Lesson Plan
Curated OER

Marriage and Financial Goals, Budgeting Strategies

For Teachers 7th - 9th
There is no more useful life skill to learn than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of...
Lesson Plan
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Practical Money Skills

Budgeting Your Money

For Teachers 6th - 12th
How do you make sure that your income doesn't disappear before you have a chance to save it? Use a creative budgeting activity to teach learners in both special education and mainstream classes how to keep track of their expenditures and...
Lesson Plan
Visa

A Plan for the Future: Making a Budget

For Teachers 9th - 12th Standards
From fixed and variable expenses to gross income and net pay, break down the key terms of budgeting with your young adults and help them develop their own plans for spending and saving.
Lesson Plan
Curated OER

Cashing a Check and Using an ATM

For Teachers 10th - 12th
Banking is a key skill all individuals should practice. Provide a hands-on exercise to encourage the proper method of writing a check and using an ATM. The lesson prompts special needs students with full assistance until mastery is...
Lesson Plan
Curated OER

Budget Hungry

For Teachers 2nd
Young elementary students create an expense budget for a meal at a restaurant. They learn the basic communication and etiquette skills needed to successfully go on a field trip to implement the budgets they created.
Lesson Plan
Money Math for Teens

Debt Elimination - Power Tools for Building Wealth

For Teachers 10th - 12th Standards
What does it mean to be wealthy? Your learners will consider how carrying debt affects budgeting, and learn about the debt snowball strategy and how is it used in the concept of eliminating debt in order to build wealth.
Lesson Plan
Curated OER

Money Management Part III: Savings Accounts and Cash vs. Credit

For Teachers 7th - 8th
Help your class understand the importance of saving and managing their money. Here is part three to a unit on credit, cash, and savings. Learners discuss savings accounts and the idea that a budget plan can help them avoid costly credit...
Lesson Plan
Curated OER

Money Math: Lessons for Life

For Teachers 11th - Higher Ed
Students develop a budget for a college student using all of the influences that the student would have.  In this budgeting lesson plan, students use real life examples to create a budget spreadsheet.  Students read and study...
Lesson Plan
Curated OER

Banking for Your Future

For Teachers 4th - 8th
Students 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.
Unit Plan
Federal Reserve Bank

It's Your Paycheck

For Teachers 6th - 12th Standards
Beyond reading and arithmetic, one of the most important skills for graduating seniors to have is fiscal literacy and responsibility. Start them on the right financial track with nine lessons that focus on a variety of important...
Worksheet
Curated OER

Shopping for Credit Exercise

For Students 8th - 12th
In this personal budgeting worksheet, students compare 3 credit card offers and determine which would benefit them the most. Students respond to 6 short answer questions about the exercise.
Lesson Planet Article
Curated OER

Money Lessons That Cash In

For Teachers 1st - 3rd
Every child is fascinated by money. Teachers can use money lessons that expand on this inherent interest.
Organizer
American Consumer Credit Counseling

Money Mania

For Teachers 3rd - 6th
Become a money maniac with a fun set of worksheets about budgeting! Kids read about how to save, earn, budget, and borrow money, and fill out their own budget and expenses.
Lesson Plan
Curated OER

Buying New Stuff

For Teachers 7th - 12th
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson would be of great value to your learners. Things like bank checking account fees,...
Lesson Planet Article
Curated OER

Travel Plan Project

For Teachers 3rd - 8th
You can use a travel plan project in the classroom to learn about budgets, maps, time management, and more.
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

Extra Credit: It’s No Fairy Tale

For Teachers 9th - 12th
Learners discuss their knowledge of payday loans and credit cards. In this Economics lesson, students complete a read an article and Q&A activity in groups, and play a vocabulary bingo game and a quiz game on payday loans. Learners...
Lesson Plan
Curated OER

Let's Make A Deal

For Teachers 3rd
Third graders make a picture money book. In this money lesson plan, 3rd graders read The Monster Money Book, discuss money terminology, watch a video on money and draw an example of the barter system. Students use the Internet to find...
Article
Wolters Kluwer

Business Owner's Toolkit: Steps to Take to Improve Cash Flow Management

For Students 9th - 10th
This resource begins a discussion on preparing a cash flow budget. Click the links on the page to go to additional steps in preparing this budget or click the 'Next' button at the bottom of the page. This page also includes a...
Handout
Free Management Library

Free Management Library: Managing Operating Budgets

For Students 9th - 10th
This resource provides a brief explanation of operating budgets and provides links about annual budgets.
Website
Other

Study Finance: Capital Budgeting, Self Paced Overview

For Students 9th - 10th
This tutorial walks you through capital budgeting with examples and commentary. It includes valuation, net investment, net cash flows, and technique sections.
Lesson Plan
Save And Invest

Finra Investor Education Foundation: Debt Elimination

For Teachers 9th - 10th
This lesson plan offers different strategies for eliminating debt and strengthening one's financial position and cash flow.
Article
A&E Television

History.com: How the Great Depression Became the Golden Age for Monopoly

For Students 9th - 10th
When times got tough during the Great Depression, people played board games -- especially the game that's all about making money. The success of Monopoly befuddled many. Why, in a time of great financial despair, would families and...