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
Curated OER

Money Management Part III: Savings Accounts and Cash vs. Credit

For Teachers 7th - 8th
Help your class understand the importance of saving and managing their money. Here is part three to a unit on credit, cash, and savings. Learners discuss savings accounts and the idea that a budget plan can help them avoid costly credit...
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
1
1
Federal Reserve Bank

A Penny Saved

For Teachers 10th - 12th Standards
Budgeting, net vs. gross pay, savings, and fees are all key elements of personal financing and essential for your class members to learn about as young adults.
Lesson Plan
Carolina K-12

Personal Financial Literacy: Saving and Investing

For Teachers 10th Standards
When should you save, and when should you invest? In considering this question, your class members will also learn about the time value of money, inflation, compounded interest, and income/growth investments. The resource also outlines...
Lesson Plan
Curated OER

Accounting - Analyzing Transactions to Debit/Credit Parts

For Teachers 9th - 12th
Students are introduced to how transactions are analyzed with debits and credits. In groups, they complete a T-chart in which the account increases with credits and decreases with debits. To end the lesson, they analyze the various...
Lesson Plan
Curated OER

Accounting -- Journalizing Transactions

For Teachers 9th - 12th
Learners are introduced to a five column way to record transactions. In groups, they discuss the importance of source documents when recording the transactions and balancing the account at the end of the month. To end the lesson, they...
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
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

Sea Turtle Math

For Teachers 6th - 8th
Students consider the future of endangered species. In this conservation lesson, students view a slide show and use mathematical data to construct a prediction for the survival of an endangered species. This lesson includes, personal...
Lesson Plan
Visa

Privacy Please: Protecting Your Identity

For Teachers 9th - 12th Standards
What are the different ways we are susceptible to identity theft? Impress the importance of protecting personal information and privacy with this resource, which includes an excellent video clip, discussion prompts, and worksheets for...
Lesson Plan
Curated OER

There's No Accounting for Good Journals

For Teachers 10th
Tenth graders create journals on their spending habits. In this money-management lesson plan, 10th graders create and keep journals of their personal income and expenditures. Students learn to use Excel to create a spreadsheet for their...
Lesson Plan
Curated OER

Opening your first bank account

For Teachers 9th - 12th
Students investigate opening a bank account.  In this secondary Consumer Mathematics lesson, students  read A Guide to Your First Bank Account and take a short quiz on the information.
Lesson Plan
1
1
Federal Reserve Bank

Banking on Debit Cards

For Teachers 10th - 12th Standards
What are the advantages and disadvantages of using a credit card versus a debit card? What are the costs of using a debit card irresponsibly? Here you'll find a lesson plan on key concepts that every learner should know...
Unit Plan
Federal Reserve Bank

It's Your Paycheck

For Teachers 6th - 12th Standards
Beyond reading and arithmetic, one of the most important skills for graduating seniors to have is fiscal literacy and responsibility. Start them on the right financial track with nine lessons that focus on a variety of important...
Worksheet
Curated OER

Shopping for Credit Exercise

For Students 8th - 12th
In this personal budgeting worksheet, students compare 3 credit card offers and determine which would benefit them the most. Students respond to 6 short answer questions about the exercise.
Unit Plan
Finance in the Classroom

Unit on Checking

For Teachers 9th - Higher Ed
As part of a four-lesson unit on personal finances, class members practice using a checkbook. Exercises include writing checks, filling out deposit and withdrawal slips, and keeping a check register. 
Unit Plan
Beyond Benign

Can You Hear Me Now? Cell Phone Accounts

For Teachers 9th - 12th Standards
How sustainable are cell phones? Throughout the unit, learners explore the issues around cell phones concerning sustainability. Class members take a graphical look at the number of cell phones across the world using a box-and-whisker...
Worksheet
Henrico County Public Schools

Factoring

For Teachers 9th - 11th Standards
Need a way to keep your mathematicians interacting while factoring quadratics? This worksheet relies on group interaction to correct and proceed with multiple factoring problems. Individuals sign their name when they...
Lesson Plan
Curated OER

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
Curated OER

Banking on Family

For Teachers 6th - 8th
Students examine the meaning of a trust bank account. In this financial awareness lesson, students brainstorm ways they are trustworthy to their family and define the meaning of a trust bank account.
Lesson Plan
Curated OER

Money Math Lessons for Life

For Teachers 7th - 9th
An outstanding lesson on financial literacy is here for you. Learners are presented with six scenarios, then compute the amount of savings they will have in their accounts. They complete a series of exercises designed to teach them that...
Lesson Plan
1
1
Federal Reserve Bank

Less Than Zero

For Teachers 2nd - 4th Standards
Perry the penguin wants to buy a new scooter, but he doesn't have any funds! Walk your kids through the short book Less Than Zero, and have them track his borrowing, spending, and saving on a line graph while you read. Pupils will learn...