Texas Education Agency (TEA)
Financial Planning in Business
It's all about the Benjamins! Scholars conduct research about a franchise to determine how much money they need for a startup business and create a PowerPoint to share what they found. Also, they design an informative brochure to show...
Curated OER
Financial Statements For A Proprietorship
Young scholars are introduced to how to successfully set up a propietorship. Individually, they complete a pre- and post-quiz to determine how much they know about the material. To end the lesson, they practice reading a financial...
Federal Reserve Bank
Cash the Check and Track the Dough
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your students to become financially independent and savvy adults, and explore all the intricacies of owning a bank...
Federal Reserve Bank
Banking on Debit Cards
What are the advantages and disadvantages of using a credit card versus a debit card? What are the costs of using a debit card irresponsibly? Here you'll find a lesson on key concepts that every learner should know regarding personal...
Federal Reserve Bank
Lesson 3: A Fresh Start
The members of your economics class may be busy earning graduation credits, but the credit they should be concerned about is their financial credit. The third instructional activity in a unit about Hurricane Katrina and other events that...
National Energy Education Development Project
Great Energy Debate
If someone yelled for eight years and eight months, they could produce enough energy to heat one cup of coffee. A lesson on energy encourages scholars to research 10 different energy sources in groups before playing a game. Twenty...
Curated OER
Accounting Monopoly
Students use Monopoly to review the accounting cycle. They create their own transactions while playing Monopoly. Students produce the financial statements that will match the transactions of the game.
Visa
Kindness Counts: Understanding Charitable Giving
Financial literacy is generally focused on personal spending and saving, but consider an opportunity to talk to your pupils about how charitable giving can also factor into money management and how it can enhance life for both oneself...
Curated OER
Levies don't pass...and schools cut costs
Students collect financial statements from the district and study how money is spent now. They interview the superintendent, school board members and/or the district's financial officer.
Curated OER
Cutting athletics = cutting scholarship chances
Students collect financial statements from the district and find out what, if anything,is cut from athletics. Students investigate how many hope to use athletic scholarships next fall. Students interview students, their parents and...
Curated OER
Managing Your Finances
Students practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This activity is intended for students acquiring English.
Curated OER
Financial Literacy - Financial Institutions
Learners discuss money management, financial institutions, services offered by the various financial institutions, advantages and disadvantages of each type of institution.
Federal Reserve Bank
Cash Flow and Balance Sheets
What is your car worth? How much do you owe? Individuals create their personal cash flow and balance sheets. They learn the difference between an asset and liability using their personal information to complete the activity.
Curated OER
Budget Finances
Young scholars role play the role of a recent graduate of high school living on their own. Using play money, they are given one month's salary and they discover they own their own house or apartment and owe money on a car loan. They...
Federal Reserve Bank
Credit Cards - A Package Deal
Arm your learners with the information they will need to make smart decisions regarding credit cards and personal savings.
Federal Reserve Bank
Expense Tracking
Where does all your money go? Individuals keep a record of the money they spend over the course of 30 days. They then categorize where they are spending their money and write an essay detailing their findings.
Visa
Nothing But Net: Understanding Your Take Home Pay
Introduce your young adults to the important understanding that the money they receive from their paychecks is a net amount as a result of deductions from taxes. Other topics covered include federal, state, Medicare and social security...
Curated OER
Jesse's Big Change
Students explain assets, liabilities and expenses. They record information on income statements and balance sheets and brainstorm opportunities to make money work for them.
Curated OER
A Budget Can Help Young People Cut Their Spending
High schoolers explore the concept of budgeting. In this budgeting lesson, students read an article about how a budget helps young adults keep track of their spending. High schoolers discuss financial issues that young adults have to...
Practical Money Skills
Understanding Credit
Help your young consumers learn about credit and the importance of credit history. With a thorough lesson plan about the ins and outs of credit, as well as the potential pitfalls of having a line of credit, kids will be well-equipped to...
Curated OER
Saving Private Pensions
Young scholars consider the importance of financial security after retirement, examine current problems with pension plans in the private sector, research different retirement options, and create a "How it Works" poster.
Federal Reserve Bank
Retirement Planning
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age.
Council for Economic Education
Understanding a Balance Sheet
Read any financial website or book, and it is bound to discuss the words asset and liability. But what do these words actually mean to the class? The resource effectively explains by using multiple formats and techniques, including...
Curated OER
PowerPoint Project for Creating a New Business
Students create a mock new business for which they design a PowerPoint presentation. They include company information, financial statements, graphs, advertising and management promotion pages in the final presentation.