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Worksheet
Curated OER

Real Life Challenge ~ Budget

For Students 9th - 12th
In this consumer mathematics activity, students complete one month of budgeting by completing each of the statements with the appropriate information. Then they calculate their total expenses for the month minus their savings account...
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Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Grades 9-10

For Teachers 9th - 10th Standards
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.
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Lesson Plan
Curated OER

Affine Recurrence Plotter

For Teachers 6th - 10th
Learners use the on-line affine recurrence plotter to graph equations. They work on-line to create graphs of trout in a trout pond and savings account balances when interest is compounded over time. Links to the four one-day lessons are...
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Worksheet
Central New Mexico Community College

Percent Word Problems

For Students 5th - 8th Standards
Take young mathematicians' understanding of percents into the real world with this series of word problems. Involving a variety of contexts from calculating scores on math tests and savings account interest, to determining sale prices...
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Handout
Curated OER

Finance Formulas Review Sheet

For Students 9th - 12th
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 useful for many...
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Lesson Plan
Curated OER

Investing for the Future

For Teachers 12th
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.
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Lesson Plan
Curated OER

Addition and Subtraction: By Checkbook

For Teachers 7th - 8th
Students develop an understanding of the need for adding and subtraction skills in balancing a checkbook.
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Lesson Plan
1
1
Visa

Money Responsibility

For Teachers 3rd - 6th Standards
Introduce young learners to the important life skill of responsibly managing money and recording how much they spend and save. 
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Lesson Plan
2
2
Federal Reserve Bank

Saving and Investing for the Long Term

For Students 9th - 12th Standards
Create savvy investors with an activity that uses an online resource to allow individuals to invest in the stock market. The teacher is able to track activity and progress. Stock tips and strategies are shared.
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Lesson Plan
2
2
Federal Reserve Bank

Your Budget Plan

For Teachers 9th - 12th Standards
What do Whoosh and Jet Stream have in common? They are both characters in a fantastic game designed to help students identify various positive and negative spending behaviors. Through an engaging activity, worksheets, and discussion,...
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Lesson Plan
PricewaterhouseCoopers

Planning and Money Management: Financial Plan

For Teachers 9th - 12th
More planning goes into a budget than a high schooler thinks. Here, they learn about the expected expenses and incomes, along with outside factors such as natural disasters. Learners prepare their own budget and adjust it based on the...
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Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th
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 literacy...
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Lesson Plan
Curated OER

M&M Interesting

For Teachers 6th - 8th
Students examine the concepts of trade-offs and opportunity cost to decide between savings accounts with simple interest and those with compound interest. They calculate interest earned on account balances while working in groups and...
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Lesson Plan
Curated OER

Investing Money

For Teachers 6th
Sixth graders invest and track their pretend $3,000 over a period of time. They pretend to invest $1,000 each in stocks, $1,000 in a saving account, and $1,000 in some type of "metal."
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Lesson Plan
Curated OER

Savings Planning Using Tables, Line Graphs and Early Proportionality

For Teachers 4th - 7th
Students use proportional reasoning to make a chart of daily savings transactions and balances. In this accounting lesson, students read word problems and complete three handouts about a bidding and accounting problem. Students finish...
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Lesson Plan
Curated OER

Saving Strawberry Farm

For Teachers 3rd - 6th
Students explore U.S. History by analyzing the Great Depression. In this economic instability lesson plan, students read fictitious accounts of a farm dealing with the loss of a Strawberry Farm and discuss the reasons behind the loss....
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Lesson Plan
Curated OER

Business: Making a Budget

For Teachers 10th - 12th
Pupils plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
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Worksheet
Curated OER

Banking Basics Extension 3.3

For Students 6th - 7th
In this checking account register in the financial life of a teenager instructional activity, students read and solve word problems. Students solve 10 problems.
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Organizer
Curated OER

Family Profile Record Sheet

For Students 6th - 7th
In this math worksheet, students learn real world math applications for budgeting expenses in a simulated family. Students make a family profile with profession choice and monthly income. Students then fill out detailed budgets which...
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Lesson Plan
Curated OER

Income and Expenses

For Teachers 3rd - 7th
Students discuss income and expenses. In this lesson on money, students define income and expenses, after whith they keep track of their income and expense transactions on a basic ledger.
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Lesson Plan
Curated OER

Light Bulbs Save Energy

For Teachers 3rd - 6th
Students read a story called New Bulbs Provide More Light, Save Energyand answer vocabulary and comprehension questions about it. In this current events energy saving light bulb lesson plan, students respond to literature by answering...
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Lesson Plan
1
1
Federal Reserve Bank

Lesson 2: In the Aftermath

For Students 7th - 12th Standards
Don't wait for a crisis to get your finances together. An economics lesson demonstrates the importance of understanding crucial documents, banking basics, and financial tools with the focus on Hurricane Katrina in 2005 and its effects.
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Assessment
EngageNY

End-of-Module Assessment Task - Algebra 2 (Module 3)

For Teachers 10th - 12th Standards
The last installment of a 35-part series is an assessment task that covers the entire module. It is a summative assessment, giving information on how well pupils understand the concepts in the module.
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Lesson Plan
Curated OER

Banking on Family

For Teachers 6th - 8th
Students examine the meaning of a trust bank account. In this financial awareness lesson, students brainstorm ways they are trustworthy to their family and define the meaning of a trust bank account.

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