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Assessment
Illustrative Mathematics

Bank Account Balance

For Students 9th - 12th Standards
Represent the ups and downs of a bank account. The two-part task points out that some types of graphs may better show discrete functions than others. Pupils analyze a graph on how well it represents the situation. They develop their own...
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Lesson Plan
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Federal Reserve Bank

Banking on Debit Cards

For Teachers 10th - 12th Standards
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...
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Lesson Plan
Texas Education Agency (TEA)

Piggy Bank vs. Bank – Choosing and Maintaining Your Account

For Teachers 7th - 8th
Cha-ching! Using the practical resource, scholars investigate the different types of bank accounts and banking services available. Pupils view a PowerPoint, practice writing checks, and complete a checking account research project.
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Unit Plan
North Carolina Department of Public Instruction

What Is A Bank?

For Teachers 6th - 9th
You're never too young to learn about banking and personal finance. Use a set of seven banking lessons to teach middle schoolers about checking and savings accounts, interest rates, loans and credit cards, and safety deposit boxes.
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Unit Plan
Wells Fargo

Hands on Banking

For Teachers 4th - 8th Standards
Cha-ching! You just hit the jackpot with this interactive consumer math unit. Supported by a series of online lessons and activities, these lessons engage students in applying their math skills to real-life personal finance problems...
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Lesson Plan
Council for Economic Education

Using an Excel Checkbook

For Teachers 9th - 12th Standards
High school is the time that many scholars get their first jobs. Help young entrepreneurs apply economic principles to crucial skills for their new jobs and for functioning in society in general. They use Excel to balance a checkbook by...
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Lesson Plan
Council for Economic Education

Banks and Credit Unions (Part 1)

For Teachers 9th - 12th Standards
Imagine you have money you want to save ... where do you put it?  Pupils investigate the similarities and differences of banks and credit unions as they determine where exactly to place their hard-earned money. Through a WebQuest, they...
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Lesson Plan
Curated OER

Take It To the Bank

For Teachers 3rd - 4th
Examine how the economics of a school store relate to real world economics. Elementary students explore various websites, complete a Venn diagram, create a schedule of wages for the students, read the book "A Chair For My Mother" and...
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Lesson Plan
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Federal Reserve Bank

Cash the Check and Track the Dough

For Teachers 9th - 12th Standards
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...
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Worksheet
Curated OER

Checking Account - Reading Comprehension

For Students 4th - 6th
In this reading comprehension instructional activity, students will read a passage about opening a bank account and then determine the answer to five comprehension questions. In addition students will then evaluate the scenario...
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Lesson Plan
Curated OER

Banking on Family

For Teachers 6th - 8th
Students examine the meaning of a trust bank account. In this financial awareness lesson, students brainstorm ways they are trustworthy to their family and define the meaning of a trust bank account.
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Lesson Plan
Visa

Banking Services

For Teachers 7th - 10th Standards
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions. 
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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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Lesson Plan
Curated OER

Opening your first bank account

For Teachers 9th - 12th
High schoolers investigate opening a bank account.  In this secondary Consumer Mathematics activity, students  read A Guide to Your First Bank Account and take a short quiz on the information.
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Lesson Plan
Visa

Bank or Bust: Selecting a Banking Partner

For Teachers 9th - 12th Standards
Why shouldn't we just save all our money in our mattress? Couldn't our money disappear? Pupils discover the benefits of utilizing banks and credit unions for saving money, as well as how to evaluate different types of institutions by...
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Lesson Plan
Curated OER

Banking Account Options

For Teachers 9th - 12th
Students explore and discuss the various account options available to them at the bank. They create a paragraph stating the pros and cons of each kind of banking account. This lesson plan is intended for students acquiring English.
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Lesson Plan
Curated OER

A Lesson To Accompany "The First Bank of the United States: A Chapter in the History of Central Banking"

For Teachers 9th - 12th
Here is an interesting topic. Learners examine the economics that led to the founding of the First Bank of America. They participate in a reader's theater experience depicting the debate between Alexander Hamilton and Thomas Jefferson...
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Worksheet
Curated OER

Advanced Crossword Puzzle - Banking

For Students 5th - 8th
In this banking crossword puzzle instructional activity, students use the 10 clues to fill in the blanks in the crossword puzzle with the appropriate answers.
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Assessment
Curated OER

The Bank Account

For Students 10th - 11th Standards
Your algebra learners become bankers for a day as they explore compounding interest and the formula used to calculate the balance in a savings account. Questions guide the learners as they analyze the formula's parts and their connection...
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Lesson Plan
Curated OER

Buying New Stuff

For Teachers 7th - 12th
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson would be of great value to your students. Things like bank checking account fees,...
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Lesson Plan
Curated OER

Savings Account, Bill Paying, and Money Order Skills

For Teachers 10th - 12th
What do you do after you get a paycheck? Help your mildly disabled learners how to bank wisely with a guided-skills activity. They practice cashing checks, withdrawing money, paying bills, and procuring money orders. The entire learning...
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Lesson Plan
Curated OER

Show Me The Money!

For Teachers Higher Ed
Students select which bank would best meet their needs. In this lesson plan on personal banking, students write a summary stating which bank and bank accounts best suit their own needs.
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Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial literacy...
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Lesson Plan
Curated OER

Opening A Bank Account

For Teachers 9th - 12th
High schoolers identify the different types of accounts offered by local banks. Students review and define appropriate banking terms when opening an account. Working in pairs, high schoolers role play the proper way to open an account....

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