Lesson Plan
Curated OER

How to Achieve Your Financial Goals

For Teachers 2nd - 5th
Students explore economics by creating a budget. In this financial goal setting lesson, students investigate their use of time by completing a worksheet. Students identify financial goals they would like to achieve in the next several...
Lesson Plan
Curated OER

Marriage and Financial Goals, Budgeting Strategies

For Teachers 7th - 9th
There is no more useful life skill to learn than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of...
Lesson Plan
California Department of Education

College: Plan Well and Pay Less

For Teachers 11th Standards
They say you gotta pay to play, and postsecondary education is no exception! High schoolers learn how to research and analyze the cost of postsecondary education as well as the different ways to pay for schooling. Learners then work...
Unit Plan
We are Teachers

What Goes Up Must Come Down

For Teachers 9th - 12th Standards
From understanding stock market performance and return on investment to identifying the costs and benefits of credit and avoiding debt problems, this is an absolute must-have resource for financial planning and literacy.
Lesson Plan
Visa

The Tools to Build Your Financial Dream

For Teachers 9th - 12th Standards
When it comes to all the ways money management and financial responsibility weave into our daily lives as adults, make sure students are prepared to locate resources for managing their finances, such as a financial advisor. 
Lesson Plan
Visa

Smooth Sailing: Exploring Insurance and Estate Planning

For Teachers 9th - 12th Standards
While purchasing insurance and estate planning may seem like a rather irrelevant topic for high school young scholars, introducing this concept now can help your learners develop a solid foundation of financial literacy that...
Lesson Plan
Visa

Money Matters: Why It Pays to Be Financially Responsible

For Teachers 9th - 12th Standards
What does it mean to be financially responsible? Pupils begin to develop the building blocks of strong financial decision making by reviewing how their past purchases are examples of cost comparing, cost-benefit analysis, and budgeting.
Lesson Plan
Texas Education Agency (TEA)

Financial Planning in Business

For Teachers 9th - 11th
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...
Lesson Plan
Curated OER

Preparing a Business Plan to "Be Your Own Boss"

For Teachers 10th - 12th
Do your scholars strive to work for themselves some day? Help young entrepreneurs  create a business plan for an original idea and present it to a "board of directors." They complete online research (some links provided) and put...
Lesson Plan
California Department of Education

Due Dates, Deadlines, and Decisions

For Teachers 11th Standards
Get high schoolers thinking about their post-secondary plans with a lesson plan that teaches them how to navigate the application and financial aid process. They create a junior/senior calendar identifying time-sensitive tasks,...
Lesson Plan
Curated OER

Why We Save

For Teachers 2nd - 8th
Students discover how to save money. In this financial planning lesson, students read the story Spend or Save? and discuss ways to save money. Students choose a character from the story and write about a financial decision they had to make.
Unit Plan
1
1
Missouri Comprehensive Guidance Programs

Step-by-Step: College Awareness and Planning

For Teachers 9th - 12th Standards
Encourage your group of learners to consider their academic and personal goals for the future with this great series of academic counseling activities.  
Lesson Plan
California Department of Education

Choosing My Lifestyle

For Teachers 10th Standards
How much does it cost to live the life your dream life? Scholars explore the pitfalls of personal finance through planning, discussion, and research. The first instructional activity in a five-part series tasks individuals with...
Lesson Plan
1
1
PwC Financial Literacy

Income and Careers: Career Exploration

For Teachers 3rd - 5th
Elementary schoolers take part in a virtual career day and are exposed to various career opportunities in the finance, education, and medical fields. By accessing a video you can download from the PwC Financial website, learners...
Handout
1
1
Vermont Student Assistance Corporation

College Admissions Toolkit: College Planning Tools and Resources

For Students 10th - 12th
Everything scholars need to know about the college search process is included in a 15-page College Admissions Toolkit. Scholars begin their search by considering the type of post-secondary program they want, what they want to learn, and...
Lesson Plan
National Wildlife Federation

Master P in the House: An All School Energy and Climate Change Plan

For Teachers 5th - 8th Standards
A person in the US uses 20 times more energy than a person in India—that's a drastic difference! The final lesson in the 12-part series goes back to the initial energy audits, analyzes which room showed the most conservation of energy,...
Lesson Plan
Visa

Make It Happen: Saving for a Rainy Day

For Teachers 9th - 12th Standards
Every little penny counts, especially when it comes to saving for emergencies or long-term goals. Pupils evaluate different saving and investment strategies, such as a CD or money market account, through worksheets and by...
Lesson Plan
Curated OER

The Money Circle

For Teachers 9th - 12th
Students investigate the Federal Reserve System.  In this Mathematics/Economics lesson, students explore the role of the Federal Reserve in promoting a stable economic environment.  In this multi-lesson unit of study, students...
Lesson Plan
Curated OER

The Industrial Age in America: Robber Barons and Captains of Industry

For Teachers 6th - 8th
Students define terms "robber baron" and "captain of industry," list positive and negative actions of one or more captains of industry/robber barons, and take and support stand as to whether particular financier/industrialist is or is...
Lesson Plan
Curated OER

Managing Your Finances

For Teachers 9th - 12th
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 lesson is intended for students acquiring English.
Lesson Plan
Visa

In Trouble

For Teachers 7th - 12th Standards
What are some of the financial risks associated with using credit? Pupils learn the warning signs of incurring financial hardship, and through PowerPoint presentations, worksheets, and discussion, discover the...
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...
Lesson Plan
Curated OER

Do I Need Insurance?

For Teachers 9th - 12th
Explore the different types, costs, and coverage of insurance. High schoolers compare their family's health care to their income, compare the cost of health insurance to their expected future income, and make a choice about what type of...
Unit Plan
Radford University

Budgeting Your Time and Money

For Teachers 9th - 12th
Use mathematics to better manage money. Pupils learn about budgets and personal finance with a set of three lessons. They research salary data for their chosen careers, look up various costs of living to develop budgets, and plan an...

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