Wells Fargo
Hands on Banking
Cha-ching! You just hit the jackpot with this interactive consumer math unit. Supported by a series of online lessons and activities, these lessons engage students in applying their math skills to real-life personal finance problems...
Council for Economic Education
Banks and Credit Unions (Part 1)
Imagine you have money you want to save ... where do you put it? Pupils investigate the similarities and differences of banks and credit unions as they determine where exactly to place their hard-earned money. Through a WebQuest, they...
Curated OER
Making Good Investments
High schoolers compare different aspects of investing money from traditional savings accounts to money market accounts. They research investment accounts at local banks and compare them.
Mathed Up!
Compound Interest and Depreciation
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.
Curated OER
Scoring a Financial Education
Students explore the concept of money management. In this money management lesson, students read an article about students taking a finance course in high school and college. Students discuss the importance of money management. Students...
Curated OER
Term Deposits: Worth the Wait?
Students study term deposits and the attributes of long and short-term savings. They examine their spending habits while looking at how different types of accounts meet different economic goals. They complete worksheets that are provided...
Howard County Schools
Generous Aunt
Witness the power of exponential growth with an activity that investigates two different savings plans. Class members create tables of values to see how and when a savings plan increasing exponentially exceeds one increasing linearly.
Howard County Schools
Maria’s Quinceañera
How long will it take to save up for a car? Classmates use linear and exponential models to see how money received during a Quinceanera will grow over time.
Illustrative Mathematics
DVD Profits, Variation 1
The idea in the resource is to understand the connections between proportional relationships, lines, and linear equations. To stay within the context of the standard, skip the part of the resource that solves with unit rates. Instead,...
Federal Reserve Bank
Credit Cards - A Package Deal
Arm your learners with the information they will need to make smart decisions regarding credit cards and personal savings.
Curated OER
Savings
Students investigate the different ways to save money and the reasons for doing so. They use addition, subtraction, multiplication, and division (with whole numberrs, fractions, decimals, and/or percents, mixed numbers) to solve...
Curated OER
Under the Bed or in the Bank?
Students explore personal finance. In this consumer /financial mathematics lesson, students compare interest rates as they explore savings.
Curated OER
Logarithm Word Problems
In this logarithm worksheet, 8th graders solve 10 different word problems related to various logarithms. First, they determine the amount of compounded interest that will be in an account after a number of years. Then, students determine...
Curated OER
Keeping Track
In this data table worksheet, students complete a table with information on money earned, spent and saved in each of 4 weeks for a student's job.
Visa
Banking Services
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions.
101 Questions
They Cost Peanuts
Save pennies on your peanuts. Scholars first examine a picture of a supermarket display showing salted peanuts sold by the pound and by the bag. They apply the idea of unit rate to determine which is cheaper.
Curated OER
Income & Expense List
Students analyze a worksheet on income and expenses. They list all their monthly expenses and log them onto a working worksheet for evaluation. Evaluation of checkbooks is covered in depth.
Curated OER
Introduction To Earning Interest
Students engage in a lesson on interest and bank savings accounts. They see why people deposit money at banks and other financial institutions and explain that interest is paid on an annual, monthly or quarterly basis.
Curated OER
M & M Interesting
Students compute and collect interest payments in the form of M&M candies. In this mathematics lesson, students work in small groups to compute either simple or compound interest. They compare the growth of their accounts after six...
Curated OER
Money and Banking
Students investigate percents and interest. In this algebra lesson plan, students invest money in a bank account and calculate the interest rate they receive over time. They convert percents to decimals and solve problems using percents.
Council for Economic Education
Understanding a Balance Sheet
Read any financial website or book, and it is bound to discuss the words asset and liability. But what do these words actually mean to the class? The resource effectively explains by using multiple formats and techniques, including...
Curated OER
Interest: Interest Olympics
Students determine how interests is calculated and a how it accrues. They examine charts and graphs that show the intricacies of interest. They determine how to increase their own saving by using interest while working with a partner to...
Curated OER
The Great Cookie Company
Fourth graders implement real life application of money, problem solving, economics, and consumer awareness. In this three week economics unit, 4th graders operate a business, write checks, balance accounts, and market their product.
Curated OER
Charge Cards!
Students identify and define the various types of credit cards and credit card offers. In this credit cards lesson plan, students identify the pros and cons of managing a credit card account. Students locate information on the Federal...