Federal Reserve Bank
Cash the Check and Track the Dough
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your students to become financially independent and savvy adults, and explore all the intricacies of owning a bank...
Federal Reserve Bank
A Penny Saved
Budgeting, net vs. gross pay, savings, and fees are all key elements of personal financing and essential for your class members to learn about as young adults.
Practical Money Skills
Saving and Investing
Learn the difference between saving money and investing money, as well as the advantages and disadvantages of each. Kids review banking and personal finance terms before studying the different ways that people can reach their financial...
Curated OER
Financial Institution Comparison
Once learners are ready to choose a bank, how do they make a smart decision for their financial needs? Scholars help each other by jigsawing the research in groups. After introducing checking and savings accounts with the attached...
Curated OER
Savings Account, Bill Paying, and Money Order Skills
What do you do after you get a paycheck? Help your mildly disabled learners how to bank wisely with a guided-skills activity. They practice cashing checks, withdrawing money, paying bills, and procuring money orders. The entire learning...
Visa
Saving and Investing
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Curated OER
Buying New Stuff
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson plan would be of great value to your students. Things like bank checking account...
North Carolina Department of Public Instruction
What Is A Bank?
You're never too young to learn about banking and personal finance. Use a set of seven banking lessons to teach middle schoolers about checking and savings accounts, interest rates, loans and credit cards, and safety deposit boxes.
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...
Visa
Nothing But Net: Understanding Your Take Home Pay
Introduce your young adults to the important understanding that the money they receive from their paychecks is a net amount as a result of deductions from taxes. Other topics covered include federal, state, Medicare and social security...
Curated OER
Unit 4: Money Management - Using Bank Services
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...
Curated OER
Take It To the Bank
Examine how the economics of a school store relate to real world economics. Elementary students explore various websites, complete a Venn diagram, create a schedule of wages for the students, read the book "A Chair For My Mother" and...
Wells Fargo
Hands on Banking
What happens to your money between the time you make a bank deposit and the time you decide to spend it? Take middle schoolers and teens through the process of opening checking and savings accounts, creating a personal budget,...
Curated OER
Year 6: Word Problems
Engage your critical thinkers with a series of word problems that ask them to discuss their problem solving strategies. There are eight multi-step problems to solve, each problem includes the notes on the operation performed, the process...
Visa
A Plan for the Future: Making a Budget
From fixed and variable expenses to gross income and net pay, break down the key terms of budgeting with your young adults and help them develop their own plans for spending and saving.
Curated OER
Children's Literature Across the Curriculum Ideas-If You Made A Million
Students read If You Made A Million by David M. Schwartz. They complete a variety of cross-curricular activities surrounding the study of earning, saving and spending money. Included are reading, art, math, science, writing, social...
CCSS Math Activities
Smarter Balanced Sample Items: 6th Grade Math – Target G
Making money and saving money turn into high interest topics for sixth graders. Grade 6 Claim 1 Item Slide Shows use these topics in a presentation with math practice problems. The questions require applying knowledge of algebraic...
Practical Money Skills
Making Decisions
Money represents decisions: spending decisions, saving decisions, and investing decisions. Encourage young adults to think about the decisions they make with their money in a three-day unit about personal finance, consumer spending, and...
Curated OER
Shopping for Savings
Fourth graders calculate savings and identify the best value items from a list of products. They rotate through five studying stations, completing various math activities involving calculators and solving problems related to shopping...
Visa
Banking Services
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.
Curated OER
Addition and Subtraction: By Checkbook
Learners develop an understanding of the need for adding and subtraction skills in balancing a checkbook.
Council for Economic Education
You Can Bank On This! (Part 3)
Young scholars use a chart to show how gaining interest is a beneficial part of having a savings account. In this banking lesson plan, students also learn about the workings of an ATM and a checking account.
Curated OER
Banking
Students examine how a checking account enables them to record spending and keep a budget in balance. They discover how to write a check and fill out a bank deposit slip, and then how to balance a bank statement with a check register.
Consumer Action
Talking to Teens About Money
Your teenagers are probably very good at spending money, but how good are they at managing it? Teach class members about banking, checking accounts, interest rates, car insurance, and many other relevant concepts with a series of...