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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 the...
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Lesson Plan
Curated OER

Band Tour Across America

For Teachers 8th - 10th
Young scholars plan the trip of a band across America. In this money planning lesson, students create a budget for the band using excel basic functions. They manage the band and its budget and relate the tour to future budgeting needs of...
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Lesson Plan
Curated OER

Shopping for a Party

For Teachers 2nd
Second graders produce a budget for a party.  In this money management lesson plan, 2nd graders create a budget for an imaginary party they will have based on a $20.00 limit.  Students observe a video clip in class discussing budgets. 
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Lesson Plan
Curated OER

Take Time to Save Now

For Teachers 6th - 12th
Students brainstorm reasons to save money, investigate impact of saving regularly using interactive, on-line calculators, explain how compounding interest affects savings, explore different strategies for saving money, and write personal...
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Lesson Plan
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Curated OER

Spending Plans

For Teachers K
Students explore the concept of dividing their money into categories, namely "save," "spend," and "share." They engage in activities that help them explain that money is limited in quantity and must be divided for different purposes.
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Lesson Plan
California Department of Education

My Future Lifestyle

For Teachers 7th Standards
Mortgage, insurance, car payments...how much money will your learners need to support their desired lifestyle? Part three in a six-part college and career readiness lesson plan series tasks young job seekers with creating a monthly...
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Lesson Plan
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Workforce Solutions

Plan a Vacation

For Teachers 6th - 8th Standards
Challenge scholars to plan a vacation with a $5,000 budget. Learners review costs of transportation, meals, and entertainment while considering the number of people and destination. Worksheets provide information and well-organized...
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Lesson Plan
SaveandInvest.org

The True Cost of Owning a Car

For Teachers 10th - 12th
Almost every teen wants a car, but can they really afford one? The instructional activity walks pupils through how to identify a budget, find all of the costs associated with car ownership, and determine if they should buy the car or...
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Lesson Plan
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Practical Money Skills

Living on Your Own

For Teachers 6th - 12th
Independent living can be fun, but also overwhelming if you don't know how to budget your income and expenses. Go over the ways that kids can manage their money as they take a huge step into adulthood with a project-based lesson about...
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Lesson Plan
Curated OER

Micro Economics - Personal Budgeting

For Teachers 9th - 12th
Students explore the real world as it relates to money and how people use it. For this money management lesson, students jump into the real world as they role play with money through spending, saving, being married, single, having...
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Lesson Plan
Teach Engineering

Show Me the Money

For Teachers 6th - 8th Standards
Class members learn how to estimate the total costs involved to design and build a bridge by including design, material, equipment, and labor costs. The activity includes a discussion about the trade-off between cost and aesthetics.
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Lesson Plan
Curated OER

How to Achieve Your Financial Goals

For Teachers 2nd - 5th
Learners explore economics by creating a budget. In this financial goal setting lesson, students investigate their use of time by completing a worksheet. Learners identify financial goals they would like to achieve in the next several...
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Lesson Plan
Council for Economic Education

You Can BANK on This! (Part 2)

For Teachers 3rd - 5th
This is part two in a four-part instructional activity on banking and personal finance. In this instructional activity, learners analyze whether or not they have made a good purchase, then discuss how to make an informed decision about a...
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Lesson Plan
Curated OER

Simple Strategies

For Teachers 3rd - 5th
Here is a fabulous lesson plan on problem solving strategies for your charges. In it, learners are presented with many excellent techniques they can use when faced with a multi-step math word problem. Some terrific blackline masters are...
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Lesson Plan
Curated OER

Wise Pockets

For Teachers 3rd - 6th
Using children's picture books and role-playing activities, youngsters begin to learn about personal finance management. These lesson plans are engaging and intend to endow pupils with skills for making wise decisions with money as they...
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Lesson Plan
Curated OER

Being Thrifty is So Nifty

For Teachers 3rd - 5th
Students watch a video that focusing on budgeting while completing worksheets that include charts. They brainstorm ideas for budgeting time and money. They culminate the activity by planning an order from two different restaurants.
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Lesson Plan
Curated OER

Credit Interview

For Teachers 9th - 12th
Student determine a safe debt load. In this credit interview lesson plan, students explore the importance of budgeting, saving and investing. They examine the pros and cons of using a credit card. Students discuss how to build credit,...
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Lesson Plan
Curated OER

Banking for Your Future

For Teachers 4th - 8th
Young scholars get a handle on their own personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study the Federal Reserve System, which oversees the nation's banks.
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Lesson Plan
Curated OER

Money Management

For Teachers 3rd - 4th
Students role play buying and selling items. In this economics lesson, students are given play money with which to purchase items, as well as value their own items for others to buy. Each student in the group works together to decide...
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Lesson Plan
Curated OER

Building Tolerance for Poverty in Math

For Teachers 6th
Students explore approximate and exact solutions. In this interdisciplinary lesson, 6th graders will be placed in 'family groups' to create a budget that is subject to random events as chosen from the 'things happen' box. This lesson...
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Lesson Plan
Curated OER

Party Math

For Teachers 10th - 12th
Students create a spreadsheet that they will use to plan a small party or outing. They calculate expenses and stay within a budget amount for their party.
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Lesson Plan
Curated OER

Why Save? Better Off Saving

For Teachers 6th - 8th
Young scholars examine the pros and cons of saving versus spending money and evaluate real-life situations as well as their own spending habits. They discuss the best and worst purchase they have made and why, explore the "Downtown...
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Lesson Plan
Curated OER

What Can I Afford?

For Teachers 6th - 8th
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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Lesson Plan
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Curated OER

Savings Accounts and Interest

For Teachers 1st
First graders study money, banks, and getting interest on money. In this consumer math lesson plan, 1st graders listen to Stan and Jan Berenstain's, Berenstain Bears' Trouble With Money. They use the concepts in the book to discuss...

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