Lesson Plan: Investment portfolio

Date: April 1st 2017

Subject: Math Foundations Grade: 12
Topic: Essential Question (from unit, if applicable):
-How would we use Financial decision making and how do those decisions shape our lives

Materials: Teacher notes (that have example questions

Stage 1- Desired Results you may use student friendly language

What do they need to understand, know, and/or able to do?
-Compound interest, Interest over time, Future and Present Interest (First 4 lessons)
-The ability to connect all concepts of interest so far

Outcome(s):

FM30.1
Demonstrate understanding of financial decision making including analysis of: renting, leasing, buying, credit, compound interest, investment portfolios.

PGP Goals:
3.2 the ability to use a wide variety of responsive instructional strategies and methodologies to accommodate learning
styles of individual learners and support their growth as social, intellectual, physical, and spiritual beings.

Stage 2- Assessment

Assessment FOR Learning (formative) Assess the students during the learning to help determine next steps.
-Questions through-out the lesson as well as example question at the end of the lesson.
Assessment OF Learning (summative) Assess the students after learning to evaluate what they have learned.
-Exit Slip at the end of this lesson as well as the midterm project will show understanding

Stage 3- Procedures:

Motivational/Anticipatory Set (introducing topic while engaging the students)

The topic introduction will be a question of each type of interest learned so far on the board. The students will then be
asked to complete the questions. Once done I will connect this to a portfolio question that requires the exact same math
to complete to connect the ideas

Main Procedures/Strategies:

The procedure will be examples of different portfolios that not only show connection of the concepts but also show
diverse culture with finance. 3-4 examples (shown at the end of this lesson plan) will be presented and then an example
will be asked where the students must create their own portfolio, which will give them a short practice run of the
midterm assignment.

Closing of lesson:

I will introduce the midterm unit project so the students understand what we will be doing next class. I will then give
them an exit slip to check for understanding.

Personal Reflection:

*Adapted from Understanding by Design (McTighe and Wiggins, 1998)