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Organizer
Curated OER

Family Profile Record Sheet

For Students 6th - 7th
In this math instructional activity, students learn real world math applications for budgeting expenses in a simulated family. Kids make a family profile with profession choice and monthly income. Students then fill out detailed budgets...
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Lesson Plan
Council for Economic Education

You Can BANK on This! (Part 2)

For Teachers 3rd - 5th
This is part two in a four-part instructional activity on banking and personal finance. For this instructional activity, learners analyze whether or not they have made a good purchase, then discuss how to make an informed decision about...
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Lesson Plan
Money Math for Teens

Debt Elimination - Power Tools for Building Wealth

For Teachers 10th - 12th Standards
What does it mean to be wealthy? Your learners will consider how carrying debt affects budgeting, and learn about the debt snowball strategy and how is it used in the concept of eliminating debt in order to build wealth.
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Lesson Plan
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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.
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Organizer
Curated OER

My Monthly Budget

For Students 6th - 12th
Here's a nice layout to work on a monthly budget. There's a section to write income: where  it comes from, the amounts, and any other notes. Then there's a section to write about expenses: what is purchased, the amount it costs, and...
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PPT
Curated OER

Financial Planning

For Teachers 9th - 12th
Only six steps to achieving a financial goal! Provide learners of any age with the tools to make and follow through with a sound financial plan. They'll review each of six steps needed to make a solid financial plan and discuss why they...
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PPT
Curated OER

Consumer Economics: Building a Budget

For Teachers 12th - Higher Ed
I think most of us adults could use a tip or two on how to budget our personal finances. Pass on some valuable knowledge to your pupils as they move into the real world. The presentation provides three easy steps to creating a personal...
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Lesson Plan
Curated OER

Financial Institution Comparison

For Teachers 8th - 12th
Once learners are ready to choose a bank, how do they make a smart decision for their financial needs? Scholars help each other by jigsawing the research in groups. After introducing checking and savings accounts with the attached...
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Lesson Plan
Curated OER

Book Club Order

For Teachers K - 3rd
Students complete a simulated book order form for their class. In this book club lesson, students budget and plan an order form for their fellow students, discussing why they chose specific books.
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Lesson Plan
Curated OER

Shopping-Unit Pricing

For Teachers 5th - 8th
Comparing unit prices of food products is a skill that learners will use for the rest of their lives. Here is a simple plan that provides practice calculating the unit price for various grocery store products. Use two jars with differing...
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Worksheet
Curated OER

Budget Worksheet

For Students 10th - Higher Ed
In this student budget worksheet, 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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Lesson Plan
Curated OER

The Bank of Good Habits

For Teachers 7th - 12th
Students explore investing and saving. In this investing lesson, students identify their own financial goals and hurdles to success, calculate interest, and simulate banking and investing transactions. Incentive certificates, a quiz, and...
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Lesson Plan
Curated OER

My Bank, My Budget, My Decisions!

For Teachers 3rd - 5th
Learners build a budget. In this philanthropy lesson, students write a personal budget that includes spending, saving, investing, and donating. Student philanthropists donate money to charities.
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Lesson Plan
Curated OER

Take Time to Save Now

For Teachers 6th - 12th
Students brainstorm reasons to save money, investigate impact of saving regularly using interactive, on-line calculators, explain how compounding interest affects savings, explore different strategies for saving money, and write personal...
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Lesson Plan
Curated OER

Being Thrifty is So Nifty

For Teachers 3rd - 5th
Students watch a video that focusing on budgeting while completing worksheets that include charts. They brainstorm ideas for budgeting time and money. They culminate the activity by planning an order from two different restaurants.
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Lesson Plan
Curated OER

What Can I Afford?

For Teachers 6th - 8th
Middle schoolers explore the costs of various cell phone plans, and various types of banking accounts to determine which one would yield the highest returns if the money saved from the cell phones were placed in different accounts.
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Lesson Plan
Curated OER

Banking for Your Future

For Teachers 4th - 8th
Students get a handle on their own personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study the Federal Reserve System, which oversees the nation's banks.
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Lesson Plan
Curated OER

Christmas Shopping

For Teachers 3rd - 5th
Young scholars pretend to buy age/gender appropriate Christmas presents using a given budget for a specified number of people.
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Lesson Plan
Curated OER

Charity Begins At Home

For Teachers 6th - 12th
Students read and discuss "Prosperity Extends Its Reach, but Not Far Enough to Benefit All," and examine the difficulty, for the working poor, in making ends meet, and propose philanthropic solutions.
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Lesson Plan
Curated OER

Lesson Exchange: Design and make Cents (Elementary, Mathematics)

For Teachers 6th
Sixth graders work in teams to design the perfect bedroom. The teams must create a room that is functional, original, and stays within a budget of $650.
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Lesson Plan
Curated OER

Money Management Part I: Money and You: An Introduction to Money Management and Budgeting

For Teachers 7th - 8th
Learners discuss personal finance and create personal budgets. They discuss the importance of managing their money and how money management skills impact their future. Note: This lesson plan is intended for use with a SMART Board and...
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Lesson Plan
Curated OER

The Fuelish Fact Finding

For Teachers 8th - 10th
Students define fluctuation and the price of food. In this algebra lesson, students create a budget to live on based on their living expenses. They create a chart and explore the cause and effect of real life scenarios.
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Organizer
Curated OER

Buying and Owning a Home: Monthly Budget Worksheet

For Students 7th - 12th
In this personal finance instructional activity, students complete the graphic organizer as they chart the 40 listed monthly expenses for 2 months.
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Lesson Plan
Curated OER

Shopping: In a Cafe

For Teachers 2nd - 5th
Students explore English by participating in a role-playing activity. In this food ordering lesson plan, students utilize new vocabulary terms to conduct short dialogues with fictitious servers in a Cafe role-play activity. Students...