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212 Financial advisers Lesson Plans

Showing 1 - 10 of 212

Grade Range
9th - 12th
Rating
4 Stars

Students explore planning for the future after they graduate from high school. Full Review »

Grade Range
9th - 12th
Rating
4 Stars

Students simulate the role of financial advisers, developing a financial investment portfolio for clients using Internet resources and analyzing various saving options. They track the portfolio for several weeks and evaluate their investment strategies. Full Review »

Grade Range
3rd - 5th
Rating
5 Stars

Students examine the financial committment to running a campaign. They discuss the difference between electroal and popular votes. They realize how involved a political campaign is! Full Review »

Grade Range
7th - 9th
Rating
3 Stars

Students examine the characteristics of being a senior citizen in today's society. In groups, they develop a list of stereotypes associated with senior citizens. They use the internet to research their financial situtation, proper nutrition, housing and self-image concerns. To end the lesson, they compare and contrast their lives to a senior citizen. Full Review »

Grade Range
6th - 8th
Rating
4 Stars

Students design and construct an edible rover using various types of candy and frosting. They discuss how NASA develops and sends a Mars rover, identify parts of the rover, develop a financial budget and design a Mars rover, complete various worksheets, and build their candy rover. Full Review »

Grade Range
9th - 12th
Rating
3 Stars

Students examine trade-offs and profit maximization decisions in the case study of Kaiser Aluminum. The define related economic terms and explain the role that factors such as costs versus revenues play in making business decisions. Finally, they role-play as economists advising the company on business choices. Full Review »

Grade Range
9th - 10th
Rating
4 Stars

Students investigate the various options open to them in terms of managing and increasing their personal finances. Given a scenario, students write a two page report uoulining the financial crisis and the most appropriate solution for managing finances and acquiring financial services. Full Review »

Grade Range
11th
Rating
4 Stars

Students assume the role of a financial adviser analyzing the financial situation and making recommendations for a family wanting to purchase a house. Students compile a financial report with an analysis of the family's financial situation, one-time costs when purchasing a house, a recommended down payment, monthly expenses, mortgage payments based on interest rates and amortization periods, and a recommendation for an appropriate mortgage. Full Review »

Grade Range
8th - 10th
Rating
3 Stars

Students research possible careers. They determine typical starting income for the career. Using collected information, students develop a budget for their starting income. Students consider car payments and research the process of purchasing a home. Full Review »

Grade Range
10th - 12th
Rating
4 Stars

Students are introduced to the concepts of net worth and budgets. In groups, they discover how to properly store their financial records in an organized fashion and determining their valuable papers. To end the lesson, they practice calculating their net worth and how to own property. Full Review »