Lesson Plan
PricewaterhouseCoopers

Planning and Money Management: Financial Plan

For Teachers 9th - 12th
More planning goes into a budget than a high schooler thinks. Here, they learn about the expected expenses and incomes, along with outside factors such as natural disasters. Learners prepare their own budget and adjust it based on...
Lesson Plan
2
2
Federal Reserve Bank

Retirement Planning

For Teachers 9th - 12th Standards
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. 
Lesson Plan
2
2
Federal Reserve Bank

Important Financial Documents

For Students 9th - 12th Standards
Emergencies usually come by surprise — preparation is key. Help to reduce anxiety of the unknown by having a financial plan in place for when they arise. Important documents are gathered and action plans are documented.
Lesson Plan
Visa

Financial Forces: Understanding Taxes and Inflation

For Teachers 9th - 12th Standards
Take the opportunity to offer your young adults some important financial wisdom on the way taxes and inflation will affect their lives in the future. Through discussion and review of different real-world scenarios provided...
Lesson Plan
Curated OER

How to Achieve Your Financial Goals

For Teachers 2nd - 5th
Students explore economics by creating a budget. In this financial goal setting instructional activity, students investigate their use of time by completing a worksheet. Students identify financial goals they would like to achieve in the...
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
Visa

Smooth Sailing: Exploring Insurance and Estate Planning

For Teachers 9th - 12th Standards
While purchasing insurance and estate planning may seem like a rather irrelevant topic for high school learners, introducing this concept now can help your learners develop a solid foundation of financial literacy that will...
Lesson Plan
Visa

Money Matters: Why It Pays to Be Financially Responsible

For Teachers 9th - 12th Standards
What does it mean to be financially responsible? Pupils begin to develop the building blocks of strong financial decision making by reviewing how their past purchases are examples of cost comparing, cost-benefit analysis, and budgeting.
Lesson Plan
2
2
Federal Reserve Bank

Your Budget Plan

For Teachers 9th - 12th Standards
What do Whoosh and Jet Stream have in common? They are both characters in a fantastic game designed to help students identify various positive and negative spending behaviors. Through an engaging activity, worksheets, and...
Lesson Plan
Texas Education Agency (TEA)

Financial Planning in Business

For Teachers 9th - 11th
It's all about the Benjamins! Scholars conduct research about a franchise to determine how much money they need for a startup business and create a PowerPoint to share what they found. Also, they design an informative brochure to show...
Lesson Plan
Visa

The Tools to Build Your Financial Dream

For Teachers 9th - 12th Standards
When it comes to all the ways money management and financial responsibility weave into our daily lives as adults, make sure high schoolers are prepared to locate resources for managing their finances, such as a financial advisor. 
Lesson Plan
PwC Financial Literacy

Planning and Money Management: Spending and Saving

For Teachers 6th - 8th
Financial literacy is such an important, and often-overlooked, skill to teach our young people. Here is a terrific lesson which has pupils explore how to come up with a personal budget. They consider income, saving, taxes, and their...
Lesson Plan
1
1
Federal Reserve Bank

Keep the Currency

For Teachers 10th - 12th Standards
Each day, people throw currency away in different ways because of a lack of financial knowledge. Introduce your learners to the importance of financial literacy and assess their understanding of banking and personal finance.
Lesson Plan
Visa

Keeping Score: Why Credit Matters

For Teachers 9th - 12th Standards
How does one get credit, and who provides credit? What is a credit score, and how can an understanding of a credit score help you to make smart financial decisions? Through discussion and worksheets, class members will identify the...
Lesson Plan
1
1
Federal Reserve Bank

Lesson 1: Katrina Strikes

For Students 7th - 12th Standards
Most families have an emergency kit in their home with flashlights, water, and extra food. But what happens to your money when disaster strikes? An economics lesson focused on the aftermath of Hurricane Katrina in 2005 demonstrates the...
Lesson Plan
2
2
Federal Reserve Bank

Financial Goals

For Students 9th - 12th Standards
Do you have financial goals? How will you make them happen? Help your pupils answer these questions through this interactive project. They create goals and a plan for reaching them as one of many high school algebra projects.
Lesson Plan
Curated OER

Financial Contracts

For Teachers 10th - 12th
Prepare your class for the real world and learn the basics about credit and the principles behind using it wisely. The activity includes handouts that explain the necessary vocabulary and concepts to understanding credit. After reviewing...
Lesson Plan
Curated OER

The Bernstein Bear's Trouble with Money: Financial and Academic Literacy

For Teachers 2nd - 8th
What do figures of speech have to do with financial literacy? Take an interdisciplinary look at The Berenstain Bears' Trouble with Money to find out. Young analysts read about the cubs' spendthrift ways and how Mama and Papa Bear...
Lesson Plan
Curated OER

Planning A Household Budget

For Teachers 5th - 7th
Learners experience real life by utilizing math skills to plan a household budget and enhance their financial planning skills.
Lesson Plan
Curated OER

Decisions, Decisions

For Teachers 11th - 12th
Students open their own financial management consulting firm, which offers a variety of financial advice. They prepare a financial plan for a simulated client.
Lesson Plan
Federal Reserve Bank

Financial Fables: Shopping Wisely with Olivia Owl

For Teachers K - 5th Standards
Cover two subjects with one lesson! First, dive into English language arts; read an eBook, answer comprehension questions, and complete a cause and effect chart about the financial fable, Shopping Wisely with Olivia Owl. Then, take...
Lesson Plan
1
1
Visa

Allowances and Spending Plans

For Teachers 3rd - 6th Standards
Help youngsters understand how to manage small amounts of money by discussing an allowance and the difference between spending, saving, and giving.  
Lesson Plan
Curated OER

Just Sign Here: Bottom-Line Personal Finance Myths

For Teachers 8th - 12th
Students explore budgeting myths. In this personal finance lesson, students complete a series of activities that help them recognize the pros and cons of credit. Students also discover the process for obtaining loans. This lesson...
Lesson Plan
1
1
Practical Money Skills

Saving and Investing

For Teachers 6th - 12th
Learn the difference between saving money and investing money, as well as the advantages and disadvantages of each. Kids review banking and personal finance terms before studying the different ways that people can reach their financial...