Curated OER
Preparing a 1040EZ Income Tax Form
What do you do at the end of the year when your W2 arrives? File a tax form! Show learners how they to can fill out a basic 1040EZ tax form and play their part as tax paying citizens. Monetary denominations are provided for filling out...
Practical Money Skills
Understanding Credit
Help your young consumers learn about credit and the importance of credit history. With a thorough lesson about the ins and outs of credit, as well as the potential pitfalls of having a line of credit, kids will be well-equipped to...
Federal Reserve Bank
So How Much Are You Really Paying for that Loan?
Loans are rarely provided without a cost. Pupils evaluate the high cost of using a payday loan or payday advance through discussion and worksheets, and finally work in groups to develop short public service announcements...
Federal Reserve Bank
Then and Now: Fed Policy Actions During the Great Depression and Great Recession
Review the Great Depression in the United States from an economist's perspective, examining roots of the crash, government policy actions, and policies instituted by the Fed.
Curated OER
"Golden" Years?
The Golden Years? Upper graders may think retirement is a long way off, but in life everything is just around the corner. They consider what it means to retire and the current trend of parents working for their Young scholars. They...
Curated OER
Meet Molly An American Girl
Students examine concepts of personal finance. In this personal finance lesson, students use Valerie Tripp's, Meet Molly, An American Girl, to learn about saving and spending after World War II. They compare financial decisions after...
Curated OER
From the Mixed Up Files of Mrs. Basil E. Frankweiler
Students listen to From the Mixed-up Files of Mrs. Basil F. Frankweiler and discuss wants and needs. In this iincome and expenses lesson, students relate the adventures of the children in the book to a real life financial...
Curated OER
Money Matters to Me
Fourth graders explore economics by identifying financial goals. In this consumerism lesson plan, 4th graders discuss money matters and how to conserve an income when they get older in order to achieve their goals. Students collaborate...
Curated OER
Meet the Financial Institution Representative
Young scholars listen to a financial institution representative discuss how to open a savings account, and fill out an application for a new account. Students practice creating a savings deposit slip and determine the differences between...
California Department of Education
College: Plan Well and Pay Less
They say you gotta pay to play, and postsecondary education is no exception! High schoolers learn how to research and analyze the cost of postsecondary education as well as the different ways to pay for schooling. Learners then work...
Practical Money Skills
About Credit
It's tempting to stay away from credit cards entirely, and it can also be tempting to charge large purchases on credit cards with the intention to pay them off later. But as a three-part lesson on credit and debt shows your high...
Curated OER
Advanced Math Budget Project
What financial situations and decisions await young learners after they graduate from high school? This project allows class members to glimpse into the types of responsibilities they will have as adults, from considering job...
California Department of Education
Due Dates, Deadlines, and Decisions
Get high schoolers thinking about their post-secondary plans with a lesson plan that teaches them how to navigate the application and financial aid process. They create a junior/senior calendar identifying time-sensitive tasks,...
Safe Teens
Teen Game Plan
Don't let the teenagers in your class begin their life without a plan. A brief but inclusive booklet takes high schoolers thorough various aspects of their lives, including financial literacy, vaccinations, and sexual health, and lets...
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....
Curated OER
Calculating the Cost of a "Sound Basic Education"
Students state their opinions about school funding and the use of monetary resources by school districts and use reasons, facts, and examples to support their ideas. They compare sets of data related to school funding and draw...
Curated OER
Financial News
In this financial word problems worksheet, students solve word problems involving decimals, interest, multiplication, and more. Students complete 7 problems.
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
A Budget Can Help Young People Cut Their Spending
Pupils explore the concept of budgeting. In this budgeting lesson, students read an article about how a budget helps young adults keep track of their spending. Pupils discuss financial issues that young adults have to deal with as they...
Curated OER
Budget Finances
Students role play the role of a recent graduate of high school living on their own. Using play money, they are given one month's salary and they discover they own their own house or apartment and owe money on a car loan. They develop...
Curated OER
Financing Your College Education
Students explore sources for funding college educations. They compile a portfolio of information gathered during their research.
Curated OER
Money Management Intelligence
Students follow directions to help a client with his/her budget. After selecting their client, they download confidential data and listen to the challenge presented on the website. They adjust the budgets as needed. Then, they click play...
Curated OER
Cartoons for the Classroom: Drawing the Line on Financial Reform
In this current events worksheet, students analyze a political cartoon about the financial reform legislation and respond to 3 talking point questions.
Federal Reserve Bank
Cash Flow and Balance Sheets
What is your car worth? How much do you owe? Individuals create their personal cash flow and balance sheets. They learn the difference between an asset and liability using their personal information to complete the activity.