Curated OER
How Much Will That House Cost?
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...
Curated OER
Rent To Own
Reading can be a good way to learn about many different things, like rent-to-own housing programs. Learners read informational resources about rent-to-own programs and how they work. They complete graphic organizers using the facts they...
Curated OER
Trip to the Greenbrier
Tenth graders explore the Greenbriar Resort. In this budgeting lesson, 10th graders plan and calculate the cost of trips from their home to the Greenbriar Resort.
Curated OER
Money Management Intelligence
Students follow directions to help a client with his/her budget. After selecting their client, they download confidential data and listen to the challenge presented on the website. They adjust the budgets as needed. Then, they click play...
Visa
The Art of Budgeting
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Illustrative Mathematics
Field Day Scarcity
Introduce young mathematicians to concepts of financial literacy with this open-ended word problem. With seven dollars to spend during field day and given a list of available items and their prices, children must determine how they want...
Curated OER
Buying a Car
Middle schoolers learn how to manage their money. They view a PowerPoint presentation with instructions for researching and buying a car, select cars for themselves based on their budget, and respond to questions about the activity.
PwC Financial Literacy
Insurance Why's and How's
Middle schoolers explore the primary purposes of a variety of types of insurance. They determine who benefits the most from insurance coverage, and examine the factors that lead to increases and decreases in insurance premiums. The...
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,...
Visa
Making Decisions
What economic factors can influence personal and financial decisions? In an effort to understand opportunity costs and the time value of money, pupils engage in role-playing activities and discussion, as well as view a PowerPoint...
Finance in the Classroom
Unit on Checking
As part of a four-lesson unit on personal finances, class members practice using a checkbook. Exercises include writing checks, filling out deposit and withdrawal slips, and keeping a check register.
Curated OER
Scarcity, Choice and Decisions
Students study the basic economic trilogy (scarcity, choice, and costs). In this money management lesson, students use a scenario of a High School Prom to calculate how scarcity, choice and cost apply by completing provided worksheets...
Curated OER
Savings Accounts and Interest
First graders study money, banks, and getting interest on money. In this consumer math lesson, 1st graders listen to Stan and Jan Berenstain's, Berenstain Bears' Trouble With Money. They use the concepts in the book to discuss...
Curated OER
Short-Term and Long-Term Savings Goals
Fifth graders discover how saving money can apply to their lives. In this personal finance lesson, 5th graders use the book The Leaves in October, as a conversation starter on income, savings and setting goals. Students explore the...
EngageNY
End-of-Module Assessment Task - Algebra 2 (Module 3)
The last installment of a 35-part series is an assessment task that covers the entire module. It is a summative assessment, giving information on how well pupils understand the concepts in the module.
SaveandInvest.org
Introduction to Earning Interest: Grades 9-10
Does your bank pay you for allowing them to hold your money? The instructional activity covers three different ways your money can make money. Topics include certificates of deposit, statement savings accounts, and money market accounts.
Curated OER
Careers Lesson: Budget Analysis
Ninth graders examine money management. They study percentages, inequalities, fixed and variable expense calculations in order to develop an understanding of how these concepts apply to budgeting a lifestyle for a specific career.
Curated OER
Credit Inventory
In this money management worksheet, students read a paragraph regarding credit and then respond to 6 short answer questions regarding credit.
Curated OER
Take Charge of Your Financial Future
Students discuss Biz Kids understanding that it is a program to help people become financially educated. In this mathematics lesson, students view an episode and discuss what they would do if given various situations like going out or...
Curated OER
From the Mixed Up Files of Mrs. Basil E. Frankweiler
Students listen to From the Mixed-up Files of Mrs. Basil F. Frankweiler and discuss wants and needs. In this iincome and expenses activity, students relate the adventures of the children in the book to a real life financial...
Curated OER
Budgeting
Students develop a realistic budget. In this finance lesson plan, students discuss problems and issues related to making a budget. They focus on living within one's means.
Visa
Buy, Sell or Hold?: An Overview of Investing
Break down the often-daunting topic of the stock market with this resource, in which pupils learn basic terminology regarding buying and selling stocks, as well as the factors that influence how much return individuals can receive...
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...
Curated OER
The Berenstain Bears' Mad, Mad, Mad Toy Craze
Pupils explore personal finances. In this money management lesson, students read The Berenstain Bears' Mad, Mad, Mad Toy Craze. Pupils examine the spending habits of Brother Bear and Sister Bear. Students analyze opportunity costs as well.