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




















