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Lesson Plan
Carolina K-12

Personal Financial Literacy: Saving and Investing

For Teachers 10th Standards
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...
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Lesson Plan
Curated OER

Unit on Globalization and Foreign Investment

For Teachers 12th
Twelfth graders examine the role of investment in an economy. They compare and contrast the different types of foreign investments. They also examine the differences between foreign direct investments and foreign portfolio investments.
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Lesson Plan
Curated OER

Return On Investment

For Teachers 7th - 8th
Students engage in a lesson introducing them to the concept of return on investment, or ROI. Return on investment is a basic principle that should be understood before investing money.
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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
Curated OER

What is Your Future Worth?

For Teachers 5th - Higher Ed
Students use the "StocksQuest Calculator" to calculate the future value of an investment. They compare and contrast investing in the S&P 500 to CDs, T-bonds or bank accounts.
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Lesson Plan
Curated OER

My Bank, My Budget, My Decisions!

For Teachers 3rd - 5th
Students build a budget. For this philanthropy lesson, students write a personal budget that includes spending, saving, investing, and donating. Student philanthropists donate money to charities.
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PPT
Curated OER

Blood and Circulation

For Teachers 7th - 10th
Whether you use this to lecture on the circulatory system, or assign it for individuals to view, you will be pleased with this PowerPoint. The author invested a lot of time to make it educational, but also entertaining with humorous...
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Worksheet
Curated OER

Investment Meaning Groups

For Students 10th - 12th
In this business activity, students categorize twenty one collocates with six categories such as companies and institutions.
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Lesson Plan
Curated OER

Banking on the Future: Penny Drive

For Teachers 4th - 6th
Students study why philanthropy is needed and learn to complete a penny drive. In this philanthropy lesson, students learn the need to invest money for future purposes and identify a cause in the community to hold a penny drive for.
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Lesson Plan
Curated OER

"Golden" Years?

For Teachers 6th - 12th
The Golden Years? Upper graders may think retirement is a long way off, but in life everything is just around the corner. They consider what it means to retire and the current trend of parents working for their Students. They research...
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Lesson Plan
Curated OER

Interesting Interest Rates

For Teachers 9th - 12th Standards
Your young bankers compare earning interest accumulated yearly and monthly to decide which method most increases their balance. Using an exponential function to model the bank balance affords the learners more practice connecting these...
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Lesson Plan
Federal Reserve Bank

Journey to Jo’burg: A South African Story

For Teachers 6th - 8th Standards
How did South African apartheid affect the ability of people of color to increase their human capital? Here is a rich lesson in which learners come to understand the relationship between investment in human capital and income, while also...
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Lesson Plan
Curated OER

How Does the Stock Market Really Work?

For Teachers 8th - 11th
Investigate the stock market as it relates to the business world. Young scholars investigate ways to invest their money for the future. They make a presentation and discuss their findings with the class.
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Lesson Plan
Curated OER

Causes of America's Great Depression

For Teachers 9th - 12th
High schoolers identify principal causes of the Great Depression. They analyze causes including a decline in worldwide trade, the stock market crash, and bank failures and explain the legacy of the Depression in American society.
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Lesson Plan
Curated OER

You Can Bank On It!

For Teachers 7th - 10th
Students study the role of the Federal Reserve System as it relates to the supply of money and the availability of credit. They complete a web questionnaires from the research they conduct.
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Lesson Plan
Curated OER

My Bank, My Budget, My Decisions

For Teachers K - 2nd
Young scholars create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.
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Handout
Federal Reserve Bank

Wait, Is Saving Good or Bad? The Paradox of Thrift

For Students 9th - 12th Standards
Could saving really harm the economy? Discover the paradox of thrift and how decreases in consumption can affect economic recovery and various markets and industries.
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Lesson Plan
Council for Economic Education

The Economics of Income: If You’re So Smart, Why Aren't You Rich?

For Teachers 9th - 12th Standards
If basketball players make more than teachers, why shouldn't learners all aspire to play in the NBA? Unraveling the cost and benefits of education and future economic success can be tricky. Economic data, real-life cases, and some...
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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

Reno's Dilemma

For Teachers 9th - 12th
Students analyze information to determine good and bad debt. They calculate percentages when given interest and return on investment information. They also analyze positive and negative debt/return information to determine the preferred...
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Lesson Plan
Curated OER

How Do You Profit From Trading Stocks?

For Teachers 7th - 12th
Students see how to calculate the gains and losses of their stock portfolios. They use basic math skills in calculating their stock investment the old-fashioned way.
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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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Lesson Plan
Curated OER

"Breadline": The Great Depression Causes, Consequences and Recovery

For Teachers 5th - 8th
Young scholars compare prices of popular items of late 1920s to cost of those items presently, determine which companies are best in which to invest, analyze causes and consequences of stock market crash of 1929, and evaluate...
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Lesson Plan
Curated OER

The Business of Interest

For Teachers 7th - 12th
Students learn about finance and money management and use math to solve problems, communicate, and explore real life situations as they deal with banks. In this financial management lesson, students apply their math skills to real life...