Lesson Plan
Center for Literacy and Disability Studies

Personal Financial Literacy: Checking

For Teachers 10th Standards
After researching local banks and the checking account benefits offered by each, class members practice filling out a deposit slip, writing a check, and keeping a transaction register.
Lesson Plan
Curated OER

The Nitty-Gritty of Checkbooks

For Teachers 9th - 12th
Students explore how to maintain a checking account. They control, disburse money, and keep their checking account balance. Through a PowerPoint demonstration, video streaming and hands-on practice, students apply the information given...
Lesson Plan
Texas Education Agency (TEA)

Piggy Bank vs. Bank – Choosing and Maintaining Your Account

For Teachers 7th - 8th
Cha-ching! Using the practical resource, scholars investigate the different types of bank accounts and banking services available. Pupils view a PowerPoint, practice writing checks, and complete a checking account research project.
Lesson Plan
Beyond Benign

Final Budget

For Teachers 6th - 8th
Be sure you have enough money to build a house. The 14th lesson in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of...
Lesson Plan
Curated OER

Managing a Checkbook

For Teachers 8th - 11th
How do grown ups do it? Teach your upper graders the ins and outs of personal finance by having them use their algebra skills to balance a checkbook. They examine the financial side of math, set up a checking account, and balance their...
Lesson Plan
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Federal Reserve Bank

Cash the Check and Track the Dough

For Teachers 9th - 12th Standards
From checking and savings accounts to learning the importance of maintaining records and balancing a bank account, prepare your students to become financially independent and savvy adults, and explore all the intricacies of owning a bank...
Lesson Plan
Curated OER

Take It To the Bank

For Teachers 3rd - 4th
Examine how the economics of a school store relate to real world economics. Elementary students explore various websites, complete a Venn diagram, create a schedule of wages for the students, read the book "A Chair For My Mother" and...
Lesson Plan
Consumer Action

Talking to Teens About Money

For Teachers 9th - 12th
Your teenagers are probably very good at spending money, but how good are they at managing it? Teach class members about banking, checking accounts, interest rates, car insurance, and many other relevant concepts with a series of...
Lesson Plan
Curated OER

Checkbook

For Teachers 9th - 12th
Pupils examine how to balance a checkbook.  In this economics lesson plan, students demonstrate that they can balance a checkbook by completing an activity that includes a check register and bank statement.
Lesson Plan
Curated OER

Checking Account

For Teachers 5th - 8th
Students keep track of finances in a check register. For this checking account lesson, students practice writing checks and deposit slips as they add and subtract decimal amounts in order to balance a checkbook in a register.
Lesson Plan
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Curated OER

Susita's Account

For Teachers 9th - 12th Standards
Your algebra high schoolers double their money monthly in this task based on a checking account balance. Learners write an equation to model the situation and then use their model to answer contextual questions.
Lesson Plan
EngageNY

Investments—Performing Operations with Rational Numbers

For Teachers 7th Standards
Partners fill out a register to record transactions on a college investment account. They use the amounts listed to calculate the running and current balance of the account, providing experience in adding and subtracting rational numbers.
Lesson Plan
Curated OER

Using A Checkbook

For Teachers 9th - 12th
Students discover how to correctly write a check, fill out a deposit slip, and use a check register. They explain the concept of balancing a checkbook. After a lecture/demo, students use handouts imbedded in this plan to practice using...
Lesson Plan
Curated OER

Addition and Subtraction: By Checkbook

For Teachers 7th - 8th
Young scholars develop an understanding of the need for adding and subtraction skills in balancing a checkbook.
Lesson Plan
Curated OER

Accounting -- Cash Control Systems

For Teachers 7th - 12th
Students study cash control systems, such as checking accounts, endorsing checks, and writing checks. They verify and then reconcile a bank statement. They journal about a bank service charge or dishonored check and establish a petty...
Lesson Plan
Curated OER

Buying New Stuff

For Teachers 7th - 12th
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson would be of great value to your students. Things like bank checking account fees,...
Lesson Plan
Visa

Banking Services

For Teachers 7th - 10th Standards
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions. 
Lesson Plan
Curated OER

Checkbook Math

For Teachers 12th
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
Lesson Plan
Curated OER

Savings Account, Bill Paying, and Money Order Skills

For Teachers 10th - 12th
What do you do after you get a paycheck? Help your mildly disabled learners how to bank wisely with a guided-skills activity. They practice cashing checks, withdrawing money, paying bills, and procuring money orders. The entire learning...
Lesson Plan
Curated OER

Beyond the Checkbook: Choices of Payment Methods

For Teachers 6th - 12th
Students explore different payment methods. In this math lesson, students discuss the difference between writing a check and paying online. They will compare and contrast and present their data to the class.
Lesson Plan
Curated OER

Married Math

For Teachers 7th - 8th
Students participate in a two-week real-life math unit. In pairs, they calculate salaries, taxes, and a budget, plan a vacation, buy insurance, make a will, and design a room. They conduct Internet research to plan the vacation, and...
Lesson Plan
Illustrative Mathematics

Paying the Rent

For Teachers 8th - 12th Standards
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
Lesson Plan
Curated OER

Business: Making a Budget

For Teachers 10th - 12th
Students plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
Lesson Plan
Curated OER

Real World Math: Unexpected Events

For Teachers 5th - 8th
Ready to delve into personal finance? Learners discover how to organize a check book register. They practice debits and credits in a math game involving the register they set up. While they gain valuable practical knowledge, they also...