Investing WORKSHEET 3

Investing Worksheet 3: Personalising your investing goals and risk profile

Help students connect investing to their own goals, personality, and future choices with this reflective worksheet from the Investing book in the Marshmallow Money series.

This third worksheet encourages learners to explore their personal investing style, long-term goals, comfort with risk, and emotional decision-making. Through guided reflection and behavioural finance activities, students begin to understand that investing is not just about money—it’s also about mindset, patience, and future planning.

Students will explore:

• Personal financial goals and time horizons
• The difference between ability and willingness to take risk
• Risk tolerance and emotional responses to market changes
• The concept of human capital and investing in skills or education
• How investing decisions may change over different life stages
• Why long-term behaviour often matters more than short-term reactions

Includes:

• Student self-reflection and behavioural finance activities
• Teacher guidance focused on reasoning and self-awareness
• Ideal for classroom learning, economics, business, financial literacy, career education, or homeschool use

Designed to be used alongside Investing from the Marshmallow Money book series.

Format: Digital PDF download