Mocha Bay Design
Monthly Expenses
Teach your class about finances and have them fill out real or simulated expenses on this sheet. Class members fill in amounts for rent, groceries, loans, car expenses, insurance, utilities, and more in order to determine the total cost...
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Budgeting for the Future
Eighth graders determine the net amount of an income for a fictional job. They must determine their net worth minus standard deductions. Students must then determine their monthly budget including, groceries, credit, and rent.
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Financial Contracts
Prepare your class for the real world and learn the basics about credit and the principles behind using it wisely. The activity includes handouts that explain the necessary vocabulary and concepts to understanding credit. After reviewing...
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'I'm Just Totally Lost' About Finances
Explore the concept of financial planning with your class. High schoolers read an article about planning for the financial future and discuss what steps the family in the article took to be financially sound. They consider where they...
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Budgeting
Students develop a realistic budget. In this finance lesson, students discuss problems and issues related to making a budget. They focus on living within one's means.
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Building Wealth
Students explore budgeting. in this building wealth lesson, students examine ways to invest and save money. They set financial goals and determine methods to reach the goals. Students discuss managing debt, credit reports and credit...
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Create a Budget
Learners develop a budget spreadsheet to manage finances for their business. For this finance lesson, students use a spreadsheet program to create a budget with credit and debit columns. There are step-by-step directions for creating a...
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Family Finances
Young scholars examine the dynamics of family finances. In groups, they discuss the importance of a budget and create their own given a fictional amount of money. As a class, they listen to a speaker from the bank discussing the...
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Budgeting Your Financial Resources (The Mint)
Students plan and maintain balanced budgets.
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Scoring a Financial Education
Pupils explore the concept of money management. In this money management lesson, students read an article about pupils taking a finance course in high school and college. Students discuss the importance of money management. Pupils write...
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Advanced Matching - Finances
In this financial terms worksheet, students draw a line from the financial terms on the left to their matching meaning on the right. There are 15 terms and definitions to match up.
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Consumer Credit
Students investigate he concept of consumer credit by explaining the benefits of using credit. The costs of their use is discussed in the lesson and the criteria that is used in order to establish credit. They work in cooperative groups...
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Campaign Finance Reform and Public Opinion
Young scholars discuss the issue of finance reform in political campaigns. Using the internet, they identify the positives and negatives of finance reform and research the problems associated with campaign fund-raising. They share...
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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...
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"The Roadmap To Purchasing My First New Car"
Pupils examine the decision-making process of purchasing a car. They conduct Internet research, determine a monthly car payment based on loan information, e-mail various online car websites, research insurance, and determine the best car...
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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.
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Budgeting 101
Students identify various sources of income and discern between needs and wants as they also learn to create a personal budget. In this personal budget lesson plan, student understand financial scenarios as they relate to different ways...
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Retirement: Show Me the Money!
Learners explore the concept of retirement finances. For this retirement finances lesson, students discuss what it means to save, invest, risk, or the time value of money. Learners play the stock market game. Students interview a parent...
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Sources of Finance for Development
Students identify the positives and negatives of foreign aid. They explain the main functions of the World Bank and the IMF. They discuss concepts related to these in class.
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Meet the Financial Institution Representative
Students listen to a financial institution representative discuss how to open a savings account, and fill out an application for a new account. Students practice creating a savings deposit slip and determine the differences between the...
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Selling, Spending, or Saving
Pupils examine and discuss vocabulary dealing with finances. They write and develop commercials promoting savings practices and spending habits that incorporate emotional appeals.
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Reno's Dilemma
Students explain proportions as it relates to principle and interest. They use proportions to explain relationships and analyze relationships by identifying patterns.