Curated OER
Banking for Your Future
Students get a handle on their own personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study the Federal Reserve System, which oversees the nation's banks.
Curated OER
Building Wealth
Students explore budgeting. in this building wealth lesson, students examine ways to invest and save money. They set financial goals and determine methods to reach the goals. Students discuss managing debt, credit...
Curated OER
Data Analysis: Investing is an "Interesting" Experience
Students compute interest earned. In this data analysis instructional activity, students examine investments and interest rates. They compute the total interest earned and find the simple interest.
Curated OER
Building the Aggregate Expenditures Model
A good accompaniment to an economics lesson, this presentation explores the aggregate expenditures model, detailing the relationship between consumption and saving using graphs and charts. Additional information includes investments and...
Curated OER
Lesson 2: Savings Accounts and U.S. Savings Bonds
Students explore the importance of savings accounts and U.S. Savings Bonds. They study the concept of simple interest through a math activity.
PwC Financial Literacy
Charitable Giving
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...
PwC Financial Literacy
Credit Reports
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...
PwC Financial Literacy
Evaluating Financial Information
Advertising is all around us. Sometimes those advertisements are directed at young people, so it's important for youngsters to recognize false advertising and fraud when they see it. That's what this instructional activity is all about....
PwC Financial Literacy
Buying a Home: Terms of a Mortgage
Buying a home, dealing with a lender, securing a mortgage; these are daunting tasks for many adults. Why not teach middle schoolers about this area of adulthood so they are better-prepared to make the leap into home ownership when they...
PricewaterhouseCoopers
Buying a Home: Mortgage Decisions
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...
Curated OER
My Bank, My Budget, My Decisions
Students create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.
Curated OER
Invest in Yourself
Students develop the concept of finances. In this finance lesson, students watch a video called, "Moving Out." Students calculate the finances of a character in the video. Students experience various budget scenarios such as earning...
Curated OER
How to Protect Your Money
Students review the basics of investing. They discuss saving strategies and investing fundamentals. Afterward, they consider a scenario from different investment perspectives.
Curated OER
Risky Business - Or Not!
Students explore the concept of the stock market. In this stock market instructional activity, students discuss the stock market and how it works. Students hypothesize what makes a stock price go up or down. Students watch a short...
Curated OER
How Does the Stock Market Really Work?
Investigate the stock market as it relates to the business world. Young scholars investigate ways to invest their money for the future. They make a presentation and discuss their findings with the class.
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.
Learning to Give
Five Thousand Dollars!
How does consumerism affect global poverty? Upper graders find out about cost benefit, wants and needs, and making good consumer choices as they explore this global topic. They role-play an impulse spending experience and work through...
Curated OER
Save Your Change
Students solve problems involving exponential, logarithmic, and scientific notations. Using calculators, students explore investment problems. They use a formula and logarithms to determine the years to earn a particular income, figure...
Curated OER
Where Does All the Money Go?
Students explore the concept of uses for money. In this uses for money lesson, students discuss ways in which money can be utilized such as spending, saving, investing, donating, etc. Students discuss the differences between needs and...
Curated OER
Streetfilms' Moving Beyond the Automobile
This is an exceptional series that you can use in an environmental or engineering unit. There are four lessons: "Sustainable Transportation," "Designing for Safety," "Changing the Landscape," and "Engaging in Policy." Each lesson...
Curated OER
What Can I Afford?
Middle schoolers explore the concept of cell phone plans. In this cell phone plan lesson, students research the cost of cell phones. Middle schoolers compare various cell phone plans and decide on which phone plan is best for them.
Curated OER
Managing a Checkbook
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Curated OER
RISKY BUSINESS--OR NOT!
Students learn about the importance and risk that stocks carry within a business. In this financial management lesson plan, students use role play and case scenario situations to decide what stocks are best for given companies. Based on...
Curated OER
Cartoons for the Classroom: The Credit Crisis
Political cartoons are interesting and motivating, and they provide a great opportunity for critical informational analysis. This resource includes background information on the current credit crisis, a political cartoon, and three...