Federal Reserve Bank
Expense Tracking
Where does all your money go? Individuals keep a record of the money they spend over the course of 30 days. They then categorize where they are spending their money and write an essay detailing their findings.
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
How to Achieve Your Financial Goals
Students explore economics by creating a budget. In this financial goal setting instructional activity, students investigate their use of time by completing a worksheet. Students identify financial goals they would like to achieve in the...
Curated OER
Money Management
Students explore money management skills and economics thru a creative project where students earn "money" for their assigned "jobs." They keep track of their income and expenses in a transaction record and explore the Excel money...
Consumer Action
Talking to Teens About Money
Your teenagers are probably very good at spending money, but how good are they at managing it? Teach class members about banking, checking accounts, interest rates, car insurance, and many other relevant concepts with a series 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...
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...
Visa
Financial Forces: Understanding Taxes and Inflation
Take the opportunity to offer your young adults some important financial wisdom on the way taxes and inflation will affect their lives in the future. Through discussion and review of different real-world scenarios provided in this...
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Financial Fables: Shopping Wisely with Olivia Owl
Cover two subjects with one instructional activity! First, dive into English language arts; read an eBook, answer comprehension questions, and complete a cause and effect chart about the financial fable, Shopping Wisely with Olivia Owl....
Curated OER
Meet Molly An American Girl
Students examine concepts of personal finance. In this personal finance lesson, students use Valerie Tripp's, Meet Molly, An American Girl, to learn about saving and spending after World War II. They compare financial decisions after...
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,...
Visa
Saving and Investing
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Curated OER
Money Management
Students choose an occupation and set up a paper family and household. They create a monthly budget, pay monthly bills and file taxes. They practice math skills using financial information and view money as a resource. They create an...
Curated OER
Selecting Lower Priced Grocery Items
As adults, most individuals with special needs must live on a budget. Provide them with money management skills by teaching your class how to make price comparisons while shopping at the grocery store. They work through a series of...
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Cash Flow and Balance Sheets
What is your car worth? How much do you owe? Individuals create their personal cash flow and balance sheets. They learn the difference between an asset and liability using their personal information to complete the activity.
Curated OER
After 6 Months of Financial Dieting
Explore the concept of financial planning by reading an article about 5 families and their plans to save money. Learners discuss the progress each family made financially after three months, and then make their own financial plan.
PwC Financial Literacy
Saving and Investing: Investing for the Future
A fine lesson on saving and investing is here for you and your middle schoolers. In it, learners explore the values of time and money, and discover how small amounts of money invested over time can grow into a large "pot of gold." They...
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...
EduGAINs
Making Savvy Consumer Choices
It's never too early to learn about grocery budgeting. Middle schoolers delve into the world of consumer math with a activity that focuses on both healthy choices and real-world math applications. Groups work together to form a grocery...
Federal Reserve Bank
Cash the Check and Track the Dough
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your high schoolers to become financially independent and savvy adults, and explore all the intricacies of owning...
Curated OER
Financial Contracts
Prepare your class for the real world and learn the basics about credit and the principles behind using it wisely. The activity includes handouts that explain the necessary vocabulary and concepts to understanding credit. After reviewing...
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...
Curated OER
Rising Gas Prices – Compounding and Inflation
Financial literacy skills and exponential models are connected by the compound interest formula in this task centered on inflation calculations. Collaborative learners get experience collecting data from the given websites and exploring...
Visa
Banking Services
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions.