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.
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Checking Account - Reading Comprehension
In this reading comprehension worksheet, students will read a passage about opening a bank account and then determine the answer to five comprehension questions. In addition students will then evaluate the scenario presented and write...
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,...
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Opening your first bank account
Students investigate opening a bank account. In this secondary Consumer Mathematics lesson, students read A Guide to Your First Bank Account and take a short quiz on the information.
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Opening A Bank Account
Students identify the different types of accounts offered by local banks. Students review and define appropriate banking terms when opening an account. Working in pairs, students role play the proper way to open an account. This...
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A Lesson To Accompany "The First Bank of the United States: A Chapter in the History of Central Banking"
Here is an interesting topic. Learners examine the economics that led to the founding of the First Bank of America. They participate in a reader's theater experience depicting the debate between Alexander Hamilton and Thomas Jefferson...
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The Bank Account
Your algebra learners become bankers for a day as they explore compounding interest and the formula used to calculate the balance in a savings account. Questions guide the learners as they analyze the formula's parts and their connection...
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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...
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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...
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Accounting
Students create bank reconciliation spreadsheet. For this algebra lesson, students discuss the basics about business, money and bank accounts. They use a bank reconciliation statement correctly.
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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...
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Banking Basics Extension 3.3
In this checking account register in the financial life of a teenager worksheet, students read and solve word problems. Students solve 10 problems.
EngageNY
Real-World Positive and Negative Numbers and Zero
Class members investigate how positive and negative numbers are useful in the real world. Individuals first read a short passage and identify terms indicating positive and negative numbers. They consider situations involving positive...
Beyond Benign
Final Budget
Be sure you have enough money to build a house. The 14th lesson plan in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of...
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Checks and Balances
Students discuss elements of financial planning. In this personal finance lesson, students practice filling out personal banking information. Students conduct research using the Internet and a PowerPoint presentation to find out how to...
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Kinder Bakeshop
Students create a bakery where they sell cookies for a week. Students identify and interpret how to make their own money and deposit it into their bank accounts. Students also identify how to withdraw money from these accounts in order...
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What is Your Future Worth?
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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Check It Out
Pupils discuss the many processes involved with personal banking. They create their own budget based on their career choices. They also practice balancing a checkbook.
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Banking Services
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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ABC's of Banking
Students explore the concept of managing money. In this managing money lesson, students discuss how to write checks and keep an accurate check registry. Students discuss the importance and uses of debit cards and deposit forms.
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ADULT ESOL LESSON PLAN--Level 5--Time and Money
Students, after defining and reviewing the extensive list of vocabulary words on the board, examine various banking systems and terms (loans, interest rates, investments, mortgages, etc.). They also show mastery of this task by...
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Imagining China through Words
When Europeans first came back with tales of China, they provided vivid written accounts and minimal visual imput. This resulted in art rendered mostly from descriptive language. Learners explore this phenomena by listening to...
Texas Education Agency (TEA)
Financial Exchanges
It's time to cash in some chips and learn about financial literacy. Using the informative resource, scholars identify and evaluate different types of financial exchanges. Pupils then develop a new form of financial exchange and create a...
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Meet the Financial Institution Representative
Middle schoolers listen to a financial institution representative discuss how to open a savings account, and fill out an application for a new account. Students practice creating a savings deposit slip and determine the differences...