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Financial Planning

For Teachers 8th - 10th
Students research possible careers. They determine typical starting income for the career. Using collected information, students develop a budget for their starting income. Students consider car payments and research the process of...
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Estimate a Dinner Plate

For Teachers 2nd - 3rd
Students work with a partner to solve the real-world problem of planning a favorite meal given a specific budget. They review and practice estimation strategies to determine the reasonableness of calculations in a given situation.
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Saving and Spending

For Teachers 1st - 2nd
Learners identify the reasons why they believe people save money. After this list, they discuss what they spend their money on and determine if the reasons for saving money change over time. In groups, they use the story of "Uncle Jed's...
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Saving Makes Cents

For Teachers K - 2nd
Students identify ways families save money. In this financial instructional activity, students read the book A Chair for My Mother and discuss ways to save money. Students identify coin values and practice counting money.
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Shopping!!!

For Teachers 5th - 6th
Learners explore money management. In this financial awareness lesson, students are given an amount of money and a sheet of objects to choose from to buy. Learners choose only five objects they can afford to "buy."
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Why We Save

For Teachers 2nd - 8th
Young scholars discover how to save money. In this financial planning lesson, students read the story Spend or Save? and discuss ways to save money. Young scholars choose a character from the story and write about a financial decision...
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There's No Business Like Bank Business

For Teachers 3rd - 5th
Students participate in a role play where they see how a bank works and how interest is paid by having money in the bank. In this bank lesson plan, students operate a bank and learn about saving, accounts, deposits, withdrawals,...
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What A Trip!

For Teachers 9th - 12th
High schoolers plan a vacation trip from start to finish. Given a budget, they make decisions regarding where they would like to go, what mode of transportation they will use, where they will lodge, and what attractions they will visit...
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Stone Fox

For Teachers All
Students use the book, Stone Fox, to explore income, capital, saving, taxes, and credit. Stone Fox tells the story of Little Willy, a ten year old who enters a challenging dog-sled race in hopes of winning money to pay the back taxes on...
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Spend, Save, Invest or Donate (9-12)

For Teachers 9th - 12th
Learners explore the concept of personal finance. In this philanthropy lesson, students examine decisions they make about money as they discover the definitions of philanthropy, resources, scarcity, choice, benefits, costs, opportunity...
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Understanding Tax: Your Role as a Tax Payer

For Teachers 9th - 12th
Every adult should know that it is their responsibility to help fund public goods and services by paying taxes. Help young people get a handle on the history, evolution, purposes for, and reasons why they should pay taxes too. 
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After 6 Months of Financial Dieting

For Teachers 9th - 12th
Explore the concept of financial planning by reading an article about 5 families and their plans to save money. Students discuss the progress each family made financially after three months, and then make their own financial plan.
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Balancing a Budget

For Teachers 9th - 12th
Students investigate money management.  In this secondary mathematics lesson, students participate in a cost-of-living budget simulation in which they calculate monthly and yearly projected costs.  Students investigate housing...
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Grocery Shopping and Budgeting

For Teachers 9th
Ninth graders establish a food budget based on individual needs and resources. They evaluate grocery stores and establish guidelines for purchasing specific foods.
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Money & Work

For Teachers 12th
Twelfth graders explain basic information concerning financial investments. They identify consumer rights and responsibilities and effective practices for purchasing consumer goods, services, housing and insurance. They list steps in...
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Earth's Radiation Budget

For Teachers 12th
Twelfth graders explore the Earth's radiation budget using Earth radiation Budget Experiment (ERBE) data archived at the IRI/LDEO Climate Data Library. They use photometers and light sources to work through several hands-on activities...
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COULD YOU START A BUSINESS?

For Teachers 9th - 12th
Students learn how a business starts and finds financial independence. In this lesson, students learn the struggle of financial management, the costs of running a business and how to keep a budget.
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A Family Spending Plan

For Teachers 6th - 8th
Students investigate family expenditures. In this family budget instructional activity, students examine the wages and expenditures of family and then create a monthly budget for the family to follow.
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Learn to Build a Rocket in 5 Days or Your Money Back

For Teachers 3rd - 5th
Students discover the entire process that goes into designing a rocket for any customer. They study important factors such as supplies, ethics, deadlines and budgets. Also, students explore about the Engineering process, and recognize...
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Taxes: Where Does Your Money Go?

For Teachers 9th - 12th
Students explore the concept of taxes. In this tax lesson, students investigate types of taxes and deductions taken out of a paycheck before they see it. Students calculate the tax on a given dollar amount. Students discuss 401(k)s...
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Math Applications 1

For Students Higher Ed
In this systems of equations activity, students solve 5 different word problems that include writing an equations and solving it by applying a system of equations. First, they write an equation that when solved will give the required...
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The Real Way to Moolah Beach!

For Teachers 7th - 12th
Learners explore various avenues to the difficulties of managing money. They view key insights into the basics of managing their finances. Keeping an accurate checkbook and accounting system is covered in depth within this lesson.
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Budgeting 101

For Teachers 7th - 12th
Students identify various sources of income and discern between needs and wants as they also learn to create a personal budget.  In this personal budget lesson, student understand financial scenarios as they relate to different ways...
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Making Choices to Save Money on Food

For Teachers 5th - 8th
Students review lists of coupons and complete a worksheet to analyze the benefits of the specials. In this household budget activity, students determine which foods are nutritional and the advantages of using coupons or specials to save...

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