In this financial word problems worksheet, learners solve word problems involving decimals, interest, multiplication, and more. Students complete 7 problems.

Students explore budgeting.  in this building wealth lesson, students examine ways to invest and save money.  They set financial goals and determine methods to reach the goals.  Students discuss managing debt, credit...

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 Students. They research...

Learners examine how a 401(k) plan operates. They discover the implications of retiring early or late. They use the internet to research different retirement plans. Handouts are included.

Elementary schoolers take part in a virtual career day and are exposed to various career opportunities in the finance, education, and medical fields. By accessing a video you can download from the PwC Financial website, learners...

Young scholars collect data on investments and draw conclusions. In this algebra instructional activity, students analyze exponential graphs as they relate to money. They discuss the cause of an account balance being high or low.

Learners investigate the stock market and investing in corporate stocks by creating an investment portfolio. They develop database worksheets that track their stock's performance over a specified period of time. Students use their...

Students create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.

Students explore the concept of philanthropy. In this personal finance lesson, students consider economic choices and why people donate to causes. Students investigate the processes of borrowing money and investing money in the lesson as...

Students plan positive goals for spending resources and understand why not to spend. In this financial planning lesson, students set up personal spending plans based on their resources and their long term plans. Students plan for...

Students study the role of banks, lending and their services. For this analysis lesson, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.

Students study information presented in the financial pages of newspapers and online sources They learn how to follow stocks online.

Charitable organizations and monetary donations to these organizations are the focus of the financial literacy lesson plan presented here. Learners explore how donations benefit both the organization and the people it serves. Each pupil...

Middle schoolers discover why it's important to establish a positive credit history and understand the value of credit reports to lenders and borrowers. They apply legal guidelines to establish the uses of a credit report other than...

Students learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. For this financial management lesson, students apply their knowledge of finance components and create their own web based plan...

Students consider the importance of financial security after retirement, examine current problems with pension plans in the private sector, research different retirement options, and create a "How it Works" poster.

Students explore the benchmarks that measure the ups and downs of the stock market. They also set up a diversified portfolio and trade stock indices for the Global Stock Game (GSG).

Twelfth graders perform basic calculations for saving and investment strategies. they simulate the investment of $1,000 in the stock market and savings account. they determine which pays the greater dividend.

Keep or sell? Young learners simulate as buyers in the stock market while learning about the benefits and important factors to know when purchasing. The thorough resource allows for observation of case studies and provides...

It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age. 

Students make choices regarding money management. In this personal finance activity, students explore budgets, incomes, and expenses as they learn vocabulary regarding personal finance and consider how to create personal budgets.

Students solve problems involving interest. In this investing activity, students investigate the pros and cons of investing in a bank account and stocks. They differentiate between aggressive and conservative investments.

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...

Most adults dread April 15 — tax day! Tax preparation can be intimidating even for adults. Build confidence by leading individuals through the process and then give them a scenario to practice. The exercise uses tax vocabulary to give...