Practical Money Skills
Using Banking Services
Using a bank is a privilege and a responsibility for young consumers. Teach them the important terms and details about creating accounts, using an ATM, and maintaining a credit card.
Curated OER
Banking
Students correctly write a check and fill out a bank deposit slip. They understand the concept of balancing a checkbook by balancing a bank statement with a check register. Students play with the stock market to understand it a little...
Curated OER
Banking
Students examine how a checking account enables them to record spending and keep a budget in balance. They discover how to write a check and fill out a bank deposit slip, and then how to balance a bank statement with a check register.
Federal Reserve Bank
Lesson 2: In the Aftermath
Don't wait for a crisis to get your finances together. An economics lesson demonstrates the importance of understanding crucial documents, banking basics, and financial tools with the focus on Hurricane Katrina in 2005 and its effects.
Curated OER
Unit 4: Money Management - Using Bank Services
Young scholars explore information about banking and banking services. They practice filling out deposits and withdrawal slips, transferring money and discover how money is transferred when making purchases. Students identify types of...
Wells Fargo
Hands on Banking
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...
Curated OER
Savings Account, Bill Paying, and Money Order Skills
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...
Illustrative Mathematics
Bank Account Balance
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...
Federal Reserve Bank
A Penny Saved
Budgeting, net vs. gross pay, savings, and fees are all key elements of personal financing and essential for your class members to learn about as young adults.
Council for Economic Education
You Can BANK On This! (Part 1)
Students investigate the concepts of money management and banking through Internet activities. In this economics lesson plan, students discuss the characteristics of money and how people once bartered with goods instead of paying with...
Curated OER
Checking Account
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.
Curated OER
Checks and Balances
Students examine how bank checks work and follow the "journey" of a written check. They discuss how transactional accounts work, identify and discuss the various parts of a check, and participate in a simulated business transaction...
Curated OER
Managing Your Finances
Learners 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.
Curated OER
Business: Making a Budget
Pupils plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
Curated OER
Money, Commercial Banking, and Interest
Stdents explore the operation of the commercial banking system and the mechanics of money creation through the lending process. They investigate various interest rates to develop the relationship between interest rates and risk and...
Curated OER
Checkbook Math
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
Curated OER
How Banks Create Money
Learners participate in a simulation game to discover the role of banks in creating checkbook money through lending practices. They play a lending and borrowing game and use a money multipiler equation to solve problems associated with...
Curated OER
Check It Out
Pupils discuss the many processes involved with personal banking. They create their own budget based on their career choices. They also practice balancing a checkbook.
Curated OER
Accounting Monopoly
Young scholars 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.
Curated OER
Opening A Bank Account
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....
Curated OER
Banking Account Options
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 activity is intended for students acquiring English.
Curated OER
FINANCE AND RESPONSIBLE LENDING.
Students study the role of banks, lending and their services. In this analysis instructional activity, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.
Curated OER
Checking Account- Read Aloud Activity
In this ESL read aloud worksheet, students read a short text about a man and his daily routine and the ways he pays for different goods and services. There are no questions to answer here.
Council for Economic Education
You Can Bank On This! (Part 3)
Young scholars use a chart to show how gaining interest is a beneficial part of having a savings account. In this banking lesson plan, learners also learn about the workings of an ATM and a checking account.