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1 Hour+
Personal Finance

Risk and Return

OVERVIEW

In this lesson, students are introduced to the the concept of financial risk—the possibility of a monetary loss—students explore different traits that impact the amount of risk an investor might be willing to take. Students work to analyze case studies and identify the risk factors. Students participate in a role-play presentation that explains changes to their client’s investment portfolio based on their client’s goals, risk tolerance and time horizon.

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