Lesson Plan
2
2
Federal Reserve Bank

Income Taxes

For Students 9th - 12th Standards
Most adults dread April 15 — tax day! Tax preparation can be intimidating even for adults. Build confidence by leading individuals through the process and then give them a scenario to practice. The exercise uses tax vocabulary to give...
Lesson Plan
Curated OER

Extra Credit: It’s No Fairy Tale

For Teachers 9th - 12th
Students discuss their knowledge of payday loans and credit cards. In this Economics lesson, students complete a read an article and Q&A activity in groups, and play a vocabulary bingo game and a quiz game on payday loans. Students...
Lesson Plan
Federal Reserve Bank

The Free Silver Movement and Inflation

For Teachers 7th - 10th Standards
Why are US dollars no longer backed by gold and silver? What is our medium of exchange, and what would it be like to live in a barter economy? Learners consider these questions, as well as learn about the major historical events in the...
Lesson Plan
Curated OER

Money and Credit: Making Good Decisions

For Teachers 6th - 8th
Students participate in activities that teach them how to manage money. In this managing money lesson plan, students set long and short term goals for economic success by having discussions, identifying benefits of saving, and...
Lesson Plan
California Department of Education

Choosing My Lifestyle

For Teachers 10th Standards
How much does it cost to live the life your dream life? Scholars explore the pitfalls of personal finance through planning, discussion, and research. The first lesson in a five-part series tasks individuals with determining an...
Lesson Plan
Curated OER

Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students explore the concept of personal finances. In this personal finances lesson, students identify their income and expenses. Students create a budget for their spending, saving, investing, and donating habits. Students draw graphs...
Lesson Plan
Curated OER

Money Smart Choices

For Teachers 9th - 12th
Students make choices regarding money management. In this personal finance activity, students explore budgets, incomes, and expenses as they learn vocabulary regarding personal finance and consider how to create personal budgets.
Lesson Plan
Curated OER

Interest Income

For Teachers 6th - 12th
Students identify taxable interest income, and report taxable and tax-exempt interest income.
Lesson Plan
PLS 3rd Learning

Budget Basics

For Teachers 9th - 12th
Prepare young adults for life with various budgeting activities. Exercises include identifying fixed, variable, and discretionary income, and creating a budget based on a realistic projected income. The required website allows teachers...
Lesson Plan
2
2
Federal Reserve Bank

Your Budget Plan

For Teachers 9th - 12th Standards
What do Whoosh and Jet Stream have in common? They are both characters in a fantastic game designed to help students identify various positive and negative spending behaviors. Through an engaging activity, worksheets, and...
Lesson Plan
Curated OER

Why Would I Owe My Soul to the Company Store?

For Teachers 6th
Sixth graders listen to "Sixteen Tons" by Tennessee Ernie Ford and discuss what it means to owe one's soul to a store. In this mathematics lesson plan, 6th graders determine what a miner's income was minus his expenses graphing findings...
Lesson Plan
Curated OER

Preparing an Income Statement

For Teachers 10th
Tenth graders discuss the contents of income statements.  In this accounting lesson, 10th graders are introduced to the parts of an income statement.  Students practice filling out the four parts of an income statement, and...
Lesson Plan
Curated OER

Show Me the Money

For Teachers 6th - 12th Standards
Pupils investigate financial applications of mathematics in this mathematics lesson. They will investigate equations that represent a company’s income, expense, and profit functions and use those equations to identify break even points...
Worksheet
Curated OER

Budgeting: Vacation Planning

For Students 7th - 12th
In this vacation planning worksheet, students plan a vacation.  They determine the approximate cost of their vacation.  Students complete an itenrary and  graphic organizer to identify daily costs of the vacation. ...
Lesson Plan
Curated OER

Invest In Yourself

For Teachers 7th - 12th
Students learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. For this financial management lesson, students apply their knowledge of finance components and create their own web based plan...
Lesson Plan
2
2
Federal Reserve Bank

Savvy Savers

For Teachers 9th - 12th Standards
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...
Lesson Plan
Curated OER

Budgeting 101

For Teachers 7th - 12th
Students identify various sources of income and discern between needs and wants as they also learn to create a personal budget.  In this personal budget lesson, student understand financial scenarios as they relate to different ways...
Lesson Plan
Curated OER

Choice, Opportunity, Cost and Decisions

For Teachers 9th - 12th
Learners discuss the definition of scarcity and tradeoffs, and the differences between choice and cost. They create budgets and must provide tradeoffs for some of their choices.
Lesson Plan
Curated OER

Introduction to the National Debt

For Teachers 9th - 11th
Students relate the national debt to the economy. In this algebra lesson, students discuss what the national debt is, create a national budget based on priority and what the government should spend money on. They analyze their findings...
Lesson Plan
Curated OER

What is the Importance of Developing Job Skills?

For Teachers 7th - 8th
Financial literacy is the way to teach! The class works in small groups to discover the relationship between education and income level. They use their math and problem-solving skills to complete two different activities. They work out a...
Lesson Plan
Curated OER

The Art of Budgeting

For Teachers 10th - Higher Ed
Young scholars create a plan to achieve personal and financial goals. In this budgeting goals lesson, students identify their sources of income and discuss being financially independent. Young scholars record their monthly expenditures...
Lesson Plan
Visa

The Art of Budgeting

For Teachers 7th - 8th Standards
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Lesson Plan
Curated OER

Family Financial Profile

For Teachers 3rd - 5th
Learners investigate the cost of living. In this financial awareness lesson, students play a game to simulate various family situations and their incomes. Learners choose activity cards and record information on their family profile...
Lesson Plan
Curated OER

Budgeting for the Future

For Teachers 8th
Eighth graders determine the net amount of an income for a fictional job. They must determine their net worth minus standard deductions. Students must then determine their monthly budget including, groceries, credit, and rent.