Wells Fargo
Hands on Banking
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial literacy...
Practical Money Skills
Making Decisions
Money represents decisions: spending decisions, saving decisions, and investing decisions. Encourage young adults to think about the decisions they make with their money in a three-day unit about personal finance, consumer spending, and...
Learning to Give
Five Thousand Dollars!
How does consumerism affect global poverty? Upper graders find out about cost benefit, wants and needs, and making good consumer choices as they explore this global topic. They role-play an impulse spending experience and work through...
Curated OER
The Bank of Good Habits
Students explore investing and saving. In this investing lesson, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a quiz, and...
Curated OER
Building Wealth
Students explore budgeting. in this building wealth lesson, students examine ways to invest and save money. They set financial goals and determine methods to reach the goals. Students discuss managing debt, credit reports and credit...
Curated OER
Lesson 2: Savings Accounts and U.S. Savings Bonds
Students explore the importance of savings accounts and U.S. Savings Bonds. They study the concept of simple interest through a math activity.
Curated OER
Savings and Stocks
Work together to brainstorm answers to different questions related to the savings of American people. Draw a bar graph representing stocks. Practice using new economic terms as well.
Curated OER
My Bank, My Budget, My Decisions
Students 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.
Curated OER
Retirement: Show Me the Money!
Students explore the concept of retirement finances. In this retirement finances lesson, students discuss what it means to save, invest, risk, or the time value of money. Students play the stock market game. Students interview a parent...
Curated OER
Investing
Students collect data on investments and draw conclusions. In this algebra lesson, students analyze exponential graphs as they relate to money. They discuss the cause of an account balance being high or low.
Curated OER
Invest in Yourself
Students develop the concept of finances. In this finance lesson plan, students watch a video called, "Moving Out." Students calculate the finances of a character in the video. Students experience various budget scenarios such as...
Curated OER
FINANCE AND RESPONSIBLE LENDING.
Students study the role of banks, lending and their services. In this analysis lesson plan, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.
Curated OER
Credit Interview
Student determine a safe debt load. In this credit interview activity, learners explore the importance of budgeting, saving and investing. They examine the pros and cons of using a credit card. Students discuss how to build credit, apply...
Federal Reserve Bank
Retirement Planning
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.
PricewaterhouseCoopers
Planning and Money Management: Financial Plan
More planning goes into a budget than a high schooler thinks. Here, they learn about the expected expenses and incomes, along with outside factors such as natural disasters. Learners prepare their own budget and adjust it based on the...
PricewaterhouseCoopers
Credit and Debt: Decisions, Decisions...
Borrowing money seems like a great idea until you are in over your head. High schoolers learn the benefits and risks associated with credit and how to be a responsible borrower. More than just credit cards, they learn trustworthiness is...
Curated OER
Where Do We Get the Money We Spend?
Young scholars discuss the sources of income for people in their community. They examine why different jobs are paid different wages. They also classify productive resources in the economy.
Curated OER
Streetfilms' Moving Beyond the Automobile
This is an exceptional series that you can use in an environmental or engineering unit. There are four lessons: "Sustainable Transportation," "Designing for Safety," "Changing the Landscape," and "Engaging in Policy." Each instructional...
Curated OER
How Does the Stock Market Really Work?
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.
Curated OER
FILLING EMPTY POCKETS: BORROWING, LOANS AND CREDIT.
Students learn that maintaining financial security takes a good math understanding. In this lesson, students apply mathematical formulas to make important financial decisions like getting the right loan to buy a house, decide which...
Curated OER
Learning to Spend, Learning to Give
Middle schoolers explore the concept of personal finances. In this personal finances lesson plan, students identify their income and expenses. Middle schoolers create a budget for their spending, saving, investing, and donating habits....
Curated OER
Banking on the Future
Students solve problems involving interest. In this investing lesson, students investigate the pros and cons of investing in a bank account and stocks. They differentiate between aggressive and conservative investments.
Curated OER
Dot-Com Gives Small Investors a Leg Up
Pupils explore the concept of investing in stocks. In this investing in stocks lesson, students discuss how on-line stock traders have helped people save money. Pupils discuss ways in which companies can make a product or service more...
Curated OER
Earning a buck? and stretching it?
Pupils write a feature article and create a visual display explaining how teens can save or invest their money wisely. They research ways to earn interest in today's economy, even if you don't have much money. Students use Internet...