Unit Plan
North Carolina Department of Public Instruction

What Is A Bank?

For Teachers 6th - 9th
You're never too young to learn about banking and personal finance. Use a set of seven banking lessons to teach middle schoolers about checking and savings accounts, interest rates, loans and credit cards, and safety deposit boxes.
Worksheet
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What's in Your Piggy Bank?

For Students 1st - 2nd Standards
Fill up your piggy banks! First graders find different ways to fill up cute piggy banks with 30 cents. Will they use two dimes and two nickels? Or a quarter and five pennies? Use this activity with groups to reinforce your money math...
Worksheet
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Money Banks

For Students 1st
In this different coins worksheet, 1st graders guess which piggy bank has the most money in it. Then students count the actual amount of money in each piggy bank by counting and adding up the coins.
Lesson Plan
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"The 1,000,000 Pound Bank Note" by Mark Twain

For Teachers 7th - 9th
Compare real events from Mark Twain's life to events in the story. Middle school readers identify point-of-view, its purpose, and its reliability by citing two examples. They describe the tone of the story using four examples and...
Worksheet
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Advanced Crossword Puzzle - Banking

For Students 5th - 8th
In this banking crossword puzzle worksheet, students use the 10 clues to fill in the blanks in the crossword puzzle with the appropriate answers.
Lesson Plan
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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
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Money, Money, Honey Bunny!

For Teachers K - 3rd
Students read a story about spending and saving money and talk about the difference between goods and services. In this money lesson plan, students also play a matching game to review the story and practice rhyming words from the story.
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Thinking About Money

For Teachers K - 2nd
Students 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."Students use a Venn...
Worksheet
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Banks: Word search

For Students 4th - 6th
Tellers, loans, and money oh my! What fun, a bank-themed word search. The class needs to locate and circle 18 banking related terms. Tip: Have them compose sentences using the banking words. 
Lesson Plan
Federal Reserve Bank

Bunny Money

For Teachers K - 1st Standards
Teach your class about saving, spending, and goal setting with a story about a couple of bunnies who went shopping and related activities. Learners keep track of the bunnies' spending, practice identifying long- and short-term savings...
Worksheet
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K12 Reader

Money, Money, Everywhere!

For Students 2nd - 3rd Standards
Pennies, nickels, dimes, quarters, half-dollars, dollars. Here's a comprehension instructional activity that asks young readers to respond to a series of questions based on a passage about money.
Lesson Plan
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Show Me The Money!

For Teachers Higher Ed
Students select which bank would best meet their needs. In this lesson on personal banking, students write a summary stating which bank and bank accounts best suit their own needs.
Lesson Plan
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The History of Money

For Teachers 4th - 5th
In this social studies worksheet, learners investigate the history of paper money and coins. Students read paragraphs about what early people used for money and what kinds of banks were used. Learners complete a crossword puzzle.
Lesson Plan
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Coin Counting

For Teachers 1st
First graders identify value of coins and complete coin counting activities.
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Banking: Life Skills Vocabulary

For Students 6th - 9th
In this banking terminology instructional activity, students fill in a crossword puzzle as they figure out the answers to fourteen clues associated with banks.
Lesson Plan
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Managing My Money

For Teachers 2nd
Second graders use The Berenstain Bears' to learn about money management. In this money management lesson, 2nd graders read The Berenstain Bears' Dollars and Sense book and complete the 'Rainy Day' worksheet. Students then discuss the...
Lesson Plan
Federal Reserve Bank

The Case of the Shrunken Allowance

For Teachers 1st - 3rd Standards
An allowance is an important thing! Make sure your kids know how to save and spend their own money. Using the book The Case of the Shrunken Allowance as a starting point, this plan covers income, spending and saving, counting, and more.
Lesson Plan
Federal Reserve Bank

Something Special For Me

For Teachers 1st - 3rd Standards
People often save money, but what are the benefits and drawbacks of that action? Youngsters learn about saving, savings, and opportunity cost through the lens of a short book, called Something Special for Me.
Lesson Plan
Federal Reserve Bank

The Pickle Patch Bathtub

For Teachers 3rd - 5th Standards
What do your pupils want to save up their money for? Based around the book The Pickle Patch Bathtub, this lesson covers opportunity cost, saving, and spending. Learners participate in a discussion and practice making their own...
Lesson Plan
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Banking Account Options

For Teachers 9th - 12th
Young scholars explore and discuss the various account options available to them at the bank. They create a paragraph stating the pros and cons of each kind of banking account. This lesson is intended for students acquiring English.
Lesson Plan
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Banking And Making Change

For Teachers 12th
Twelfth graders simulate making purchases based on infromation located in supermarket flyers. Working in groups, 12th graders alternately make purchases and calculate change from a given amount. Students role play common bank...
Lesson Plan
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Opening A Bank Account

For Teachers 9th - 12th
Young scholars identify the different types of accounts offered by local banks. Students review and define appropriate banking terms when opening an account. Working in pairs, young scholars role play the proper way to open an account....
Worksheet
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Vocabulary Lesson: Money - Worksheet 5

For Students 7th - 9th
In this money vocabulary worksheet, students fill in the blanks in 6 sentences using the word bank at the top of the page. They use words such as inherit, borrow, steal, waste, and withdraw.
Lesson Plan
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Economy Introduction: Jack and the Bank Stock

For Teachers 3rd
Third graders explore the functions of money. In this economics instructional activity, 3rd graders read Jack and the Beanstalk to discover the three main functions of money.

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