Wells Fargo
Hands on Banking
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 finance problems...
Conneticut Department of Education
Personal Finance Project Resource Book
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
Northern Ireland Curriculum
Money Wise
Does money seem to slip through your middle schoolers' fingers? Encourage them to examine spending, saving, and budgeting habits with a unit on consumer skills and money management. Young spenders study the waste that occurs with school...
Curated OER
Housing Project
Find everything you need for a two-week home construction simulation project for your high school economics class. They come up with the plans for a custom home including the cost per square foot, interest rate, mortgage term, down...
PwC Financial Literacy
Finanacial Responsibility and Decision Making: Personal Information and Identity Theft
Elementary schoolers look into the very real, and scary, practice of identity theft. They discover the main techniques used by people who steal other people's identity. Learners produce an identity theft tip sheet and share their tips...
Curated OER
Buying and Owning a Home: Monthly Budget Worksheet
In this personal finance worksheet, students complete the graphic organizer as they chart the 40 listed monthly expenses for 2 months.
Curated OER
Financial Institution Comparison
Once learners are ready to choose a bank, how do they make a smart decision for their financial needs? Scholars help each other by jigsawing the research in groups. After introducing checking and savings accounts with the attached...
Curated OER
Financial Planning
Only six steps to achieving a financial goal! Provide learners of any age with the tools to make and follow through with a sound financial plan. They'll review each of six steps needed to make a solid financial plan and discuss why they...
Curated OER
Common Procedure Costs
Kids never think about the cost of medical expenses, because they never think they'll get hurt. To better understand personal financial planning, learners research common medical procedures and their costs. They use a worksheet and the...
Curated OER
Explorations in Economic Demand, Part I
Your economists will relate to the choices at hand in this personal budgeting scenario. A passage describes Bob's predicament: he's going away to college and must buy his own clothes, including the pricey Levis he wants to buy 8 of....
Curated OER
College Simulation
Students pretend they are a college freshman and taking a full load of classes. Individually, they create a budget based on their $9.00 an hour job in order to meet all of their repsonsibilities. They complete the simulation online and...
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 personal...
Open Oregon Educational Resources
Beginning Excel
How can Microsoft Excel help manage data in people's personal and professional lives? Using the Beginning Excel eBook, scholars learn the basics of creating, editing, and using spreadsheets. They explore spreadsheet design, formulas,...
Curated OER
Learning to Spend, Learning to Give
Students create a monthly budget. In this finances lesson, students learn the terms budget, income and expenses. Students create a monthly spending plan and keep track of what they make and spend for the next 30 days. When complete,...
Curated OER
Learning to Spend, Learning to Give
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...
Curated OER
Get a Life Project
Eighth graders participate in interdisciplinary career unit in which they explore alternate lives. Students assume roles, manage budgets, make decisions, and solve problems, Students then research challenges, develop solutions, and...
Curated OER
Furnishing an Apartment
Students explore the components that comprise the formation of a budget. Sales brochures advertising apartment furnishings are used to assist students in this task.
Curated OER
Menu Math
Students follow the food pyramid to create a daily food budget. They research food prices online or in newspapers. They graph the amount of each food group included in their menus. They can also create a weekly food menu based on a fixed...
Curated OER
Invest in Yourself
High schoolers develop the concept of finances. In this finance lesson, students watch a video called, "Moving Out." High schoolers calculate the finances of a character in the video. Students experience various budget scenarios such...
Curated OER
Wealth of Wisdom
Students determine what to do with money. In this personal finance lesson plan, students discuss budgeting, savings, and loans with their instructor. Students then participate in classroom activities that require them to participate in...
Curated OER
Stretching Your Money with Coupons
Students examine ways to extend their budget with coupons. In this budgeting activity, students read information about using coupons at the given website. Students make a list of 30-50 products they use in their homes and use online...
Curated OER
Estimate a Dinner Plate
Pupils work with a partner to solve the real-world problem of planning a favorite meal given a specific budget. They review and practice estimation strategies to determine the reasonableness of calculations in a given situation.
Curated OER
Choice, Opportunity, Cost and Decisions
Pupils 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.
Curated OER
What A Trip!
Students plan a vacation trip from start to finish. Given a budget, they make decisions regarding where they would like to go, what mode of transportation they will use, where they will lodge, and what attractions they will visit while...