Practical Money Skills
Saving and Investing
Learn the difference between saving money and investing money, as well as the advantages and disadvantages of each. Kids review banking and personal finance terms before studying the different ways that people can reach their financial...
Curated OER
Beyond the Checkbook: Choices of Payment Methods
Students explore different payment methods. In this math lesson, students discuss the difference between writing a check and paying online. They will compare and contrast and present their data to the class.
Curated OER
Checkbook
Develop life skills through the use of an AppleWorks Banking kit, a spreadsheet program, and a role play activity. This life skills lesson utilizes technology plus busines and social studies principles. Note: All materials...
Curated OER
Piggy Pockets
Second graders determine when estimates and exact totals are appropriate in dealing with money. They simulate keeping a checking account over a period of time and keep a checkbook ledger to record deposits and expenses.
Illustrative Mathematics
Paying the Rent
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
Visa
Saving and Investing
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Curated OER
Cash Control Systems
High schoolers are introduced to cash control systems including checking accounts, endorsing and writing checks. In groups, they define a bank statement and practice how to read them. To end the lesson, they discover how to create a...
Curated OER
What Can I Afford?
Students explore the costs of various cell phone plans, and various types of banking accounts to determine which one would yield the highest returns if the money saved from the cell phones were placed in different accounts.
Curated OER
Show Me The Money!
Students select which bank would best meet their needs. In this lesson on personal banking, students write a summary stating which bank and bank accounts best suit their own needs.
Curated OER
Banking Services
In this banking services activity, students complete the page packet of activities to identify banking services and answer related questions.
Curated OER
Banking Basics
Students examine ways to make money grow through banking basics. In this banking basics lesson, kids identify the types of bank accounts and explore the different types of accounts. Students work in pairs to create pamphlets about...
Curated OER
Checks and Balances
Students discuss elements of financial planning. For this personal finance lesson, students practice filling out personal banking information. Students conduct research using the Internet and a PowerPoint presentation to find...
Curated OER
Internet Banking and Shopping
In this economics worksheet, students complete an internet banking and shopping activity. For example, students check their final balance of a given balance sheet and set up a monthly Council Tax payment.
Curated OER
Banking Services
Students analyze the banking services and complete related activities. In this banking lesson plan, students review the services available at a bank and interview people for about the banking services they use. Students shop for checking...
Curated OER
Kinder Bakeshop
Pupils create a bakery where they sell cookies for a week. Students identify and interpret how to make their own money and deposit it into their bank accounts. Pupils also identify how to withdraw money from these accounts in order to...
Curated OER
Check Register
In this math activity, students solve the problems that focus upon the real life application of keeping a check register or record of transactions.
Curated OER
Money and Banking
Students investigate percents and interest. In this algebra instructional activity, students invest money in a bank account and calculate the interest rate they receive over time. They convert percents to decimals and solve problems...
Curated OER
Accounting -- Preparing Payroll Records
Students review preparation of payroll records and practice these skills while playing games on the computer. They follow a student outline and complete online activities and quiz.
Curated OER
Money, Banks, & Financial Institutions
Students engage in a study of financial institutions that includes the banking industry. They participate in a research study using different resources. They are introduced to the concept of bartering and how it is used as a replacement...
Curated OER
Add and Subtract Integers Worksheet
In this adding and subtracting integers worksheet, students review integer rules by completing 19 drill and practice questions. They work in pairs to compute the total left in a fictitious bank account after several withdrawals and...
Curated OER
Taxes
Fourth graders read Stone Fax and explore earning money, saving, credit and taxes. In this taxes lesson, 4th graders complete a worksheet to develop understanding of paying off debts, keeping a checkbook, calculating sales tax and...
Curated OER
Family Finances
Students 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 importance of...
Curated OER
ADULT ESOL LESSON PLAN--Level 5--Time and Money
Students, after defining and reviewing the extensive list of vocabulary words on the board, examine various banking systems and terms (loans, interest rates, investments, mortgages, etc.). They also show mastery of this task by...
Curated OER
A Safe Place For My Money
Middle schoolers examine the roles of different types of financial institutions. They also identify the basic accounts found at the institutions. They ask questions to representatives that come and speak to the class.