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Handout
Curated OER

Finance Formulas Review Sheet

For Students 9th - 12th
Keep your finances straight—more like finance formulas straight—with a well-organized formula guide full of everything you need. Starting with simple interest and ending with future and present value, this sheet can be useful for many...
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Handout
Mt. San Antonio Collage

Exponential Growth and Decay

For Students 9th - 12th Standards
Start with the basics and move up the exponential ladder to master a variety of problem-solving and application problems. The problems are heavy on exponential growth and decay, compound interest, and natural log.  
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Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Middle School

For Teachers 6th - 8th Standards
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...
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Lesson Plan
PricewaterhouseCoopers

Saving and Investing: Building Wealth for Financially-Secure Futures

For Teachers 9th - 12th
While spending is fun, saving for a retirement is the future. Young adults learn about the importance of saving and different opportunities to do so during their adulthood. 
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Lesson Plan
PwC Financial Literacy

Buying a Home: Terms of a Mortgage

For Teachers 6th - 8th
Buying a home, dealing with a lender, securing a mortgage; these are daunting tasks for many adults. Why not teach middle schoolers about this area of adulthood so they are better-prepared to make the leap into home ownership when they...
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Lesson Plan
Curated OER

Money Math Lessons for Life

For Teachers 7th - 9th
An outstanding instructional activity on financial literacy is here for you. Learners are presented with six scenarios, then compute the amount of savings they will have in their accounts. They complete a series of exercises designed to...
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Unit Plan
Beyond Benign

All A Loan

For Teachers 6th - 8th
When designing a house, it's important to know about percents. Through a series of three lessons, scholars first review percentages through an activity involving M&Ms and then apply that knowledge to calculate compound interest and...
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Worksheet
2
2
Flipped Math

Unit 7 Review: Exponential Functions

For Students 9th - 12th Standards
Take a break from learning new information and take time to review. Scholars review the unit by completing some practice problems. They rewrite expressions using exponents, solve exponential equations, graph exponential functions,...
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Unit Plan
Radford University

Surviving the Month

For Students 9th - 12th
Pupils create budgets based upon family expenditures. They determine what the monthly payments will be for buying a car and a house based on compound interest for the total amount. 
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Assessment
Concord Consortium

Smart Money

For Students 5th - 7th Standards
Watch the money grow daily. Scholars tackle a problem to determine how much money they will have if a dollar grows at 10 percent compounded daily after a month. Using that knowledge, learners notice the difference between varying savings...
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Assessment
1
1
CCSS Math Activities

Smarter Balanced Sample Items: High School Math – Claim 4

For Teachers 9th - 12th Standards
What is the appropriate model? Sample problems show the extent of the Smarter Balanced assessments Claim 4, Modeling and Data Analysis. Items provide pupils the opportunity to use mathematical modeling to arrive at a reasonable answer....
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Activity
5280 Math

Interesting Times

For Teachers 10th - 12th Standards
Gain a little interest in functions with a real-life task. Young scholars analyze home loan data with a geometric sequence and series. They use the models to make predictions about the total loan payments at certain intervals in a useful...
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Lesson Plan
Project Maths

Introduction to e

For Teachers 9th - 12th Standards
First there was pi and now there's e. A discovery-based lesson helps learners find a pattern in compound interest as the compounding period changes. Their investigation results in the discovery of the number e. The lesson is the first in...
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Lesson Plan
Council for Economic Education

Loan Amortization - Mortgage

For Teachers 9th - 12th Standards
When you buy a home for $100,000, you pay $100,000—right?  On the list of important things for individuals to understand, the lesson presents the concept of interest rates and loan amortization using spreadsheets and online sources....
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Interactive
CK-12 Foundation

Continuous Interest

For Students 10th - 12th
Continue teaching your financial scholars about interest. A slider interactive has users investigate the growth of an account earning continuous interest. A set of challenge questions has them solve problems given a variety of situations.
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Interactive
CK-12 Foundation

Compound Interest per Period: Credit Card Payment

For Students 10th - 12th
Credit cards can be convenient, but are they worth it? Future consumers learn about compound interest and credit card payments. They use an interactive to create a table that shows the remaining balance after each month.
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Interactive
CK-12 Foundation

APR and APY: APR vs. APY

For Students 10th - 12th
Who wins the battle of the interest rates? Scholars use an interactive to investigate three different bank rates. Comparing APR and APY lets them see how nominal and effective rates differ.
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Lesson Plan
Federal Reserve Bank

Financial Literacy Infographic Scavenger Hunt

For Students 9th - 12th Standards
A instructional activity in personal finance can be the most valuable part of a high school education. Connect the basics of banking with informational reading skills in a instructional activity that prompts teenagers to answer a series...
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Assessment
Mathed Up!

Compound Interest and Depreciation

For Students 8th - 11th
Discover how to find the value of an interest-bearing account. Individuals watch a video to learn how to use exponential functions to model compound interest. After the video, they complete a worksheet of problems on compound interest.
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Assessment
EngageNY

End-of-Module Assessment Task - Algebra 2 (Module 3)

For Teachers 10th - 12th Standards
The last installment of a 35-part series is an assessment task that covers the entire module. It is a summative assessment, giving information on how well pupils understand the concepts in the module.
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Lesson Plan
EngageNY

Buying a Car

For Teachers 10th - 12th Standards
Future car owners use geometric sums to calculate payments for a car loan in the 31st installment of a 35-part module. These same concepts provide the basis for calculating annuity payments.
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Lesson Plan
EngageNY

Percent Rate of Change

For Teachers 10th - 12th Standards
If mathematicians know the secret to compound interest, why aren't more of them rich? Young mathematicians explore compound interest with exponential functions in the twenty-seventh installment of a 35-part module. They calculate future...
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Lesson Plan
West Contra Costa Unified School District

Interest and the Number e

For Teachers 10th - 12th Standards
Mary, Mary, quite continuously, how does your money grow? Uses examples to examine the difference between simple interest and compound interest, and to take a look at different rates of compounding. Learners explore what would happen as...
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Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Grades 11-12

For Teachers 11th - 12th Standards
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...