Lesson Plan
Curated OER

Wealth of Wisdom

For Teachers 3rd - 10th
Students determine what to do with money. In this personal finance lesson, students discuss budgeting, savings, and loans with their instructor. Students then participate in classroom activities that require them to participate in...
Lesson Plan
Curated OER

The Leaves in October

For Teachers 3rd - 5th
Students determine whether or not to save or spend and defend a decision.  For this personal finance lesson, students identify opportunity cost of various spending and saving decisions. Students read a story where two girls share...
Worksheet
Curated OER

Visual 1: The Cost of Credit

For Students 4th - 6th
In this money management worksheet, students examine an advertisement for a bike and respond to 3 questions that require them to calculate percentages
Lesson Plan
Curated OER

PAY CREDIT WHEN CREDIT IS DUE

For Teachers 7th - 12th
Students learn about credit cards and scores and how to and not to use them. In this financial concept lesson, students are given hypothetical scenarios where they are able to apply learning's to given situations as they figure rates,...
Organizer
Curated OER

Is the Price Right?

For Students 4th
In this money management, students study inflation.  Students complete the given table filling in the 15 spaces for the prices of items for three different given years.
Lesson Plan
Curated OER

Spend, Save, Invest or Donate

For Teachers 6th - 8th
Middle schoolers explore the concept of philanthropy. In this personal finance lesson, students consider economic choices and why people donate to causes. Middle schoolers investigate the processes of borrowing money and investing money...
Lesson Plan
Curated OER

Family Financial Profile

For Teachers 3rd - 5th
Students investigate the cost of living. In this financial awareness instructional activity, students play a game to simulate various family situations and their incomes. Students choose activity cards and record information on their...
Lesson Plan
Curated OER

Building Wealth

For Teachers 8th - 12th
Students explore budgeting.  in this building wealth instructional activity, students examine ways to invest and save money.  They set financial goals and determine methods to reach the goals.  Students discuss managing...
Lesson Plan
Curated OER

Hot Wheels (Grades 9-12 )

For Teachers 9th - 12th
Using internet research, students compute the costs of different models of card. They discuss the advantages/disadvantages of purchasing a new car versus a used car, the cost of car insurance, and the best way to finance their purchase.
Lesson Plan
Curated OER

Math Really Does Connect to the Real World

For Teachers 3rd - 6th
Students listen to parent speakers who discuss how they use math in their professional or personal lives. They take notes and write business form thank you letters.
Lesson Plan
Curated OER

"Reality Math: Fact or Fiction"

For Teachers 6th - 8th
Students investigate the use of math in everyday life. They investigate several occupations and pay scales. They complete spreadsheets that show how monthly bills can be organized using technology. They use word processing software to...
Lesson Plan
Visa

A Way to Wealth: Understanding Interest and Investments

For Teachers 9th - 12th Standards
Money motivates! Help young bankers understand how math plays a part in investing. Give learners math practice while instilling real-world financial literacy skills.
Lesson Plan
Curated OER

Shopping!!!

For Teachers 5th - 6th
Students explore money management. In this financial awareness lesson, students are given an amount of money and a sheet of objects to choose from to buy. Students choose only five objects they can afford to "buy."
Worksheet
Curated OER

Money Worksheet

For Students 8th - 12th
In this personal finance worksheet, learners use their problem solving skills to calculate exchange rates and practice writing checks.
Lesson Plan
Curated OER

SPENDING: Maintaining the Skill of Money

For Teachers 4th
Fourth graders explore the concept of maintaining money. In this personal finance lesson, 4th graders earn "money" for cleaning their classroom desks. Students spend the "money" in the classroom and practice making change.
Lesson Plan
PwC Financial Literacy

Charitable Giving

For Teachers 3rd - 5th
Charitable organizations and monetary donations to these organizations are the focus of the financial literacy lesson plan presented here. Learners explore how donations benefit both the organization and the people it serves. Each pupil...
Lesson Plan
PwC Financial Literacy

Credit Reports

For Teachers 6th - 8th
Middle schoolers discover why it's important to establish a positive credit history and understand the value of credit reports to lenders and borrowers. They apply legal guidelines to establish the uses of a credit report other than...
Lesson Plan
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Practical Money Skills

Making Decisions

For Students 6th - 12th
A set of quizzes and assessments would make a great companion to your lesson on making decisions and opportunity risks. Learners watch a PowerPoint before answering multiple choice questions about interest rates, saving money, and the...
Organizer
Curated OER

Spending Log

For Students 4th - 7th
In this money management worksheet, students will track their spending and income for one week. After tracking their income and expenses, students will complete 6 short answer questions about the results.
Lesson Plan
Curated OER

The Business of Interest

For Teachers 7th - 12th
Students learn about finance and money management and use math to solve problems, communicate, and explore real life situations as they deal with banks. In this financial management lesson, students apply their math skills to real life...
Lesson Plan
PricewaterhouseCoopers

Consumer Fraud

For Teachers 9th - 12th
Falling into the hands of a credit scam is much too common these days, and the young adults in the classroom need to be prepared. Through the activity, learners discover how to be a safe spender and use common sense when...
Lesson Plan
PricewaterhouseCoopers

Buying a Home: Mortgage Decisions

For Teachers 9th - 12th
High schoolers don't think they need to know about mortgages, but with college and renting soon approaching, fiscal responsibility is necessary. Pupils learn the vocabulary of a mortgage and calculate different home values to determine...
Lesson Plan
PricewaterhouseCoopers

Buying a Home: Income vs. Monthly Payments

For Teachers 3rd - 5th
Purchasing a house takes more plan than elementary schoolers realize. Each buyer will look at monthly income to determine what they can afford for a mortgage and other expenses. 
Lesson Plan
Curated OER

Saving and Creating a Personal Budget

For Teachers 5th
Fifth graders brainstorm ways to save money. In this financial awareness lesson plan, 5th graders read a chapter from the book, From the Mixed-Up Files of Mrs. Basil E. Frankweiler and create a personal budget for themselves.