Lesson Plan
Curated OER

Credit Interview

For Teachers 9th - 12th
Student determine a safe debt load. In this credit interview lesson, students explore the importance of budgeting, saving and investing. They examine the pros and cons of using a credit card. Students discuss how to build credit, apply...
Lesson Plan
Curated OER

The Stock Market: High School Economics

For Teachers 12th
High school economists learn about the stock market in a project where they "buy" and track stocks. The author of this resource reports it is the high point of her 12th grade economics course, but no resources are attached. After viewing...
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
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
PricewaterhouseCoopers

Credit and Debt: Decisions, Decisions...

For Teachers 3rd - 5th
Borrowing money seems like a great idea until you are in over your head. High schoolers learn the benefits and risks associated with credit and how to be a responsible borrower. More than just credit cards, they...
Lesson Plan
Curated OER

Compound Interest and Quiz on Logs

For Teachers 12th - Higher Ed
Students discuss how money accumulates interest. In this calculus lesson, students discuss compund interest based on years of investing the money. They discuss rate per period, principal and number of periods.  
Lesson Plan
Curated OER

What is Your Future Worth?

For Teachers 5th - Higher Ed
Students use the "StocksQuest Calculator" to calculate the future value of an investment. They compare and contrast investing in the S&P 500 to CDs, T-bonds or bank accounts.
Lesson Plan
Curated OER

Invest In Yourself

For Teachers 7th - 12th
Students learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. In this financial management lesson, students apply their knowledge of finance components and create their own web based plan...
Worksheet
Curated OER

Financial News

For Students 7th - 12th
In this financial word problems activity, students solve word problems involving decimals, interest, multiplication, and more. Students complete 7 problems.
Lesson Plan
Curated OER

Historical Mathematicians Project

For Teachers 5th - 12th
Students, in small groups, use the Internet and other traditional sources to research historically significant mathematicians, write a paper, and creatively present research in class.
Activity
Curated OER

Selling Fuel Oil at a Loss

For Teachers 8th - 10th Standards
Learners are asked to advise a fuel oil dealer on a possible investment. They must use two different rates to set up an equation and solve to determine how much oil he should sell now to break even after selling the remainder the next...
Lesson Plan
Curated OER

Banking on the Future

For Teachers 9th - 11th
Learners solve problems involving interest. In this investing lesson, students investigate the pros and cons of investing in a bank account and stocks. They differentiate between aggressive and conservative investments.
Lesson Plan
Curated OER

Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students create a monthly budget. In this finances lesson plan, students learn the terms budget, income and expenses. Students create a monthly spending plan and keep track of what they make and spend for the next 30 days. When...
Worksheet
Curated OER

Banking Basics

For Students 9th - 12th
Students examine ways to make money grow through banking basics. In this banking basics lesson, students identify the types of bank accounts and explore the different types of accounts. Students work in pairs to create pamphlets about...
Lesson Plan
Curated OER

Buy Low, Sell High

For Teachers 7th - 10th
Students 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...
Lesson Plan
Curated OER

Comparison Shopping

For Teachers 2nd - 6th
Students practice developing budgets. In this financial awareness lesson, students read The Monster Money Book and list ways the characters saved money in the story. Students plan a budget and demonstrate how to look for bargains when...
Lesson Plan
Curated OER

Solving Problems Using Systems of Equations: Extra Practice 32

For Teachers 8th - 9th
In this math worksheet, students solve twelve word problems. Each problem refers to two math equations, and students solve them by using their choice of methods.
Lesson Plan
Curated OER

Calculating Interest

For Teachers 5th - 8th
Students explore the concept that when money is borrowed, people pay to use it because someone else is losing an opportunity to use it while they have it. What you pay to use the money is called interest. The rate of interest is a...
Lesson Plan
Curated OER

Investment Investigator

For Teachers 9th - 12th
Students investigate and model how to invest money. In this business lesson, students investigate 4 methods to investment. They discuss risky and safe investment.  
Lesson Plan
Curated OER

Saving For Retirement

For Teachers 7th - 8th
Students examine the fundamentals related to saving for retirement and investing such as return on investment, compound interest, and planning for different rates of savings. They see the importance of setting long term saving goals.
Lesson Plan
Curated OER

Avoiding Consumer Fraud: Financial Scams and Schemes

For Teachers 9th - 12th
Young consumers get a hefty dose of information on how fraud can put their financial health at risk. The resource provides detailed lecture notes, scaffolded notetaking sheets, vocabulary worksheets, transparencies, and seven links to...
Lesson Plan
Visa

The Art of Budgeting

For Teachers 7th - 8th Standards
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Lesson Plan
Curated OER

Make Your Fortune in Stocks

For Teachers 4th
Fourth graders participate in a stock investment activity in which they research stocks to place in an imaginary portfolio. They invest $10,000 in a variety of stocks and track their progress using the Internet or newspapers.
Lesson Plan
Curated OER

How Do You Profit From Trading Stocks?

For Teachers 7th - 12th
Students calculate gains and losses of stock portfolios. Although the Global Stock Game (GSG) calculates profits and losses automatically, students should learn the basic math skills in calculating their stock investment the...