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Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th Standards
What happens to your money between the time you make a bank deposit and the time you decide to spend it? Take middle schoolers and teens through the process of opening checking and savings accounts, creating a personal budget,...
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Activity
Conneticut Department of Education

Personal Finance Project Resource Book

For Teachers 6th - 12th
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
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Lesson Plan
California Department of Education

My Future Lifestyle

For Teachers 7th Standards
Mortgage, insurance, car payments...how much money will your learners need to support their desired lifestyle? Part three in a six-part college and career readiness lesson plan series tasks young job seekers with creating a monthly...
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Lesson Plan
Curated OER

The Hundred Penny Box

For Teachers 5th - 7th
Students analyze the advantages of regular saving and how savings grow with compounding. After reading the story "The Hundred Penny Box", students define the terms "interest," "interest rate," and "compounding." Through several...
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Lesson Plan
Curated OER

Playing with Money (From the New Zealand Point of View)

For Teachers 7th - 12th
Students explore the exchange rates for five countries. They identify the units of currency of a number of countries. Students convert money amounts accurately from New Zealand dollars to another currency. They graph currency...
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Lesson Plan
Curated OER

Playing with Money (From the Other Point of View)

For Teachers 7th - 12th
Students explore exchange rates. They identify the units of currency of a number of countries. Students convert money amounts accurately. They graph currency fluctuations and interpret graphs.
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Lesson Plan
Curated OER

Invest In Yourself

For Teachers 7th - 12th
Young scholars learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. In this financial management lesson plan, students apply their knowledge of finance components and create their own web...
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Lesson Plan
Curated OER

Recession Lesson: The Silver Lining of the Economic Downturn

For Teachers 6th - 8th
Middle schoolers discuss money and interest.  For this discussing money and interest lesson, students discuss positives of an economic recession.  Middle schoolers discuss how savings rates have increased over time and the general...
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Worksheet
Curated OER

Making Change- Working With Money

For Students 4th - 7th
In this story problem making change worksheet students read a one page description of money use by a child; then solve 6 questions based on the passage.
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Lesson Plan
Curated OER

Saving For Retirement

For Teachers 7th - 8th
Learners examine the fundamentals related to saving for retirement and investing such as return on investment, compound interest, and planning for different rates of savings. They see the importance of setting long term saving goals.
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Lesson Plan
Curated OER

The Bank of Good Habits

For Teachers 7th - 12th
Students explore investing and saving. In this investing lesson, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a quiz, and...
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Lesson Plan
Curated OER

Money Math

For Teachers 6th - 12th
Learners explore the use of money in daily life. Through activities and real-life simulations, students write and balance a checkbook, explore the importance of budgeting, saving, and expenses. Using spreadsheet technology, they examine...
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Lesson Plan
Illustrative Mathematics

Sports Equipment Set

For Teachers 6th - 8th Standards
Many learners like to play sports and the equipment that goes with it costs money. The resource sets up an inequality that gives a total amount needed to purchase the equipment and the initial amount of money already obtained. In order...
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Lesson Plan
Curated OER

Cutting Expenses

For Teachers 5th - 8th
Students explore budgeting. In this finance and math lesson, students brainstorm ways in which households could save money. Students view websites that give cost reducing ideas. Students complete an expense comparison chart and use the...
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Lesson Plan
Curated OER

Income and Expenses

For Teachers 3rd - 7th
Students discuss income and expenses. In this lesson on money, students define income and expenses, after whith they keep track of their income and expense transactions on a basic ledger.
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Lesson Planet Article
Curated OER

Money Matters - Teaching About Economics

For Teachers 4th - 7th
The right money lesson plans can teach students about economics in an engaging way.
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Activity
101 Questions

Combining Coupons

For Teachers 6th - 8th Standards
Everyone likes to save money! Use your math skills to figure out just how much you can save on a pair of sweet shoes. A vendor is running a percent off sale, with a percent off coupon, and a specific dollar amount coupon—and lets you use...
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Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Middle School

For Teachers 6th - 8th Standards
Does your bank pay you for allowing them to hold your money? Class members research three different ways they can earn money using money already in the bank. Topics include certificates of deposit, statement savings accounts, and money...
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Lesson Plan
Curated OER

A Gift for Mama

For Teachers 5th - 7th
Young scholars read a novel about savings and complete activities to define short and long term saving goals. In this income and savings lesson, students read A Gift for Mama and answer discussion questions for it. Young scholars define...
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Lesson Plan
Curated OER

How do You Stack Up? Revisited

For Teachers 5th - 8th
Students estimate the thickness of coins. In this stack up lesson, students stack pennies, nickels, dimes and quarters. They calculate and record the thickness of each coin. Students stack coins and estimate the height of the stack.
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Lesson Plan
Curated OER

Budgeting Money

For Teachers 6th - 8th
Students explore the concept of budgeting. In this budgeting lesson, students pick an occupation and develop a list of needs and wants. Students make a list of monthly expenses and budget their income to afford those expenses.
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Unit Plan
Federal Reserve Bank

It's Your Paycheck

For Teachers 6th - 12th Standards
Beyond reading and arithmetic, one of the most important skills for graduating seniors to have is fiscal literacy and responsibility. Start them on the right financial track with nine lessons that focus on a variety of important personal...
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Lesson Plan
Curated OER

From the Mixed Up Files of Mrs. Basil E. Frankweiler

For Teachers 3rd - 7th
Students listen to From the Mixed-up Files of Mrs. Basil F. Frankweiler and discuss wants and needs.  In this iincome and expenses lesson, students relate the adventures of the children in the book to a real life financial situation....
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Lesson Plan
Curated OER

The Business of Interest

For Teachers 7th - 12th
Students learn about finance and money management and use math to solve problems, communicate, and explore real life situations as they deal with banks. In this financial management lesson, students apply their math skills to real life...

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