Lesson Plan
PwC Financial Literacy

Saving and Investing: Investing for the Future

For Teachers 6th - 8th
A fine lesson on saving and investing is here for you and your middle schoolers. In it, learners explore the values of time and money, and discover how small amounts of money invested over time can grow into a large "pot of gold." They...
Lesson Plan
PricewaterhouseCoopers

Paying for College: Understanding Financial Aid Options

For Teachers 6th - 10th
With many options to pay for college, middle schoolers learn about each possibility and that continuing their education is worth the investment. They discover the difference between a grant and a loan and that some expensive...
Lesson Plan
K20 Learn

What Is It to Be Financially Literate?

For Teachers 7th - 12th
What does it mean to be financially responsible? Develop a working definition of financial literacy with your classes. Using six scenarios, learners debate financially literate actions and develop a definition based on their decisions.
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.
Lesson Plan
Curated OER

Calculating the Cost of Living

For Teachers 9th - 10th
Bring Consumer Mathematics and Economics to life with this lesson plan, where learners investigate personal finance and budgeting. They use the newspaper’s classified section to determine a future job and potential earnings and determine...
Lesson Plan
PricewaterhouseCoopers

Planning and Money Management: Financial Plan

For Teachers 9th - 12th
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...
Activity
Curated OER

Advanced Math Budget Project

For Teachers 11th - 12th Standards
What financial situations and decisions await young learners after they graduate from high school? This project allows class members to glimpse into the types of responsibilities they will have as adults, from considering job...
Lesson Plan
Curated OER

Family Finances

For Teachers 7th - 8th
Young scholars examine the dynamics of family finances. In groups, they discuss the importance of a budget and create their own given a fictional amount of money. As a class, they listen to a speaker from the bank discussing the...
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. 
Lesson Plan
Curated OER

Rising Gas Prices – Compounding and Inflation

For Teachers 9th - 12th Standards
Financial literacy skills and exponential models are connected by the compound interest formula in this task centered on inflation calculations. Collaborative learners get experience collecting data from the given websites and exploring...
Lesson Plan
1
1
PwC Financial Literacy

Income and Careers: Career Exploration

For Teachers 3rd - 5th
Elementary schoolers take part in a virtual career day and are exposed to various career opportunities in the finance, education, and medical fields. By accessing a video you can download from the PwC Financial website, learners...
Lesson Plan
2
2
Federal Reserve Bank

Your Credit Report

For Students 9th - 12th Standards
What is your credit score? How do you find it? Help your pupils answer these questions and more. They will access their free credit report and then analyze its meaning.
Lesson Plan
2
2
Federal Reserve Bank

Insurance Inventory

For Teachers 9th - 12th Standards
Do you have enough insurance? Pupils may be surprised to learn how much their possessions are worth. This activity asks them to create an inclusive list and make a comparison to their insurance coverage. According to the statistics, most...
Lesson Plan
2
2
Federal Reserve Bank

Saving and Investing for the Long Term

For Students 9th - 12th Standards
Create savvy investors with an activity that uses an online resource to allow individuals to invest in the stock market. The teacher is able to track activity and progress. Stock tips and strategies are shared.
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...
Lesson Plan
Curated OER

Financial Contracts

For Teachers 10th - 12th
Prepare your class for the real world and learn the basics about credit and the principles behind using it wisely. The activity includes handouts that explain the necessary vocabulary and concepts to understanding credit. After reviewing...
Lesson Plan
Curated OER

Managing a Checkbook

For Teachers 8th - 11th
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Lesson Plan
PricewaterhouseCoopers

Credit and Debt: Understanding Credit Reports and Managing Debt

For Teachers 9th - 12th
Credit cards are tempting to use right out of high school. Teach your upperclassmen the benefits and challenges of credit and how it can affect their future. The instructional activity covers credit scores and ways to strengthen credit...
Lesson Plan
PricewaterhouseCoopers

Credit and Debt: Decisions, Decisions...

For Teachers 3rd - 5th
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...
Lesson Plan
EngageNY

Credit Cards

For Teachers 10th - 12th Standards
Teach adolescents to use credit responsibly. The 32nd installment of a 35-part module covers how to calculate credit card payments using a geometric series. It teaches terminology and concepts necessary to understand credit card debt.
Lesson Plan
2
2
Federal Reserve Bank

Purchasing a Vehicle

For Students 9th - 12th Standards
Start your engines! Prevent negative car buying experiences by arming pupils with information. Prepare your young drivers to make informed decisions when they are ready to purchase a car. All aspects are considered from the type of car...
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...
Lesson Plan
EngageNY

The Mathematics Behind a Structured Savings Plan

For Teachers 10th - 12th Standards
Make your money work for you. Future economists learn how to apply sigma notation and how to calculate the sum of a finite geometric series. The skill is essential in determining the future value of a structured savings plan with...
Lesson Plan
1
1
EngageNY

Buying a House

For Teachers 10th - 12th Standards
There's no place like home. Future home owners investigate the cost of buying a house in the 33rd installment of a 35-part module. They come to realize that the calculations are simply a variation of previous formulas involving car loans...