Learning Outcomes

At the conclusion of this unit, students will be familiar with saving and investing terms, know how to make wise choices regarding saving and investing, and know how time impacts each.

Instructional Procedures


  • Savings_and_Investments.ppt
    Presentation to guide lecture in Unit Four of NEFE workbooks. Student activities in listening log are connected to the PowerPoint.
  • Savings_and_Investments_Listening_Log.doc
    This packet is intended to guide students through various items that will be discussed in the unit. Directions are given for each section when the time arises. (see teacher helps)


The attachments provided are the shell of this unit. The PowerPoint is played throughout the coverage of the content and the listening and learning log contains the activities. These correlate with NEFE workbooks.


NEFE (National Endowment for Financial Education, 2001. For free workbooks and teacher resources, contact NEFE at National Endowment for Financial Education High School Department 5299 DTC Boulevard, Suite 1300 Greenwood Village, CO 80111 (303) 224-3511

Created: 04/05/2004
Updated: 02/05/2018