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...
Lesson Plan
Curated OER

Accounting - Analyzing Transactions to Debit/Credit Parts

For Teachers 9th - 12th
Students are introduced to how transactions are analyzed with debits and credits. In groups, they complete a T-chart in which the account increases with credits and decreases with debits. To end the lesson, they analyze the various...
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 instructional activity would be of great value to your students. Things like bank checking...
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

Accounting - Debits and Credits (Senior, other) the accounting equation as:

For Teachers 12th
Twelfth graders explore accounting debits and credits through accounting equations.
Lesson Plan
Curated OER

Lesson 2: Savings Accounts and U.S. Savings Bonds

For Teachers 9th - 12th
Students explore the importance of savings accounts and U.S. Savings Bonds. They study the concept of simple interest through a math activity.
Worksheet
Curated OER

Checking Account

For Students 2nd - 4th
In this withdrawing money from a checking account worksheet, learners listen as the teacher reads a passage on why Mr. Nguyen is withdrawing $50 from his checking account.
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.
Assessment
Bowland

Cats and Kittens

For Students 6th - 8th
Can a cat have 2,000 descendants in 18 months? To determine if this claim is realistic, individuals must take different pieces of information into account when justifying their responses.
Assessment
Bowland

Fish Dish

For Teachers 6th - 8th
Minimize the time it takes to create a fish dish. Scholars use their knowledge of time to devise an order that accounts for different constraints. Considering jobs that can be done in parallel is essential to solving the problem.
Assessment
Bowland

Fruit Pies

For Teachers 6th - 9th
Scholars use formulas for the area of a circle and the area of a rectangle to determine the number of pies a baker can make from a particular area of dough. They must also take into account rolling the remaining dough into a new sheet.
Lesson Plan
Visa

Nothing But Net: Understanding Your Take Home Pay

For Teachers 9th - 12th Standards
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...
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...
Lesson Plan
PricewaterhouseCoopers

Saving and Investing: Building Wealth for Financially-Secure Futures

For Teachers 9th - 12th
While spending is fun, saving for a retirement is the future. Young adults learn about the importance of saving and different opportunities to do so during their adulthood. 
Lesson Plan
PwC Financial Literacy

Planning and Money Management: Spending and Saving

For Teachers 6th - 8th
Financial literacy is such an important, and often-overlooked, skill to teach our young people. Here is a terrific lesson which has pupils explore how to come up with a personal budget. They consider income, saving, taxes, and their...
Lesson Plan
PricewaterhouseCoopers

Planning and Money Management: Financial Plan

For Teachers 9th - 12th
More planning goes into a budget than a high schooler thinks. Here, they learn about the expected expenses and incomes, along with outside factors such as natural disasters. Learners prepare their own budget and adjust it based on...
Lesson Plan
Curated OER

Bright Ideas for Bringing up Smart Savers

For Teachers 9th - 12th
Students explore the concept of saving money. In this saving money lesson, students read an article about saving money. Students discuss ways to save money and what makes it difficult to save money. Students compare prices of products.
Lesson Plan
Curated OER

Short-Term and Long-Term Savings Goals

For Teachers 5th
Fifth graders discover how saving money can apply to their lives. In this personal finance instructional activity, 5th graders use the book The Leaves in October, as a conversation starter on income, savings and setting goals. Students...
Lesson Plan
Mathematics Assessment Project

Modeling: Making Matchsticks

For Teachers 8th Standards
Math: The only subject where the solution to a problem is seven million matches. Young scholars first complete an assessment task estimating the number of matches they can make from a tree of given dimensions. They then evaluate provided...
Worksheet
Curated OER

Family Activity: Adding and Subtracting Decimals

For Students 5th - 6th
In this math worksheet, students work at home with a family member to add and subtract decimals in a sample check register. Students add deposits, subtract withdrawals and determine the balance of the account.
Lesson Plan
Curated OER

Calculating Interest

For Teachers 5th - 7th
Young scholars solve interest problems for bank accounts and loans to gain real life experience. They also review newspapers and find a car they wish to purchase then are given a rate and time of loan.
Lesson Plan
Curated OER

Savings and Earnings

For Teachers 5th
Fifth graders complete several activities to learn about earning, budgeting, and saving money. In this saving money lesson, 5th graders read a book about saving money and complete a 'Savings and Earnings' worksheet. Students work in...
Worksheet
Mt. San Antonio Collage

Quadratic Equations and Their Applications

For Students 9th - 12th Standards
Show high schoolers there is more to quadratic functions than just formulas and parabolas. Connect the math to realistic application problems with a resource that has learners consider such situations as a ball hit in the air, the...
Assessment
CCSS Math Activities

Smarter Balanced Sample Items: 7th Grade Math – Claim 2

For Teachers 7th Standards
To solve or not to solve that is the problem. A slide presentation of 17 items show different ways that Smarter Balanced assesses Claim 2, problem solving. The items span from sixth and seventh grade concepts to highlight the...