Module 8: Investing - where do I start?

Learning Outcomes

Students should be able to:

  • describe the role saving plays in achieving financial independence
  • make informed savings decisions based on their goals
  • identify incentives and barriers to personal saving
  • recognise the principles for achieving financial independence
  • recognise changing life cycle savings and investment opportunities
  • understand the need to diversify investment choices
  • recognise the range of investment options
  • describe the process involved in preparing a personal investment strategy and the assistance available to achieve investment goals.

Enduring Understandings

  • Achieving financial independence requires a savings commitment and an understanding of the principles of investment.
  • Savings is a long-term, lifetime habit.
  • Successful investing requires a plan, based on knowledge.
  • Security lies in diversifying investment choices.

Power Words

ASX
Bonds
Broker
Budget
Capital growth
Commercial property
Commodity
Compound interest
Debt
Deficit
Diversify
Dividend
Domestic shares
Equities market
Financial planner
Hedging
Income
Interest
International shares
Investment
Investment strategy
Investor
Offshore
Opportunity cost
Portfolio
Property trust
Residential property
Returns
Risk
Risk profile
Savings
Security
Shares
Speculation
Stockbroker
Strategy
Superannuation
Surplus
Term deposit
Trust fund
Unit price
Volatility

Download Module 8

Select the topics you want and click 'Download' at the bottom of the list. Everything is separated into individual PDF files so you can print, email or distribute as much or as little as you need.

All topics
Module Overview & Curriculum Mapping
Attitudes to saving
Why save?
Setting savings goals – the power of time and commitment
A personal investment approach
Developing investment strategies
Understanding investments
Planning to invest
Learning from the professionals
Putting it all together
Making saving and investment choices
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