Curated OER
Financial Literacy - Saving and Investing
Students examine how money can work differently for every individual, identify various sources for saving and investing, and discuss most beneficial savings or investing plans for one's budget.
Curated OER
What Can You Do With Money?
Students watch a Biz Kidz video about money, learn what they can do with money, and fill out worksheets on what they learn. Students learn about spending, saving, donating, and investing.
Curated OER
Managing a Checkbook
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Curated OER
Money & Work
Twelfth graders explain basic information concerning financial investments. They identify consumer rights and responsibilities and effective practices for purchasing consumer goods, services, housing and insurance. They list steps in...
Federal Reserve Bank
Diversification and Risk
After being given a portfolio of investments, your young economists will learn how to assess the relative risk of the portfolio's products and understand the importance of diversification, relating these economic concepts to real-life...
Visa
Make It Happen: Saving for a Rainy Day
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 researching...
PricewaterhouseCoopers
Planning and Money Management: Financial Plan
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 the...
PwC Financial Literacy
Evaluating Financial Information
Advertising is all around us. Sometimes those advertisements are directed at young people, so it's important for youngsters to recognize false advertising and fraud when they see it. That's what this instructional activity is all about....
Practical Money Skills
Budgeting Your Money
How do you make sure that your income doesn't disappear before you have a chance to save it? Use a creative budgeting activity to teach learners in both special education and mainstream classes how to keep track of their expenditures and...
Curated OER
Saving, Investing and the Invisible Hand
Students determine how the financial institutions of a market economy help channel savings to economic investment. They complete worksheets based on a teacher-led demonstration.
Curated OER
Spend, Save, Invest or Donate (9-12)
High schoolers explore the concept of personal finance. In this philanthropy lesson, students examine decisions they make about money as they discover the definitions of philanthropy, resources, scarcity, choice, benefits, costs,...
Curated OER
Banking for Your Future
Students get a handle on their own personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study the Federal Reserve System, which oversees the nation's banks.
Curated OER
FILLING EMPTY POCKETS: BORROWING, LOANS AND CREDIT.
Learners learn that maintaining financial security takes a good math understanding. In this lesson, students apply mathematical formulas to make important financial decisions like getting the right loan to buy a house, decide which...
Curated OER
Does My hair Disrupt Your Learning?
Students use the internet to research ways to save and earn money. They interview bankers and financial counselors to discover different types of investments. Students create public service announcements to inform their classmates of...
Federal Reserve Bank
Savvy Savers
What are the benefits and risks of saving in an interest-bearing account? Pupils explore concepts like risk-reward relationship and the rule of 72, as well as practice calculating compound interest, developing important personal finance...
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 plan presents the concept of interest rates and loan amortization using spreadsheets and online sources....
Curated OER
The Bank of Good Habits
Students explore investing and saving. In this investing lesson, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a quiz, and...
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...