Lesson Plan
PwC Financial Literacy

Buying a Home: Terms of a Mortgage

For Teachers 6th - 8th
Buying a home, dealing with a lender, securing a mortgage; these are daunting tasks for many adults. Why not teach middle schoolers about this area of adulthood so they are better-prepared to make the leap into home ownership when they...
Lesson Plan
Curated OER

How Credit Card Interest Works

For Teachers 10th - 12th
Learners experiment with an Excel spreadsheet model that demonstrates the effects of interest on payments. They calculate actual costs, interest paid, and time necessary to pay off credit purchases and draw conclusions about the...
PPT
Curated OER

Simple, Compound, Complex, and Compound-Complex Sentences in Your Writing

For Teachers 7th - 10th
Encourage your young writers to make their writing more interesting by varying their sentence structures. Each color-coded slide offers definitions and models of sentence forms. The final slide in the presentation presents viewers with...
Lesson Plan
Curated OER

Compound Sentence Structure

For Teachers 10th
SMART boards a great way to create interest in any subject - even grammar! Using the provided SMART board lesson, have your 10th graders come up to the board and combine two independent clauses using a "glue" word (coordinating...
Lesson Plan
Curated OER

Interest: Interest Olympics

For Teachers 6th - 9th
Students determine how interests is calculated and a how it accrues. They examine charts and graphs that show the intricacies of interest. They determine how to increase their own saving by using interest while working with a partner to...
Lesson Plan
EngageNY

Percent Rate of Change

For Teachers 10th - 12th Standards
If mathematicians know the secret to compound interest, why aren't more of them rich? Young mathematicians explore compound interest with exponential functions in the twenty-seventh installment of a 35-part module. They calculate future...
Lesson Plan
Federal Reserve Bank

Financial Literacy Infographic Scavenger Hunt

For Students 9th - 12th Standards
A lesson in personal finance can be the most valuable part of a high school education. Connect the basics of banking with informational reading skills in a lesson that prompts teenagers to answer a series of questions based on...
Lesson Plan
Council for Economic Education

Loan Amortization - Mortgage

For Teachers 9th - 12th Standards
When you buy a home for $100,000, you pay $100,000—right?  On the list of important things for individuals to understand, the lesson presents the concept of interest rates and loan amortization using spreadsheets and online sources....
Unit Plan
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Practical Money Skills

Saving and Investing

For Teachers 9th - 12th Standards
You have to have money to make money, especially in the world of banking and investments. High schoolers learn about interest rates, saving and investment options, and ways to stay aware of their money's security and earning ability with...
Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Grades 9-10

For Teachers 9th - 10th Standards
Does your bank pay you for allowing them to hold your money? The instructional activity covers three different ways your money can make money. Topics include certificates of deposit, statement savings accounts, and money market accounts.
Lesson Plan
SaveandInvest.org

Introduction to Earning Interest: Grades 11-12

For Teachers 11th - 12th Standards
Does your bank pay you for allowing them to hold your money? Class members investigate three different ways money can make more money. Topics include certificates of deposit, statement savings accounts, and money market accounts....
Lesson Plan
Curated OER

Time Value of Money- Compound Interest

For Teachers 7th - 11th
Students study the concept of compound interest as it relates to the time value of money.
Worksheet
Curated OER

Compound Interest Problem

For Students 9th - 12th
In this compound interest activity, students solve 1 word problem about compound interest.  Students determine the amount of money two men have to retire given two different saving scenarios.
Interactive
CK-12 Foundation

APR and APY: APR vs. APY

For Students 10th - 12th
Who wins the battle of the interest rates? Scholars use an interactive to investigate three different bank rates. Comparing APR and APY lets them see how nominal and effective rates differ.
Handout
Mt. San Antonio Collage

Exponential Growth and Decay

For Students 9th - 12th Standards
Start with the basics and move up the exponential ladder to master a variety of problem-solving and application problems. The problems are heavy on exponential growth and decay, compound interest, and natural log.  
Lesson Plan
Curated OER

Compound Interest

For Teachers 9th - 12th
Students solve compound interest problems. For this solving compound interest problems lesson, students use TVM Solver on the Ti-83 Plus. Students find the future value of a principal amount at a given interest rate compounded a certain...
Lesson Plan
Curated OER

A Valuable Quarter

For Teachers 9th - 12th Standards
Your young bankers model an account balance with an exponential function and solve the equation by extracting a root or taking a logarithm. The task involves the context of annual and compounding interest as well as some interesting...
Lesson Plan
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Curated OER

A Lifetime of Savings

For Teachers 9th - 12th Standards
Sometimes people who seem to lead what would be considered an ordinary life do extraordinary things. Such was the case with Oseola McCarty, who donated a large sum of money for a university scholarship fund in her name. Oseala lived her...
Assessment
Concord Consortium

Smart Money

For Students 5th - 7th Standards
Watch the money grow daily. Scholars tackle a problem to determine how much money they will have if a dollar grows at 10 percent compounded daily after a month. Using that knowledge, learners notice the difference between varying savings...
Worksheet
Curated OER

Compound Words - Individual Activities

For Students 3rd - 4th
In these compound word worksheets, students engage in numerous activities to reinforce what they have learned about compound words. Nine learning exercise provide various means of reinforcing the concept including word puzzles and...
Handout
Curated OER

Finance Formulas Review Sheet

For Students 9th - 12th
Keep your finances straight—more like finance formulas straight—with a well-organized formula guide full of everything you need. Starting with simple interest and ending with future and present value, this sheet can be...
Lesson Plan
Curated OER

Introduction to Earning Interest: What are APR and APY?

For Teachers 7th - 8th
Students explore saving and investing money.  In this middle school personal finance lesson, students define and use investment vocabulary, explore compound interest and its effect of savings, and compute simple and compound...
Worksheet
Curated OER

MAT 106: Worksheet #9: Interest

For Students 10th - Higher Ed
In this interest learning exercise, students determine the amount of compound interest paid on a loan, interest earned on investments, and balance at the end of a given period of time. This learning exercise contains two real-world...
Lesson Plan
Curated OER

The Business of Interest

For Teachers 9th - Higher Ed
Students explore the concept of simple and compound interest. In this interest lesson, students discuss how interest works on a loan. Students calculate simple and compound interest on loans of fictitious characters from a video.

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