Visa
Dream Big: Money and Goals
Whether their objective is independent living, going to college, or buying a car, pupils will participate in discussions and complete worksheets to gain an understanding of how short- and long-term goals play a large role in helping...
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...
PricewaterhouseCoopers
Paying for College: Finding the Right Fit
Most want to attend college, but do they know where? How will they afford it? How do they apply? Learners discover the costs associated with college and the best way to budget and possibly apply for financial aid.
Wells Fargo
Hands on Banking
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial...
Curated OER
Investing for the Future
Twelfth graders perform basic calculations for saving and investment strategies. they simulate the investment of $1,000 in the stock market and savings account. they determine which pays the greater dividend.
Curated OER
What Can You Do With Money?
Students watch a Biz Kidz video about money, learn what they can do with money, and fill out worksheets on what they learn. Students learn about spending, saving, donating, and investing.
Federal Reserve Bank
Retirement Planning
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age.
Curated OER
Savers & Borrowers: Financial Markets in the United States
Investigate the current financial market and have your class explore savings, borrowing, financial markets, mutual funds, and the stock market. This four-part lesson is designed to help students become knowledgeable and informed consumers.
PricewaterhouseCoopers
Risk Management and Insurance: Insurance Costs and Considerations
Compare the different types of insurance with high schoolers, and have them learn the benefits and costs of medical, auto, and home policies. The resource addresses what makes some insurances more costly and what teenagers can do to...
PricewaterhouseCoopers
Paying for College: Understanding Financial Aid Options
With many options to pay for college, middle schoolers learn about each possibility and that continuing their education is worth the investment. They discover the difference between a grant and a loan and that some expensive...
Curated OER
Spend, Save, Invest or Donate (9-12)
Students 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, opportunity...
Curated OER
Does My hair Disrupt Your Learning?
Students use the internet to research ways to save and earn money. They interview bankers and financial counselors to discover different types of investments. Students create public service announcements to inform their classmates of...
Curated OER
Marriage and Financial Goals, Budgeting Strategies
There is no more useful life skill to learn than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of...
Curated OER
"Golden" Years?
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...
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,...
Practical Money Skills
Budgeting Your Money
How do you make sure that your income doesn't disappear before you have a chance to save it? Use a creative budgeting activity to teach learners in both special education and mainstream classes how to keep track of their expenditures and...
Curated OER
Investing Money
Sixth graders participate in an simulated investment activity. They examine the purpose of different types of investments before they predict which will be the most successful. Finally, they simulate investing $1,000 in stocks, $1,000 in...
Curated OER
Saving For Retirement
Students examine the fundamentals related to saving for retirement and investing such as return on investment, compound interest, and planning for different rates of savings. They see the importance of setting long term saving goals.
Federal Reserve Bank
Income Taxes
Most adults dread April 15 — tax day! Tax preparation can be intimidating even for adults. Build confidence by leading individuals through the process and then give them a scenario to practice. The exercise uses tax vocabulary to give...
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...
Curated OER
Finance Formulas Review Sheet
Keep your finances straight—more like finance formulas straight—with a well-organized formula guide full of everything you need. Starting with simple interest and ending with future and present value, this sheet can be...
Curated OER
Introduction to Earning Interest: What are APR and APY?
Young scholars explore saving and investing money. In this middle school personal finance lesson, students define and use investment vocabulary, explore compound interest and its effect of savings, and compute simple and compound...
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...
SaveandInvest.org
Introduction to Earning Interest: Grades 9-10
Does your bank pay you for allowing them to hold your money? The lesson covers three different ways your money can make money. Topics include certificates of deposit, statement savings accounts, and money market accounts.