Intro to Investing: Alabama Standards Alignment

Here's how Intro to Investing aligns with curriculum standards in Alabama. Use the filters to change the location, set of standards, and grade level.

Saving

22: Research and report on the benefits of savings.

Standards

Defined by Alabama Course of Study: Finance 9th-12th Grades and align with Intro to Investing

a: Distinguish between saving and investing, considering the characteristics of various methods of saving. Examples: savings account, money markets, certificates of deposit, IRAs, retirement accounts

Investing

24: Identify types of investments appropriate for different objectives. Examples: short term vs. long term goals, liquidity, risks vs. reward

Standards

Defined by Alabama Course of Study: Finance 9th-12th Grades and align with Intro to Investing

a: Describe factors that affect the rate of return on investments.

c: Compare the advantages of taxable, tax‑deferred, and tax‑advantaged investments, including Roth IRAs and employer‑sponsored retirement options, and determine which are most beneficial for new savers.

d: Describe steps that will maximize long‑term investment returns and explain the advantages of each. Examples: begin investing at an early age, diversify investments, take advantage of employer matching programs

25: Evaluate types of investments to determine how they meet the objectives of a personal financial plan.

Standards

Defined by Alabama Course of Study: Finance 9th-12th Grades and align with Intro to Investing

b: Research and report on investment options, considering risks and returns and the reasons for diversification. Examples: stocks, bonds, Treasury bills, mutual funds, index funds, certificates of deposit, money market accounts