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SaveandInvest.org
Introduction to Earning Interest: Middle School
Does your bank pay you for allowing them to hold your money? Class members research three different ways they can earn money using money already in the bank. Topics include certificates of deposit, statement savings accounts, and...
SaveandInvest.org
Introduction to Earning Interest: Grades 11-12
Does your bank pay you for allowing them to hold your money? Class members investigate three different ways money can make more money. Topics include certificates of deposit, statement savings accounts, and money market accounts....
SaveandInvest.org
Introduction to Earning Interest: Grades 9-10
Does your bank pay you for allowing them to hold your money? The lesson plan covers three different ways your money can make money. Topics include certificates of deposit, statement savings accounts, and money market accounts.
Council for Economic Education
Using an Excel Checkbook
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...
Curated OER
The Nitty-Gritty of Checkbooks
Learners explore how to maintain a checking account. They control, disburse money, and keep their checking account balance. Through a PowerPoint demonstration, video streaming and hands-on practice, students apply the information given...
Curated OER
Savings Account Introduction Lesson
This teaching tool promotes a practical understanding of basic mathematical skills by having learners determine percents on interest. There are several worksheet options available as well as a guid on how best to use them.
Federal Reserve Bank
It's Your Paycheck
Beyond reading and arithmetic, one of the most important skills for graduating seniors to have is fiscal literacy and responsibility. Start them on the right financial track with nine lessons that focus on a variety of important...
Digging Into Math
Classifying Triangles
Young mathematicians explore the world of three-sided shapes in this lesson on the different types of triangles. Starting with a general introduction to classification using Venn diagrams, children learn how to categorize triangles...
Wells Fargo
Hands on Banking
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial...
Council for Economic Education
Understanding a Balance Sheet
Read any financial website or book, and it is bound to discuss the words asset and liability. But what do these words actually mean to the class? The resource effectively explains by using multiple formats and techniques, including...
Wells Fargo
Hands on Banking
What happens to your money between the time you make a bank deposit and the time you decide to spend it? Take middle schoolers and teens through the process of opening checking and savings accounts, creating a personal budget,...
August House
The Magic Pot
The Magic Pot by Patricia Coombs is the theme of this multidisciplinary lesson plan. Early readers first take part in a read aloud and grand conversation about the story's details. Then, they get to work practicing their skills in...
Council for Economic Education
A Penny Saved
A penny saved is a penny earned! Scholars research the different ways to save money over a lifetime. They investigate the Rule of 72, compound interest, and sub-prime loans to gain an understanding of how banks aid in the saving process....
EngageNY
Federal Income Tax
Introduce your class to the federal tax system through an algebraic lens. This resource asks pupils to examine the variable structure of the tax system based on income. Young accountants use equations, expressions, and inequalities to...
PricewaterhouseCoopers
Saving and Investing: Building Wealth for Financially-Secure Futures
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.
PwC Financial Literacy
Planning and Money Management: Spending and Saving
Financial literacy is such an important, and often-overlooked, skill to teach our young people. Here is a terrific instructional activity which has pupils explore how to come up with a personal budget. They consider income, saving,...
Statistics Education Web
Using Dice to Introduce Sampling Distributions
Investigate the meaning of a sample proportion using this hands-on activity. Scholars collect data and realize that the larger the sample size the more closely the data resembles a normal distribution. They compare the sample proportion...
Curated OER
Simulation and Accounting Practices
Students implement their knowledge about accounting practices into a simulation activity. In this secondary consumer/business math lesson, students participate in a simulation centered on the life of the people during the...
EngageNY
Relationships Between Quantities and Reasoning with Equations and Their Graphs
Graphing all kinds of situations in one and two variables is the focus of this detailed unit of daily lessons, teaching notes, and assessments. Learners start with piece-wise functions and work their way through setting up and solving...
Curated OER
Account-Recording Adjusting/Closing Entries
Students explore adjusting and closing accounting entries. They complete an outline and post closing entries to their appropriate accounts. They prepare a Post Closing Trial Balance at the end of a fiscal period and complete online...
Curated OER
Account-Recording Adjusting/Close Entries for Service Business
High schoolers discover how to journal adjustments and post them into general ledger accounts. They explore what a post closing trial balance is and why it is prepared at the end of a fiscal period. They complete an outline and play...
Curated OER
Accounting -- Cash Control Systems
Students study cash control systems, such as checking accounts, endorsing checks, and writing checks. They verify and then reconcile a bank statement. They journal about a bank service charge or dishonored check and establish a petty...
Curated OER
Accounting -- Journalizing Transactions
Students are introduced to a five column way to record transactions. In groups, they discuss the importance of source documents when recording the transactions and balancing the account at the end of the month. To end the lesson, they...
Curated OER
Accounting: Work Sheet for a Service Business
Students explore how to complete work sheets for a service business. They enter transactions that affect the owner's equity of a proprietorship into a worksheet that reviews the business activities for the past fiscal year. They...