Investing & Future Planning Workbook | KS4–KS5 | 100 Pages

Introduce students to the fundamentals of investing, financial planning and long-term decision-making with this 100-page financial literacy workbook for KS4–KS5.

Students explore compound growth, inflation, risk and return, diversification, financial goals and the impact of different assumptions on future outcomes.

Key Skills

• Calculating compound growth and future value
• Understanding inflation and purchasing power
• Comparing risk, return and uncertainty
• Exploring diversification and investment choices
• Evaluating short-term and long-term financial goals
• Interpreting financial charts and data tables
• Justifying decisions using numerical evidence

What’s Included

• 100 printable A4 pages
• 86 student activity pages
• Worked examples and financial scenarios
• Graphs, tables and decision-making exercises
• Teacher notes and answer key

Suitable For: KS4–KS5 Maths, Financial Education, PSHE and Business Studies.

All financial models are educational examples using hypothetical assumptions. Investment returns are not guaranteed, and this resource does not provide personal financial advice.