Curated OER
Data Analysis: Investing is an "Interesting" Experience
Students compute interest earned. In this data analysis lesson, students examine investments and interest rates. They compute the total interest earned and find the simple interest.
Curated OER
Interest Word Problems
In this interest worksheet, 7th graders solve 10 different problems that include word problems and determining interest rates. First, they determine the principal paid on a certain amount of money borrowed. Then, students determine how...
Curated OER
Compound Interest Problem
In this compound interest learning exercise, students solve 1 word problem about compound interest. Students determine the amount of money two men have to retire given two different saving scenarios.
Curated OER
MAT 106: Worksheet #9: Interest
In this interest worksheet, 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 worksheet contains two real-world problems.
Curated OER
Investment Problems
In this investment problem worksheet, students read story problems and use the interest formula to determine the total amount invested, or rate of return. This one-page worksheet contains six problems, with answers.
Curated OER
Chinese New Year: A Simple Lesson in Debt, Percent, and Loan Interest
Students study Chinese New Year traditions while investigating the concepts of percent and loan interest. They apply the concepts to calculate the total debt on monies borrowed.
Curated OER
Comparing Exponentials
Growing money exponentially is the context of this scenario that asks learners to compare investments in two certificate of deposit accounts. Your young investment analysts will learn about the exponential characteristics of money...
PwC Financial Literacy
Buying a Home: Terms of a Mortgage
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...
Curated OER
Kermit the Hermit
Students consider money management. In this personal finances lesson, students read Kermit the Hermit and discuss what was done with the unexpected money that Kermit received. Students examine methods of saving money and earning interest.
Curated OER
Interest Income
Students identify taxable interest income, and report taxable and tax-exempt interest income.
Curated OER
A Lifetime of Savings
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...
Curated OER
A Valuable Quarter
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...
Curated OER
Money: Kids and Cash
Students discuss what a bank is and what it is used for. In this mathematics instructional activity, students solve problems related to interest and percentages.
Curated OER
Final Analysis
In this consumer mathematics worksheet, learners calculate the total amount of money they earned during a project given. Then they transfer the expenses from each month to find their totals. Students also calculate to find their final...
Council for Economic Education
A Penny Saved
A penny saved is a penny earned! Scholars research the different ways to save money over a lifetime. They investigate the Rule of 72, compound interest, and sub-prime loans to gain an understanding of how banks aid in the saving process....
Federal Reserve Bank
Lesson 3: A Fresh Start
The members of your economics class may be busy earning graduation credits, but the credit they should be concerned about is their financial credit. The third lesson in a unit about Hurricane Katrina and other events that can result in...
Curated OER
The Bank Account
Your algebra learners become bankers for a day as they explore compounding interest and the formula used to calculate the balance in a savings account. Questions guide the learners as they analyze the formula's parts and their connection...
Curated OER
Children's Literature Across the Curriculum Ideas-If You Made A Million
Students read If You Made A Million by David M. Schwartz. They complete a variety of cross-curricular activities surrounding the study of earning, saving and spending money. Included are reading, art, math, science, writing, social...
Curated OER
Leveled Problem Solving Simple Interest
In this simple interest worksheet, students use leveled problem solving and solve the six problems that contain numbers for simple interest.
Federal Reserve Bank
Lesson 4: Back to School
Based on your current level of human capital, how long would it take you to earn $1,000,000? What about your potential human capital? Learners explore the importance of education and experience when entering the workforce, and compare...
PricewaterhouseCoopers
Buying a Home: Mortgage Decisions
High schoolers don't think they need to know about mortgages, but with college and renting soon approaching, fiscal responsibility is necessary. Pupils learn the vocabulary of a mortgage and calculate different home values to determine...
Curated OER
Cyber Currency, Currently
Students explore the value of currency and how to save and earn interest. In a key lesson, kids even get to purchase items in their classroom's general store. It's a fun way to learn the importance of being financially literate!
Curated OER
There's No Business Like Bank Business
Students participate in a role play where they see how a bank works and how interest is paid by having money in the bank. In this bank lesson plan, students operate a bank and learn about saving, accounts, deposits, withdrawals,...
Statistics Education Web
NFL Quarterback Salaries
Use statistics to decide if NFL quarterbacks earn their salaries! Learners study correlation coefficients after using technology to calculate regression equations. Through the data, they learn the meaning of correlation and correlation...