Learning Goals
Students will be able to compare savings options such as bank savings accounts, high-yield savings accounts, certificates of deposit, and money market funds to determine which best fits a specific financial goal and timeline.
Students will be able to calculate the exponential growth benefits of starting early to invest with continuous contributions using the Rule of 72 and simple compound growth examples.
Students will be able to develop short-, intermediate-, and long-term saving and investing strategies for emergency funds, down payments, and retirement goals.
Products
Bilingual Savings and Investing Research Brief with Rule of 72 Calculations
Each student creates a bilingual research brief that uses firsthand and case-based evidence to explain a savings or investing decision for a specific teen or family scenario. The brief includes account comparisons, a Rule of 72 calculation, and a recommendation tied to goal timeline and risk.
Community Financial Planning Pitch Deck and Prototype Guide for Houston Families
Teams create a shared problem statement and a higher-fidelity bilingual prototype guide for authentic stakeholders, showing how their solution responds to user needs, savings goals, and investment tradeoffs. The final pitch must clearly connect individual research findings to the team’s recommended plan and testing results.
No rubric has been generated yet.