Learning Goals
Students will be able to analyze compound interest and present value for a chosen purchase to determine the principal needed to reach a target amount.
Students will be able to compare two credit union investment options by calculating expected outcomes and probabilities to judge which strategy is the stronger path to their goal.
Students will be able to justify a final investment recommendation with evidence from sample data, calculations, and peer critique to explain why the chosen method fits their purchase goal.
Products
Personal Investment Investigation Notebook
A research notebook in which each student records their chosen purchase, method choices, raw calculations, option comparisons, and a written conclusion about the principal needed. It should show the student’s own evidence trail, including notes from the credit union sample data and revisions after critique.
Money Moves Investment Pitch Deck and Gallery Walk Presentation
A team presentation that synthesizes members’ individual investigations into one evidence-based recommendation for the best investment path to a chosen goal item. The deck must compare both credit union options, show calculations and visualizations, name limitations, and prepare the group to answer questions at the gallery walk.
No rubric has been generated yet.