Meeting Financial Goals—Rate of Return

Students are shown the two ways that investments can earn a return and then calculate the annual rate of return, the real rate of return, and the expected rate of return on various assets.

•  Lesson (pdf)

•  PowerPoint slides (pptx)

The Making Personal Finance Decisions curriculum teaches valuable personal finance lessons grounded in economic theory. The curriculum is divided into 10 themed units, with each unit containing two lessons. The twenty individual lessons employ a variety of teaching strategies designed to engage students in the learning process and equip them with the knowledge and skills necessary to make informed personal finance decisions. Meeting Financial Goals—Rate of Return is lesson 2B of Unit Two: Planning and Tracking.


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