Curated OER
A Guide to Financial Analysis
Knowing good project management means knowing how to conduct good financial analysis. Learner are introduced to the ins and outs of financial planning as it relates to cost, benefit, and project capital investment.
Federal Reserve Bank
Cash Flow and Balance Sheets
What is your car worth? How much do you owe? Individuals create their personal cash flow and balance sheets. They learn the difference between an asset and liability using their personal information to complete the activity.
Federal Reserve Bank
Quantitative Easing Explained
Dig deeper into the financial crisis of 2008 in the United States and actions taken by the federal government, including the bailouts and purchase of institutions as Fannie Mae and Freddie Mac, to bolster financial market conditions.
Curated OER
Bottom-Line Personal Finance Myths
Students investigate the concept of personal finance. They take a look at some of the misconceptions that surround many financial responsibilities. Students examine statistics and other factors in order to comprehend sound principles...
Visa
The Cost of College: Financing Your Education
With college tuition at an all-time high, high school learners must consider the financial obligations of attending higher education, as well as the impact of college on future career opportunities. Pupils will complete worksheets,...
Curated OER
Selecting Lower Priced Grocery Items
As adults, most individuals with special needs must live on a budget. Provide them with money management skills by teaching your class how to make price comparisons while shopping at the grocery store. They work through a series of...
Curated OER
Advanced Matching - Finances
For this financial terms worksheet, 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.
Curated OER
Identity Theft & Consumer Protection
This presentation discusses two very important consumer-related topics: identity theft and financial contracts. The first part of the slide show illuminates ways in which personal information can be stolen and used for fraudulent...
Curated OER
Family Faces a Real Struggle In Saving Money For College
Explore the concept of savings with your high schoolers. They read an article about saving money for retirement and as a way to pay for college. They discuss the financial needs of the family in the article in regards to saving for...
Visa
Smooth Sailing: Exploring Insurance and Estate Planning
While purchasing insurance and estate planning may seem like a rather irrelevant topic for high school students, introducing this concept now can help your learners develop a solid foundation of financial literacy that will support...
Council for Economic Education
Understanding a Balance Sheet
Read any financial website or book, and it is bound to discuss the words asset and liability. But what do these words actually mean to the class? The resource effectively explains by using multiple formats and techniques, including...
Curated OER
Cashing a Check and Using an ATM
Banking is a key skill all individuals should practice. Provide a hands-on exercise to encourage the proper method of writing a check and using an ATM. The lesson prompts special needs students with full assistance until mastery is...
Curated OER
SPENDING: Maintaining the Skill of Money
Fourth graders explore the concept of maintaining money. In this personal finance lesson, 4th graders earn "money" for cleaning their classroom desks. Students spend the "money" in the classroom and practice making change.
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...
Curated OER
Jesse's Big Change
High schoolers explain assets, liabilities and expenses. They record information on income statements and balance sheets and brainstorm opportunities to make money work for them.
Curated OER
Financial Literacy - Insurance and Risk Management
Students examine how insurance and risk management can protect people from unnecessary financial loss.
EngageNY
The Mathematics Behind a Structured Savings Plan
Make your money work for you. Future economists learn how to apply sigma notation and how to calculate the sum of a finite geometric series. The skill is essential in determining the future value of a structured savings plan with...
Curated OER
The Art of Budgeting
Students create a plan to achieve personal and financial goals. In this budgeting goals lesson, students identify their sources of income and discuss being financially independent. Students record their monthly expenditures and present a...
Curated OER
The Good Life
Students explore the world of credit. In this finance lesson, students examine the use of credit and discuss financial fitness. Students create a brochure or poster to educate others on the types of credit and how to stay financially fit.
Curated OER
Values Auction
Students assess what they value and participate in a class auction. In this financial values lesson, students complete a budget activity and use play money to participate in an auction. Students complete a related worksheet and take a...
Curated OER
Living on a Fixed Income
Students examine living on a fixed income. For this financial analysis lesson, students discuss living on a fixed income and discuss wants and needs. Students research money saving tips and create a PowerPoint about the topic. Students...
Curated OER
The Art of Budgeting
In this budgeting activity, students complete 15 pages of activities to help them set financial goals and complete budgeting activities.
Curated OER
Unit Pricing
Students explore unit pricing to determine the best buy for their money. In this personal finance lesson plan, students calculate cost per wear examples and create a list of criteria for picking clothes. Students visit a story and use...
Federal Reserve Bank
The Fed - Helping Keep Banks Safe and Sound
What does an examiner look for when analyzing a bank's financial condition? In addition to learning about the 5-Cs for reviewing loans and CAMELS (capital, assets, management, earnings, liquidity, and sensitivity to risk), your learners...