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Managing Your Finances
High schoolers practice the skills involved in managing their finances. The steps in balancing a checkbook and matching expences to a bank statement are practiced and written in detail. This lesson is intended for students acquiring...
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Business: Making a Budget
Students plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
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Money, Commercial Banking, and Interest
Stdents explore the operation of the commercial banking system and the mechanics of money creation through the lending process. They investigate various interest rates to develop the relationship between interest rates and risk and...
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Checkbook Math
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
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How Banks Create Money
Students participate in a simulation game to discover the role of banks in creating checkbook money through lending practices. They play a lending and borrowing game and use a money multipiler equation to solve problems associated with...
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Check It Out
Students discuss the many processes involved with personal banking. They create their own budget based on their career choices. They also practice balancing a checkbook.
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Accounting Monopoly
Students use Monopoly to review the accounting cycle. They create their own transactions while playing Monopoly. Students produce the financial statements that will match the transactions of the game.
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Opening A Bank Account
Students identify the different types of accounts offered by local banks. Students review and define appropriate banking terms when opening an account. Working in pairs, students role play the proper way to open an account. This...
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Banking Account Options
Students explore and discuss the various account options available to them at the bank. They create a paragraph stating the pros and cons of each kind of banking account. This lesson is intended for students acquiring English.
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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.
Council for Economic Education
You Can Bank On This! (Part 3)
Young scholars use a chart to show how gaining interest is a beneficial part of having a savings account. In this banking lesson plan, students also learn about the workings of an ATM and a checking account.
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ABC's of Banking
Young scholars explore the concept of managing money. In this managing money lesson plan, students discuss how to write checks and keep an accurate check registry. Young scholars discuss the importance and uses of debit cards and deposit...
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Spending Money
Fourth graders become familiar with the ways people exchange goods and services. In this spending money lesson, 4th graders listen to a chapter from Henry and Beezus and record Henry's earnings and money spent. Students use correct...
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...
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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.
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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...
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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,...
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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...
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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.
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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.
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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...
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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...