Visa
The Art of Budgeting
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Council for Economic Education
Loan Amortization - Mortgage
When you buy a home for $100,000, you pay $100,000—right? On the list of important things for individuals to understand, the lesson presents the concept of interest rates and loan amortization using spreadsheets and online sources....
Curated OER
Chapter 18: Deficits, Surpluses, and the Public Debt
Sobering, informative, and relevant for today, this presentation is sure to fill in some of the gaps between the current financial crisis and the theories of economics. With explanatory graphs and strong discussion points, these slides...
Curated OER
The Bank of Good Habits
Students explore investing and saving. In this investing lesson plan, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a...
Curated OER
Financial News
In this financial word problems worksheet, students solve word problems involving decimals, interest, multiplication, and more. Students complete 7 problems.
Curated OER
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...
Curated OER
"Golden" Years?
The Golden Years? Upper graders may think retirement is a long way off, but in life everything is just around the corner. They consider what it means to retire and the current trend of parents working for their Students. They research...
Curated OER
How Much Will You Have When You Retire?
Learners examine how a 401(k) plan operates. They discover the implications of retiring early or late. They use the internet to research different retirement plans. Handouts are included.
PwC Financial Literacy
Income and Careers: Career Exploration
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 "shadow"...
Curated OER
Investing
Students collect data on investments and draw conclusions. In this algebra lesson, students analyze exponential graphs as they relate to money. They discuss the cause of an account balance being high or low.
Curated OER
Buy Low, Sell High
Students investigate the stock market and investing in corporate stocks by creating an investment portfolio. They develop database worksheets that track their stock's performance over a specified period of time. Students use their...
Curated OER
My Bank, My Budget, My Decisions
Young scholars create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.
Curated OER
Spend, Save, Invest or Donate
Students explore the concept of philanthropy. In this personal finance lesson, students consider economic choices and why people donate to causes. Students investigate the processes of borrowing money and investing money in the lesson as...
Curated OER
Money Smart Teens
Students plan positive goals for spending resources and understand why not to spend. In this financial planning lesson, students set up personal spending plans based on their resources and their long term plans. Students plan for...
Curated OER
FINANCE AND RESPONSIBLE LENDING.
Students study the role of banks, lending and their services. In this analysis lesson, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.
Curated OER
Reading the Financial Pages: In Print and Online
Students study information presented in the financial pages of newspapers and online sources They learn how to follow stocks online.
PwC Financial Literacy
Charitable Giving
Charitable organizations and monetary donations to these organizations are the focus of the financial literacy lesson plan presented here. Learners explore how donations benefit both the organization and the people it serves. Each pupil...
PwC Financial Literacy
Credit Reports
Middle schoolers discover why it's important to establish a positive credit history and understand the value of credit reports to lenders and borrowers. They apply legal guidelines to establish the uses of a credit report other than...
Curated OER
Invest In Yourself
Students learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. In this financial management lesson, students apply their knowledge of finance components and create their own web based plan...
Curated OER
Saving Private Pensions
Students consider the importance of financial security after retirement, examine current problems with pension plans in the private sector, research different retirement options, and create a "How it Works" poster.
Curated OER
Lesson 9 What are the Indices of Investing?
Pupils explore the benchmarks that measure the ups and downs of the stock market. They also set up a diversified portfolio and trade stock indices for the Global Stock Game (GSG).
Curated OER
Investing for the Future
Twelfth graders perform basic calculations for saving and investment strategies. they simulate the investment of $1,000 in the stock market and savings account. they determine which pays the greater dividend.
PricewaterhouseCoopers
The Stock Market
Keep or sell? Young learners simulate as buyers in the stock market while learning about the benefits and important factors to know when purchasing. The thorough resource allows for observation of case studies and provides an assessment...
Federal Reserve Bank
Retirement Planning
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age.