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Activity
Conneticut Department of Education

Personal Finance Project Resource Book

For Teachers 6th - 12th
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...
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Assessment
DECA

Sample Exam: Personal Financial Literacy

For Students 11th - 12th
Looking for a way to assess pupils' personal financial literacy? A 100-question, multiple-choice exam provides a good understanding of what class members already know and need to know about personal finance. 
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Lesson Plan
EngageNY

Markup and Markdown Problems

For Teachers 7th Standards
There is a 100 percent chance this resource will help pupils connect percents to financial literacy. Young mathematicians use their knowledge of percents to find markups and markdowns in financial situations in the seventh segment in a...
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Lesson Plan
2
2
Federal Reserve Bank

Financial Goals

For Students 9th - 12th Standards
Do you have financial goals? How will you make them happen? Help your pupils answer these questions through this interactive project. They create goals and a plan for reaching them as one of many high school algebra projects.
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Lesson Plan
2
2
Federal Reserve Bank

Important Financial Documents

For Students 9th - 12th Standards
Emergencies usually come by surprise — preparation is key. Help to reduce anxiety of the unknown by having a financial plan in place for when they arise. Important documents are gathered and action plans are documented.
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Worksheet
Curated OER

Economics: Supply, Demand & Personal Finance

For Students 11th - 12th
In this Economics/Personal financial literacy activity, learners use USA Today to find article, photos, charts, or graphics related to events that are affecting the prices of different products and services.  Students answer questions...
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Worksheet
Curated OER

Advanced Matching - Finances

For Students 9th - Higher Ed
In 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.
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Lesson Plan
2
2
Federal Reserve Bank

Expense Tracking

For Students 9th - 12th Standards
Where does all your money go? Individuals keep a record of the money they spend over the course of 30 days. They then categorize where they are spending their money and write an essay detailing their findings.
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Lesson Plan
Illustrative Mathematics

Setting Goals

For Teachers 6th - 8th Standards
Setting financial goals is a common occurrence in middle school that your learners can practice using this activity. They will be able to solve for how many hours Seth needs to work to save up for a skateboard, helmet, and trip. The...
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Activity
Curated OER

Carnival Tickets

For Teachers 3rd - 5th Standards
A great subtraction and division discovery opportunity for young mathematicians, this learning task involves seven word problems that require multiple steps. Learners use a math table to persevere in solving problems that are supported...
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Handout
Safe Teens

Teen Game Plan

For Students 7th - 12th
Don't let the teenagers in your class begin their life without a plan. A brief but inclusive booklet takes high schoolers thorough various aspects of their lives, including financial literacy, vaccinations, and sexual health, and lets...
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Worksheet
Curated OER

Credit Inventory

For Students 4th - 6th
In this money management worksheet, students read a paragraph regarding credit and then respond to 6 short answer questions regarding credit.
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Worksheet
Curated OER

Visual 1: The Cost of Credit

For Students 4th - 6th
In this money management worksheet, students examine an advertisement for a bike and respond to 3 questions that require them to calculate percentages
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Lesson Plan
Federal Reserve Bank

Financial Fables: Shopping Wisely with Olivia Owl

For Teachers K - 5th Standards
Cover two subjects with one lesson! First, dive into English language arts; read an eBook, answer comprehension questions, and complete a cause and effect chart about the financial fable, Shopping Wisely with Olivia Owl. Then, take a...
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Worksheet
Curated OER

Money Worksheet

For Students 8th - 12th
In this personal finance worksheet, students use their problem solving skills to calculate exchange rates and practice writing checks.
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Worksheet
Curated OER

Interest Rate Assignment

For Students 9th - 12th
In this personal finance worksheet, students use their problem solving skills to calculate interest rates for loans of different lengths of time.
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Organizer
Curated OER

Buying and Owning a Home: Monthly Budget Worksheet

For Students 7th - 12th
In this personal finance worksheet, students complete the graphic organizer as they chart the 40 listed monthly expenses for 2 months.
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Activity
Curated OER

Visiting the Arcade

For Teachers 2nd Standards
Second graders take a trip to the arcade in an activity that engages them in problem solving with money. Composed of three word problems, youngsters are instructed to determine various combinations to represent a given value by using...
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Worksheet
Curated OER

Breaking News English: Breaking News English: British Royal Finances Online

For Students 5th - 10th
In this English worksheet, students read "British Royal Finances Online," and then respond to 47 fill in the blank, 7 short answer, 20 matching, and 8 true or false questions about the selection.
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Lesson Plan
2
2
Federal Reserve Bank

Cash Flow and Balance Sheets

For Students 9th - 12th Standards
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.
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Lesson Plan
Curated OER

The Class Trip

For Teachers 3rd - 5th Standards
Mrs. Moore's class is trying to earn money for a trip to the science museum, but how much more do they need? Solve this problem with your own class as they develop their ability to model real-life situations algebraically. As an added...
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Worksheet
Curated OER

Budget Worksheet

For Students 10th - Higher Ed
In this student budget worksheet, students fill in their incomes as well as their individual payments per month to chart where their money goes each month.
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Lesson Plan
2
2
Federal Reserve Bank

Retirement Planning

For Teachers 9th - 12th Standards
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age. 
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Lesson Plan
2
2
Federal Reserve Bank

Creating a Budget

For Students 9th - 12th Standards
Learning to create and maintain a budget is an important life skill. Guide individuals in the discovery of their spending habits and how to track them. They then use what they learned to create a budget and make decisions on where they...