Worksheet
Curated OER

Anthony's Allowance

For Students 5th - 6th
In this problem solving worksheet, learners read one problem about a boy who saves a specified amount of money each day. Students identify the pattern and answer the questions.
Lesson Plan
Curated OER

Having a Savings Plan

For Teachers K - 2nd
Students discover the importance of saving and spending. In this finance lesson, students read the book Kermit the Hermit and discuss the differences between needs and wants. The students complete worksheets concerning money in their...
Lesson Plan
Curated OER

Short-Term and Long-Term Savings Goals

For Teachers 5th
Fifth graders discover how saving money can apply to their lives. In this personal finance lesson, 5th graders use the book The Leaves in October, as a conversation starter on income, savings and setting goals. Students explore the...
Lesson Plan
Curated OER

Less Than Zero

For Teachers 2nd - 4th
Young scholars keep track of money. In this money management lesson plan, students read Less Than Zero by Stuart J. Murphy and manipulate a number line to keep track of spending and borrowing in the story.
Lesson Plan
Curated OER

Uncle Jed's Barbershop

For Teachers 4th
Fourth graders examine productive resources. In this economics lesson, 4th graders read a book about a man who saves money to buy his own barbershop. After reading, students get into groups to play a game to learn about savings.
Lesson Plan
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1
Visa

Allowances and Spending Plans

For Teachers 3rd - 6th Standards
Help youngsters understand how to manage small amounts of money by discussing an allowance and the difference between spending, saving, and giving.  
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 4th - 8th Standards
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...
Lesson Plan
Visa

Saving and Investing

For Teachers 7th - 8th Standards
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,...
Activity
Conneticut Department of Education

Personal Finance Project Resource Book

For Teachers 6th - 12th
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math...
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial...
Lesson Plan
Learning to Give

Five Thousand Dollars!

For Teachers 9th - 12th
How does consumerism affect global poverty? Upper graders find out about cost benefit, wants and needs, and making good consumer choices as they explore this global topic. They role-play an impulse spending experience and work through...
Lesson Plan
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Practical Money Skills

Making Decisions

For Students 6th - 12th
A set of quizzes and assessments would make a great companion to your lesson on making decisions and opportunity risks. Learners watch a PowerPoint before answering multiple choice questions about interest rates, saving money, and the...
Lesson Plan
Curated OER

Money Management Part II: Checking Accounts

For Teachers 7th - 8th
Having money is great, learning to manage it wisely is imperative. First, the class has a discussion on the value and convenience of having a checking account. Then, they practice filling out deposit slips, keeping an account register,...
Lesson Plan
Curated OER

Medieval Money

For Teachers 9th - 12th
High schoolers investigate the history of money as it was back then compare to now. In this algebra lesson, students analyze the type of money used in medieval times, the value of the currency and the coins used. They make a budget using...
Lesson Plan
Curated OER

Buying and Budgets

For Teachers 4th
Fourth graders add and subtract decimals as they use a table to solve budget based problems.
Lesson Plan
Curated OER

Money and health

For Teachers 9th - 12th
Students write a proposal with an appropriate budget to establish a health day at school. They design this day to educate and promote good health. They educate other students about health care, inform students of health concerns, and...
Lesson Plan
Curated OER

A Trip to Colonial Virginia

For Teachers 5th - 8th
Young scholars consider prices while planning a trip to Colonial Virginia. In this budgeting lesson plan, students construct an itinerary of events for a vacation. Young scholars are responsible for working within the approved budget.
Lesson Plan
Curated OER

Building Wealth

For Teachers 8th - 12th
Students explore budgeting.  in this building wealth instructional activity, students examine ways to invest and save money.  They set financial goals and determine methods to reach the goals.  Students discuss managing...
Lesson Plan
Curated OER

Family Finances

For Teachers 7th - 8th
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...
Lesson Plan
Alabama Learning Exchange

No More Money Trouble

For Teachers 1st - 3rd Standards
Young consumers explore money identification and counting. In this cross-curricular money instructional activity, they participate in comprehension and writing activities prior to and after reading the book Money Trouble by Bill Cosby....
Lesson Plan
Curated OER

Consumerism - Grocery Shopping

For Teachers 9th - 12th
Students watch a video on how marketers plan their strategies in supermarkets. In groups, they are given a set amount of money and asked to go through a grocery store simulation with a list. After the simulation, they discuss the...
Lesson Plan
Curated OER

Money Matters

For Teachers 4th
In small groups students examine the Senate plan and four sample plans from individuals. Clarify vocabulary as needed. Students discuss good and bad points in plans.Students create a group budget plan.Student groups send their plans to...
Lesson Plan
DiscoverE

Build a Bridge

For Teachers 6th - 12th
Cost overruns are unacceptable—in the real world and in an engaging activity. Groups of pupils get together to build a bridge out of straws, paper cups, and tape. They keep track of costs ($1,000 for each material) and must stay within a...
Lesson Plan
Curated OER

Financial Institution Comparison

For Teachers 8th - 12th
Once learners are ready to choose a bank, how do they make a smart decision for their financial needs? Scholars help each other by jigsawing the research in groups. After introducing checking and savings accounts with the attached...

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