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Simple vs. Compound Interest Investment Project

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Grade Levels
8th - 11th
Standards
Formats Included
  • PDF
Pages
20 pages
$10.00
$10.00
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Description

Bring some real world experience to your classroom with this project that turns your students into investment advisors working for clients to reach a 10 year financial goal. Students must choose from a selection of simple and compound investments to develop a sequence of investments that will maximize client growth or return on investment.

I award bonus points for students who can not only meet the client's goal but also earn 51% growth or higher.

I detail the lesson plan in my video but here is a summary of the project plan:

1. Students may work in small groups or individually
2. Using Google Classroom and the google suit of products really helps with student feedback
3. I allow 4 weeks to complete giving students one work day per week in class (usually every Friday)
4. I highly recommend using the "investigating the investments" activity at the beginning as a whole class activity before allowing time to work on the project as it will help to answer many of the most common questions students tend to ask.
5. Let me know if you would like me to email the spreadsheet I use in scoring projects as I could not attach it here.

This is a wonderful project based assessment of your students' skills and knowledge of Linear vs. Exponential Growth standards.
Total Pages
20 pages
Answer Key
N/A
Teaching Duration
1 month
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Standards

to see state-specific standards (only available in the US).
Distinguish between situations that can be modeled with linear functions and with exponential functions.
Prove that linear functions grow by equal differences over equal intervals, and that exponential functions grow by equal factors over equal intervals.
Recognize situations in which one quantity changes at a constant rate per unit interval relative to another.
Recognize situations in which a quantity grows or decays by a constant percent rate per unit interval relative to another.
Construct linear and exponential functions, including arithmetic and geometric sequences, given a graph, a description of a relationship, or two input-output pairs (include reading these from a table).

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