INTERACTIVE DIGITAL TOOLKIT

Financial Literacy for Kids Toolkit

An age-friendly learning journey covering saving, stocks, bonds, mutual funds, goals, and responsible money habits.

INTERACTIVE DIGITAL TOOLKIT

Financial Literacy for Kids Toolkit

An age-friendly learning journey covering saving, stocks, bonds, mutual funds, goals, and responsible money habits.

Step 1 of 6

Your details

Full name Email address City Phone number

Step 2 of 6

Young investor profile

Child or learner nameAgeWhat would you like to buy or save for, and why?

Saving goal amountCurrent savings

Step 3 of 6

Money and investing quiz

Investing is most like...A stock represents...A bond is most similar to...A mutual fund is...Compound interest grows more when money...

Step 4 of 6

Ideas and choices

Which company would you like to own a small share of, and why?If you lent money to a friend, what would you expect them to do in return?Why can teamwork be useful when investing?Which investment sounds most interesting?

Step 5 of 6

Goal and reflection

What steps will help you reach your saving goal?When you imagine prices going up and down, how does it make you feel?Money grows over time like a tree. Which investment would you leave to grow the longest, and why?Describe one good money decision you made.Describe a mistake or challenge and what you learned from it.

Step 6 of 6