PwC Financial Literacy
Saving and Investing: Investing for the Future
A fine lesson on saving and investing is here for you and your middle schoolers. In it, learners explore the values of time and money, and discover how small amounts of money invested over time can grow into a large "pot of gold." They...
Conneticut Department of Education
Personal Finance Project Resource Book
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
Practical Money Skills
Saving and Investing
You have to have money to make money, especially in the world of banking and investments. High schoolers learn about interest rates, saving and investment options, and ways to stay aware of their money's security and earning ability with...
Carolina K-12
Personal Financial Literacy: Saving and Investing
When should you save, and when should you invest? In considering this question, your class members will also learn about the time value of money, inflation, compounded interest, and income/growth investments. The resource also outlines...
Curated OER
What Can You Do With Money?
Students watch a Biz Kidz video about money, learn what they can do with money, and fill out worksheets on what they learn. Students learn about spending, saving, donating, and investing.
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
Investing Money
Sixth graders participate in an simulated investment activity. They examine the purpose of different types of investments before they predict which will be the most successful. Finally, they simulate investing $1,000 in stocks, $1,000 in...
Curated OER
Investing Money
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."
Curated OER
Making Money Work For You
Students differentiate between saving and investing money. In this algebra instructional activity, students compare different investment options, recognizing the risks and rewards of investing and integrate investing into their financial...
Visa
A Way to Wealth: Understanding Interest and Investments
Money motivates! Help young bankers understand how math plays a part in investing. Give learners math practice while instilling real-world financial literacy skills.
Curated OER
Doubling Your Money
Your young financial geniuses explore the Rule of 70 as they analyze the exponential function that models the doubling time of investments.
Curated OER
Comparing Investments
Money, money, money. A complete lesson that makes use of different representations of simple and compound interest, including written scenarios, tables, graphs, and equations to highlight similarities and differences between linear and...
Visa
Buy, Sell or Hold?: An Overview of Investing
Break down the often-daunting topic of the stock market with this resource, in which pupils learn basic terminology regarding buying and selling stocks, as well as the factors that influence how much return individuals can receive on...
Curated OER
Saving and Investing
Fifth graders participate in activities to promote understanding of investing and saving. In this saving and investing lesson, 5th graders design a portfolio, play a card game and write a skit about the importance of investing.
Curated OER
Money and Credit: Making Good Decisions
Students participate in activities that teach them how to manage money. In this managing money lesson plan, students set long and short term goals for economic success by having discussions, identifying benefits of saving, and...
Curated OER
Stock Market Math
Students calculate commission for a stock transaction through a broker using the relationship between percentages and decimals. They decide which stocks are preferable based on the price to earnings ratios listed on the stock market quotes.
Curated OER
Dollars and Sense
Fourth graders read "Starting a Business" and answer the question: "How could you design an ad to let the community know about the business described in the story?" Then, they illustrate a written ad that could be posted in the...
SaveandInvest.org
Introduction to Earning Interest: Middle School
Does your bank pay you for allowing them to hold your money? Class members research three different ways they can earn money using money already in the bank. Topics include certificates of deposit, statement savings accounts, and money...
Curated OER
Money Math
Learners explore the use of money in daily life. Through activities and real-life simulations, students write and balance a checkbook, explore the importance of budgeting, saving, and expenses. Using spreadsheet technology, they examine...
Curated OER
I Can Buy Anything I Want: Consumer Debt and Social Responsibility
A clear, comprehensive overview of consumer debt, credit, interest, international currency, and social responsibility, this 45-minute session falters in the application stage. You'll need to create a way for learners to demonstrate their...
Curated OER
How Do You Double Your Money?
Students understand how to calculate the return on investments for various rates and lengths. Also, they compare their results with the StocksQuest Calculator, which lists calculations year by year.
Curated OER
Does My hair Disrupt Your Learning?
Students use the internet to research ways to save and earn money. They interview bankers and financial counselors to discover different types of investments. Students create public service announcements to inform their classmates of...
SaveandInvest.org
Introduction to Earning Interest: Grades 9-10
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.
SaveandInvest.org
Introduction to Earning Interest: Grades 11-12
Does your bank pay you for allowing them to hold your money? Class members investigate three different ways money can make more money. Topics include certificates of deposit, statement savings accounts, and money market accounts. This...