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.
Texas Education Agency (TEA)
Financial Planning in Business
It's all about the Benjamins! Scholars conduct research about a franchise to determine how much money they need for a startup business and create a PowerPoint to share what they found. Also, they design an informative brochure to show...
Curated OER
Accounting -- Financial Statements for a Partnership
Students engage in an introduction of financial statements for a partnership set up as a merchandising business. They review the need of financial statements and how to effectively read/use financial statements.
Curated OER
Financial Statements For A Proprietorship
Students are introduced to how to successfully set up a propietorship. Individually, they complete a pre- and post-quiz to determine how much they know about the material. To end the lesson, they practice reading a financial statement...
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
Banking on Debit Cards
What are the advantages and disadvantages of using a credit card versus a debit card? What are the costs of using a debit card irresponsibly? Here you'll find a lesson on key concepts that every learner should know regarding personal...
Federal Reserve Bank
Lesson 3: A Fresh Start
The members of your economics class may be busy earning graduation credits, but the credit they should be concerned about is their financial credit. The third activity in a unit about Hurricane Katrina and other events that can result in...
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.
Practical Money Skills
Buying a Home
Guide high schoolers through the process of buying a house with a simulation lesson. As pupils learn about mortgages, renting versus buying, and home inspections, they discuss ways to make informed financial decisions and sound purchases.
National Energy Education Development Project
Great Energy Debate
If someone yelled for eight years and eight months, they could produce enough energy to heat one cup of coffee. A lesson on energy encourages scholars to research 10 different energy sources in groups before playing a game. Twenty...
Curated OER
Accounting Monopoly
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.
Curated OER
There's No Accountin with Ledgers
Tenth graders create and maintain a ledger, write an essay for the process, and learn to keep financial accounts through the ledger. In this ledger lesson, 10th graders define an accounting ledger and create one for the money they've...
Visa
Kindness Counts: Understanding Charitable Giving
Financial literacy is generally focused on personal spending and saving, but consider an opportunity to talk to your pupils about how charitable giving can also factor into money management and how it can enhance life for both oneself...
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
Levies don't pass...and schools cut costs
Students collect financial statements from the district and study how money is spent now. They interview the superintendent, school board members and/or the district's financial officer.
Curated OER
Cutting athletics = cutting scholarship chances
Students collect financial statements from the district and find out what, if anything,is cut from athletics. Students investigate how many hope to use athletic scholarships next fall. Students interview students, their parents and...
Curated OER
Managing Your Finances
Students practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This lesson is intended for students acquiring English.
Curated OER
Financial Literacy - Financial Institutions
Learners discuss money management, financial institutions, services offered by the various financial institutions, advantages and disadvantages of each type of institution.
Curated OER
Preparing an Income Statement
Tenth graders discuss the contents of income statements. In this accounting instructional activity, 10th graders are introduced to the parts of an income statement. Students practice filling out the four parts of an income statement,...
Curated OER
Financial Plans
Students create an economic system based on responsibility and caring. In this economics and character lesson, students receive Character Currency and practice using the money for a good cause. Students brainstorm charities they would...
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.
Visa
Credit Cards
Choosing your first credit card can often be an intimidating and confusing experience for young adults. Give your pupils the foundational knowledge they need for tackling this process head-on, including learning to distinguish different...
Curated OER
Budget Finances
Students role play the role of a recent graduate of high school living on their own. Using play money, they are given one month's salary and they discover they own their own house or apartment and owe money on a car loan. They develop...
Federal Reserve Bank
Credit Cards - A Package Deal
Arm your learners with the information they will need to make smart decisions regarding credit cards and personal savings.