Conneticut Department of Education
Personal Finance Project Resource Book
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
DECA
Sample Exam: Personal Financial Literacy
Looking for a way to assess pupils' personal financial literacy? A 100-question, multiple-choice exam provides a good understanding of what class members already know and need to know about personal finance.
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Markup and Markdown Problems
There is a 100 percent chance this resource will help pupils connect percents to financial literacy. Young mathematicians use their knowledge of percents to find markups and markdowns in financial situations in the seventh segment in a...
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Financial Goals
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.
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Important Financial Documents
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.
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Expense Tracking
Where does all your money go? Individuals keep a record of the money they spend over the course of 30 days. They then categorize where they are spending their money and write an essay detailing their findings.
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Economics: Supply, Demand & Personal Finance
In this Economics/Personal financial literacy worksheet, students use USA Today to find article, photos, charts, or graphics related to events that are affecting the prices of different products and services. Students answer questions...
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Financial Fables: Shopping Wisely with Olivia Owl
Cover two subjects with one instructional activity! 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....
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Carnival Tickets
A great subtraction and division discovery opportunity for young mathematicians, this learning task involves seven word problems that require multiple steps. Learners use a math table to persevere in solving problems that are supported...
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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.
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Making Savvy Consumer Choices
It's never too early to learn about grocery budgeting. Middle schoolers delve into the world of consumer math with a activity that focuses on both healthy choices and real-world math applications. Groups work together to form a grocery...
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Retirement Planning
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.
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Creating a Budget
Learning to create and maintain a budget is an important life skill. Guide individuals in the discovery of their spending habits and how to track them. They then use what they learned to create a budget and make decisions on where they...
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Your Credit Report
What is your credit score? How do you find it? Help your pupils answer these questions and more. They will access their free credit report and then analyze its meaning.
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Purchasing a Vehicle
Start your engines! Prevent negative car buying experiences by arming pupils with information. Prepare your young drivers to make informed decisions when they are ready to purchase a car. All aspects are considered from the type of car...
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Insurance Inventory
Do you have enough insurance? Pupils may be surprised to learn how much their possessions are worth. This activity asks them to create an inclusive list and make a comparison to their insurance coverage. According to the statistics, most...
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Income Taxes
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...
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The Class Trip
Mrs. Moore's class is trying to earn money for a trip to the science museum, but how much more do they need? Solve this problem with your own class as they develop their ability to model real-life situations algebraically. As an added...
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Credit Inventory
In this money management worksheet, students read a paragraph regarding credit and then respond to 6 short answer questions regarding credit.
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Visual 1: The Cost of Credit
In this money management worksheet, students examine an advertisement for a bike and respond to 3 questions that require them to calculate percentages
Illustrative Mathematics
Setting Goals
Setting financial goals is a common occurrence in middle school that your learners can practice using this activity. They will be able to solve for how many hours Seth needs to work to save up for a skateboard, helmet, and trip. The...
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Interest Rate Assignment
In this personal finance activity, high schoolers use their problem solving skills to calculate interest rates for loans of different lengths of time.
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Budget Worksheet
In this student budget activity, students fill in their incomes as well as their individual payments per month to chart where their money goes each month.
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Money Worksheet
In this personal finance activity, students use their problem solving skills to calculate exchange rates and practice writing checks.