Banking Lesson Plans

Students practice the language skills needed to make simple monetary transactions at the bank or store. They demonstrate how to deposit money into savings or checking and withdraw money from savings.

Students analyze whether or not they have made a good purchase.  In this banking lesson, students discuss how to make an informed decision about a purchase.  Students create a T-chart, a grid, participate in an interactive activity and navigate a website. 

Students examine the economics that led to the founding of the First Bank of America. In this economics lesson plan, student participate in a reader's theater experience of the debate between Alexander Hamilton and Thomas Jefferson over the beginnings of the first Bank of the United States. They read primary source documents and the booklet, "The First Bank of the United States."

Students explore investing and saving. In this investing instructional activity, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a quiz, and word problems are included.

Students define the role of a bank teller, and explain the decision-making steps a bank teller makes when cashing a check. They determine the responsibilities of a bank teller and the skills needed to be one.

Learners study the names and jobs of different types of bank workers. they inquire about banking and examine the importance of politeness in business relationships. They Demonstrate understanding of the processes associated with banking by complete the flash activity titled "Money in the Bank."

Students examine the economic crisis of 2008. In this banking bailout lesson, students read the provided articles "Nicole Bradbury: Robo-Signer Victim," and  "Bankers' Sloppy and Illegal Work." Students respond to the provided discussion questions.

Students practice making basic bank transactions in English. They are divided into two groups: Bank Tellers and Bank Customers. Bank tellers sit in a line facing their clients. Bank tellers are given an activity sheet and play money. Bank Clients conduct five transactions.

Students discover the difference between banks and credit unions. Using a local bank and credit union, they identify which one is better suited to fit their needs. They complete a Venn Diagram and share their information with the class to end the lesson.

Learners get a handle on theirown personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study about the Federal Reserve System, which oversees the nation's banks.