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Dream Big: Money and Goals
Whether their objective is independent living, going to college, or buying a car, pupils will participate in discussions and complete worksheets to gain an understanding of how short- and long-term goals play a large role in helping...
Visa
Buy, Sell or Hold?: An Overview of Investing
Break down the often-daunting topic of the stock market with this resource, in which pupils learn basic terminology regarding buying and selling stocks, as well as the factors that influence how much return individuals can receive...
Curated OER
Invest In Yourself
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...
Curated OER
Mr. Popper's Penguin's
Fourth graders locate Antarctica and recognize it as the setting of Mr. Popper's Penguins. In this Mr. Popper's Penguins lesson, 4th graders understand the financial decisions made by Mr. Popper. Students discuss wise spending. Students...
Curated OER
The Hundred Penny Box
Students compare how people save money in financial institutions, after reading the story, The Hundred Penny Box. They analyze the advantages of regular saving and how savings grow with compounding.
Curated OER
Money Smart children
Students elementary financial vocabulary words: spend, save, invest and donate. In this finance lesson plan, students respond to the story "Sam and the Lucky Moon." Students describe the concepts of wants and needs, resources, scarcity,...
Curated OER
Bedroom Redecoration Project
In this bedroom redecoration project, your young mathematicians become interior designers. They plan, draw, and determine finances for the project. They apply their knowledge of working with decimals, geometric shapes, and problem...
Curated OER
Shop 'Til You Drop
Students evaluate food prices. In this real world math lesson plan, students compare the cost of various grocery items to determine which is the best deal. They work in groups using grocery ads to decide how to get the most product for...
Curated OER
Labor, Choice, and Sales Tax
Students consider the idea of earning and spending money. In this money management lesson plan, students discuss the concept of saving and spending money through the reading of a story and by completing several activities that involve...
Curated OER
Bright Ideas for Bringing up Smart Savers
Students explore the concept of saving money. In this saving money instructional activity, students read an article about saving money. Students discuss ways to save money and what makes it difficult to save money. Students compare...
Curated OER
Money Math
Students explore a story about a room decoration activity to learn about measurements and area. In this measurement lesson plan, students listen to a story about a boy who is redecorating his bedroom. Students discuss the story and work...
Curated OER
Keeping Track of Our Money
Second graders complete activities to learn how to manage money. In this managing money lesson, 2nd graders read the book How the Second Grade Got $8,205.50 to Visit the Statue of Liberty and complete two related worksheets.
Curated OER
Lesson 2: Savings Accounts and U.S. Savings Bonds
Students explore the importance of savings accounts and U.S. Savings Bonds. They study the concept of simple interest through a math activity.
Practical Money Skills
Making Decisions
A set of quizzes and assessments would make a great companion to your lesson on making decisions and opportunity risks. Learners watch a PowerPoint before answering multiple choice questions about interest rates, saving money, and the...
Insurance Zebra
Insurance Curriculum for Middle and High School Teachers
Liability, deductible, premium ... what do these words mean, and how do they relate to insurance? Scholars complete a pre-test, matching vocabulary activity, and insurance timeline worksheet and become familiar with these terms. Next,...
Curated OER
There's No Accountin with Ledgers
Tenth graders create and maintain a ledger, write an essay for the process, and learn to keep financial accounts through the ledger. In this ledger lesson, 10th graders define an accounting ledger and create one for the money they've...
Curated OER
Reno's Dilemma
Students explain proportions as it relates to principle and interest. They use proportions to explain relationships and analyze relationships by identifying patterns.
Curated OER
Math for the Frontier
Students explore the concept of inflation. In this inflation lesson plan, students compile a list of necessities they would need to take with them if they were moving to a new state next month. Students compare their list with that of...
Curated OER
You Can Bank on Me!
Students identify reasons people choose to donate. In this donating lesson, students contrast the words spend, save, and donate. Students learn a song about donating, brainstorm reasons to give, and make sound choices with their money.
SaveandInvest.org
Introduction to Earning Interest: Middle School
Does your bank pay you for allowing them to hold your money? Class members research three different ways they can earn money using money already in the bank. Topics include certificates of deposit, statement savings accounts, and...
Curated OER
Thinking About Money
Young scholars evaluate various approaches to spending money.In this spending money literacy lesson, students broaden their financial goals by reading "Alexander Who Used to Be Rich Last Sunday" and "A Chair for My Mother."Young scholars...
Sierra College
"Deals on Wheels!" Car Loan Project
Help your class members learn how to use their income wisely with a comprehensive lesson plan on calculating monthly car payments. Using basic math skills and online calculators, your learners will determine the total amount to be...
Curated OER
Saving For Retirement
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.
Curated OER
Budget It!
For this managing money worksheet, students record all their families expenses and draw a pie chart showing how much money goes where. Students express the importance of planning how to spend money on the lines provided.