Unit Plan
Wells Fargo

Hands on Banking

For Teachers 4th - 8th Standards
Cha-ching! You just hit the jackpot with this interactive consumer math unit. Supported by a series of online lessons and activities, these lessons engage students in applying their math skills to real-life personal...
Lesson Plan
Visa

Smooth Sailing: Exploring Insurance and Estate Planning

For Teachers 9th - 12th Standards
While purchasing insurance and estate planning may seem like a rather irrelevant topic for high school students, introducing this concept now can help your learners develop a solid foundation of financial literacy that will...
Activity
Girl Scouts

Daisy Making Choices Leaf

For Teachers K - 2nd Standards
Shed light on the concept of financial literacy with a series of four activities that examines needs vs. wants, gives scholars the opportunity to buy products using paper money, and set goals to save money.
Lesson Plan
Visa

The Danger of Debt: Avoiding Financial Pitfalls

For Teachers 9th - 12th Standards
How can our perspectives of borrowing and returning influence the way we view credit? Pupils explore the concept of debt, how it impacts our ability to obtain credit, and finally the ways in which we can work to alleviate debt.
Lesson Plan
Curated OER

"Golden" Years?

For Teachers 6th - 12th
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...
Lesson Plan
Curated OER

How Much Will You Have When You Retire?

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

The American Currency Exhibit

For Teachers 10th - 12th
Examine the historical structure, the purposes, and functions of the United States monetary system. Your class engages in a scavenger hunt to compare U.S. currency notes from specific eras throughout U.S. history. They work to identify...
Lesson Plan
Curated OER

Budget Finances

For Teachers 11th - 12th
Learners role play the role of a recent graduate of high school living on their own. Using play money, they are given one month's salary and they discover they own their own house or apartment and owe money on a car loan. They develop...
Lesson Plan
Visa

Saving and Investing

For Teachers 7th - 8th Standards
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,...
Lesson Plan
1
1
Federal Reserve Bank

Credit Cards - A Package Deal

For Teachers 10th - 12th Standards
Arm your learners with the information they will need to make smart decisions regarding credit cards and personal savings.
Lesson Plan
Curated OER

How Much Will That House Cost?

For Teachers 9th - 12th
What is a mortgage and how do you use it to pay for a house? Young financiers determine how much money is actually spent paying a mortgage payment on a home. They use their math skills to calculate monthly payments on a home given a 30...
Lesson Plan
Curated OER

Beyond Media Messages: Media Portrayal of Global Development

For Teachers 7th - 12th
Young scholars discuss global development and create a graphic representation of the discussion. In this media analysis lesson, students deconstruct disaster coverage by reading articles and identifying missing information. Young...
Unit Plan
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Practical Money Skills

Saving and Investing

For Teachers 9th - 12th Standards
You have to have money to make money, especially in the world of banking and investments. High schoolers learn about interest rates, saving and investment options, and ways to stay aware of their money's security and earning ability with...
Lesson Plan
2
2
Federal Reserve Bank

Expense Tracking

For Students 9th - 12th Standards
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.
Lesson Plan
Illustrative Mathematics

Setting Goals

For Teachers 6th - 8th Standards
Setting financial goals is a common occurrence in middle school that your learners can practice using this activity. They will be able to solve for how many hours Seth needs to work to save up for a skateboard, helmet, and trip. The...
Lesson Plan
Money Math for Teens

Debt Elimination - Power Tools for Building Wealth

For Teachers 10th - 12th Standards
What does it mean to be wealthy? Your learners will consider how carrying debt affects budgeting, and learn about the debt snowball strategy and how is it used in the concept of eliminating debt in order to build wealth.
Activity
Curated OER

Carnival Tickets

For Teachers 3rd - 5th Standards
A great subtraction and division discovery opportunity for young mathematicians, this learning task involves seven word problems that require multiple steps. Learners use a math table to persevere in solving problems that are...
Unit Plan
Radford University

Budgeting Your Time and Money

For Teachers 9th - 12th
Use mathematics to better manage money. Pupils learn about budgets and personal finance with a set of three lessons. They research salary data for their chosen careers, look up various costs of living to develop budgets, and plan an...
Lesson Plan
Curated OER

Managing Your Finances

For Teachers 9th - 12th
Students practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This lesson is intended for students acquiring English.
Handout
Safe Teens

Teen Game Plan

For Students 7th - 12th
Don't let the teenagers in your class begin their life without a plan. A brief but inclusive booklet takes high schoolers thorough various aspects of their lives, including financial literacy, vaccinations, and sexual health, and lets...
Unit Plan
Radford University

The Game of Life … Mathematics Style

For Teachers 9th - 12th Standards
Make life more organized using mathematics. Scholars get a good look at budgeting and personal finance by using linear equations. They research salary information and costs to develop mathematical models, including equations and graphs.
Lesson Plan
Curated OER

Budgeting Your Financial Resources (The Mint)

For Teachers 7th - 12th
Students plan and maintain balanced budgets.
Lesson Plan
Curated OER

Budgeting Your Financial Resources

For Teachers 7th - 12th
Students explore the aspects of making a budget. In this money management lesson, students learn the importance of budgeting and what all goes into creating a budget by eventually creating a budget of their own including how much they...
PPT
Curated OER

Tax Forms and Deductions

For Teachers 9th - 12th
Because many of your older students are probably getting their first jobs, it could be an appropriate time to discuss taxes. This presentation defines deductions, types of taxes, purposes of paying taxes, and the forms required to file...