Investing - Establish Investment Goals
Completion requirements
UNIT 4
GOALS

Do you want to buy a house? A fancy sports car? Travel the world? Be debt free when you graduate University? Buy a place on the beach?
The following questions will help you establish investment goals for yourself.
The following questions will help you establish investment goals for yourself.
- What will you use the money for?
- How much money do you need to satisfy your investment goals?
- How will you obtain the money?
- How long will it take to obtain the money?
- How much risk are you willing to assume in an investment program?
- What possible economic or personal conditions could alter your investment goals?
- Considering your economic circumstances, are your investment goals reasonable?
- Are you willing to make the sacrifices necessary to ensure that you meet your investment goals?
- What will the consequences be if you don't reach you investment goals?
NOTES: UNIT 4, InvestingWhat is an Investment Goal you could work towards?What might keep you from investing? How could you save enough money to start investing? Why might you want a financial advisor? Add your response to the Unit 4 Notes document saved in your notebook folder. |
DEEP DIVE REFLECTION |
Once you have completed your notes , reflect and discuss your responses with peers, family members, &/or educators. *These reflections allow you to generate discussions with others, sharing opinions , thoughts, and experiences. This will be helpful when completing course assignments. |