The Importance of Saving and Investing


BizWiz teaches children in grades 5-8 the basics of money management and investing. During the course of this interdisciplinary program, students learn about different types of investment vehicles (stocks, bonds, CDs, venture capital, real estate, and collectibles) and create an investment portfolio.

While working as an investment team of six, students collaborate in order to set a financial goal, develop an investment strategy and trading plan, create a diversified portfolio, and track their investments. Together, teams participate in simulated trading sessions to work toward meeting their financial goals.

Throughout BizWiz, students have the opportunity to act as a leader within their groups and will learn to think critically about investing because they understand the factors that contribute to a smart financial strategy. To learn more about the benefits of BizWiz, click here.

Program at a glance


Grades 5-8




Fourteen 50-minute sessions
Total: 12-15 hours


  • Learn basic investment and finance vocabulary
  • Divide into groups and develop teamwork skills
  • Apply for jobs (Traders, Analysts, Controller, or Managing Director)
  • Set investment goals
  • Understand market concept of risk vs. return
  • Analyze various asset classes and risk tolerance
  • Invest in stock, bonds, venture capital, collectibles, real estate, and CDs
  • Interpret economic forecasts
  • Graph market trends
  • Experience simulated market fluctuation
  • Engage in trading sessions with other teams


Teacher Benefits
  • Connects academic content to the real world
  • Enhances 21st century skills: collaboration, communication, critical thinking, and creativity
  • Meangingful way to engage parents/volunteers in your classroom
  • Aligned to Common Core Standards
  • Built in student assessment
  • Easy to follow lesson plans
  • Adaptable for different grade levels and classroom settings
  • Affordable and reusable
  • Everything you need to teach comes in the kit!
Student Benefits
  • FUN and engaging!
  • Showcases their individual talents
  • Opportunity to work in teams
  • Provides options and allows students to make choices throughout the program
I like that students learned real world information (stocks, business management, finances, etc.) through a hands-on experience. Students experienced math; they didn’t just learn it.
5th grade teacher, CA

Curriculum Kit

  • Teacher Manual
  • Resource Guide
  • Investment and Insurance cards
  • BizBucks ($10, $50, and $100)
  • BizWiz Big Board Poster
  • Trading Bell
  • Resource CD
  • Assessment answer cards
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