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Lesson Plan
Curated OER

Banking Role Play: Five Simple Banking Transactions

For Teachers 6th - 8th
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....
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Lesson Plan
Visa

Banking Services

For Teachers 7th - 10th Standards
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions. 
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Lesson Plan
Curated OER

Bank Role Play

For Teachers Higher Ed
Students practice making basic bank transactions while role-playing specific examples of etiquette and manners. In this banking role play for ESL students lesson, students go to a bank to deposit money. Students also withdraw money, cash...
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Worksheet
Curated OER

Advanced Crossword Puzzle - Banking

For Students 5th - 8th
In this banking crossword puzzle instructional activity, students use the 10 clues to fill in the blanks in the crossword puzzle with the appropriate answers.
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Lesson Plan
Curated OER

Unit 4: Money Management - Using Bank Services

For Teachers 8th - 12th
Students explore information about banking and banking services. They practice filling out deposits and withdrawal slips, transferring money and discover how money is transferred when making purchases. Students identify types of banks...
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Lesson Plan
Curated OER

What Is the Federal Reserve?

For Teachers 6th - 8th
Young scholars examine simple bank transactions. In this banking lesson, students analyze banking transactions such as deposits, loans, and how they hold reserves. They participate in simulations of the process of clearing a check and...
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Lesson Plan
Curated OER

Lesson 3: What Happens When a Bank Makes a Loan?

For Teachers 9th - 12th
Students role-play to show how bank loans made to people can have an impact on others in the community. In small groups, they analyze hypothetical loans, using flow charts or other diagrams to describe the probable impact of each.
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Lesson Plan
Beyond Benign

Final Budget

For Teachers 6th - 8th
Be sure you have enough money to build a house. The 14th lesson plan in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of...
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Lesson Plan
Curated OER

Checks and Balances

For Teachers 6th - 10th
Students examine how bank checks work and follow the "journey" of a written check. They discuss how transactional accounts work, identify and discuss the various parts of a check, and participate in a simulated business transaction...
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Worksheet
Curated OER

Internet Banking and Shopping

For Students 12th - Higher Ed
For this economics worksheet, students complete an internet banking and shopping activity. For example, students check their final balance of a given balance sheet and set up a monthly Council Tax payment.
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Lesson Plan
Curated OER

The Bank of Good Habits

For Teachers 7th - 12th
Students explore investing and saving. In this investing lesson plan, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a...
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Lesson Plan
Curated OER

Money, Banks, & Financial Institutions

For Teachers 10th - Higher Ed
Students engage in a study of financial institutions that includes the banking industry. They participate in a research study using different resources. They are introduced to the concept of bartering and how it is used as a replacement...
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Lesson Plan
Curated OER

Swiss Bank Accountability: Mock Trial

For Teachers 9th - 12th
Students use a variety of sources to construct a case defending and prosecuting the Swiss government for their role in Nazi gold transactions during World War II. They practice research techniques, persuasive writing and speaking.
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Lesson Plan
Curated OER

Banking Services

For Teachers 10th - 12th
Students analyze the banking services and complete related activities. In this banking instructional activity, students review the services available at a bank and interview people for about the banking services they use. Students shop...
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Lesson Plan
Illustrative Mathematics

Paying the Rent

For Teachers 8th - 12th Standards
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
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Lesson Plan
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EngageNY

The Power of Algebra—Finding Primes

For Students 10th - 12th Standards
Banks are responsible for keeping our financial information safe. Mathematics is what allows them to do just that! Pupils learn the math behind the cryptography that banks rely on. Using polynomial identities, learners reproduce the...
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Lesson Plan
Curated OER

Checkbook Math

For Teachers 12th
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
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Lesson Plan
Center for Literacy and Disability Studies

Personal Financial Literacy: Checking

For Teachers 10th Standards
After researching local banks and the checking account benefits offered by each, class members practice filling out a deposit slip, writing a check, and keeping a transaction register.
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Worksheet
Curated OER

Advanced Matching - Finances

For Students 9th - Higher Ed
In this financial terms instructional activity, students draw a line from the financial terms on the left to their matching meaning on the right. There are 15 terms and definitions to match up.
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Lesson Plan
Curated OER

Be the Kiwi: Money and Banking

For Teachers 6th - 8th
Students practice converting money systems and interest. In this money lesson, students convert U.S. and New Zealand dollars. Students also discuss international travel and money exchange rates.
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Lesson Plan
Curated OER

Accounting Monopoly

For Teachers 9th - 11th
Students use Monopoly to review the accounting cycle. They create their own transactions while playing Monopoly. Students produce the financial statements that will match the transactions of the game.
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Lesson Plan
Curated OER

Debit or Credit-You Decide

For Teachers 5th - 6th
Students identify the similarities and differences between an debit and credit card. In this debit or credit lesson plan, student explain the advantages and disadvantages of using cash and consumer credit to purchase good and services...
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Lesson Plan
Curated OER

A Lesson to Accompany "Benjamin Franklin and the Birth of a Paper Money Economy"

For Teachers 10th - Higher Ed
Students examine the role of money in the colonial economy by participating in a trading activity. In this colonial economy lesson plan, students complete an activity to learn about colonial trade and what happens when there is a lack of...
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Worksheet
Curated OER

Add and Subtract Integers Worksheet

For Students 6th - 7th
In this adding and subtracting integers worksheet, students review integer rules by completing 19 drill and practice questions. They work in pairs to compute the total left in a fictitious bank account after several withdrawals and...