Visa
Banking Services
From writing and depositing checks to comparing ATM and debit cards, pupils develop financially savvy practices and build foundational knowledge of the financial service products available through banking institutions.
Curated OER
What Is the Federal Reserve?
Students examine simple bank transactions. In this banking lesson, students analyze banking transactions such as deposits, loans, and how they hold reserves. They participate in simulations of the process of clearing a check and the...
Beyond Benign
Final Budget
Be sure you have enough money to build a house. The 14th lesson in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of spending...
Curated OER
Checks and Balances
Students examine how bank checks work and follow the "journey" of a written check. They discuss how transactional accounts work, identify and discuss the various parts of a check, and participate in a simulated business transaction...
Curated OER
The Bank of Good Habits
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...
Curated OER
Banking Services
Pupils analyze the banking services and complete related activities. In this banking lesson, students review the services available at a bank and interview people for about the banking services they use. Pupils shop for checking account...
Illustrative Mathematics
Paying the Rent
Learning how a bank account works is a useful tool. The exercise in the resource is to deduct rent from a checking account and create an equation from a description. Participants then graph the balance of the bank account versus months...
EngageNY
The Power of Algebra—Finding Primes
Banks are responsible for keeping our financial information safe. Mathematics is what allows them to do just that! Pupils learn the math behind the cryptography that banks rely on. Using polynomial identities, learners reproduce the...
Curated OER
Checkbook Math
Twelfth graders simulate balancing checkbooks by applying required mathematical operations. They examine newspaper ads from banks and compare various services they offer. They discuss the uses of credit and debit cards.
Center for Literacy and Disability Studies
Personal Financial Literacy: Checking
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.
Curated OER
Be the Kiwi: Money and Banking
Middle schoolers practice converting money systems and interest. In this money activity, students convert U.S. and New Zealand dollars. Middle schoolers also discuss international travel and money exchange rates.
Curated OER
Debit or Credit-You Decide
Students identify the similarities and differences between an debit and credit card. In this debit or credit lesson plan, student explain the advantages and disadvantages of using cash and consumer credit to purchase good and services...
Curated OER
A Lesson to Accompany "Benjamin Franklin and the Birth of a Paper Money Economy"
Students examine the role of money in the colonial economy by participating in a trading activity. In this colonial economy lesson, students complete an activity to learn about colonial trade and what happens when there is a lack of...
Curated OER
Add and Subtract Integers Worksheet
In this adding and subtracting integers worksheet, students review integer rules by completing 19 drill and practice questions. They work in pairs to compute the total left in a fictitious bank account after several withdrawals and...
Curated OER
Using An ATM
Students engage in a lesson on how to use an ATM, or Automated Teller Machine. They see how to bank with an ATM and practice banking using several different types of transactions. This lesson includes a teaching worksheet to practice...
Curated OER
My Money
Learners identify and interpret the relationships between various components of currency, discusses the uses of money, and provides advanced lessons on making change. They also identify the various ways that money is used and how to use...
Curated OER
A Lesson to Accompany "Benjamin Franklin and the Birth of a Paper Money Economy"
Learners investigate the role of money in the colonial economy. In this colonial economy lesson plan, students participate in a trading activity, read the booklet "Benjamin Franklin and the Birth of a Paper Money Economy," participate in...
Curated OER
Mathematics Applications
In this annual percentage rate worksheet, 10th graders solve 4 different word problems that relate to determining the interest rate and balance due for each problem. They solve each problem using an annual percentage table when...
Curated OER
Monetary Policy
Students develop an understanding of monetary policy. In this monetary policy lesson, students define economic indicators and specify the economic conditions they reflect. Students explain the three functions of the system and play a...
Curated OER
Check Register
In this math learning exercise, learners solve the problems that focus upon the real life application of keeping a check register or record of transactions.
Curated OER
What is Credit?
Students listen to a guest speaker discuss credit, and what lenders look for when approving loans. They investigate savings and loans, banks, credit unions and finance companies to find out what A.P.R. they charge for certain items.
Council for Economic Education
Using an Excel Checkbook
High school is the time that many scholars get their first jobs. Help young entrepreneurs apply economic principles to crucial skills for their new jobs and for functioning in society in general. They use Excel to balance a checkbook by...
Curated OER
Composite Functions and Inverse Functions
In this function worksheet, students complete five lessons all with exercise sets, examples, and definitions, and one set of miscellaneous exercises. The concepts covers include: composite functions, inverse functions, graphs of...
Curated OER
Undercurrents Of Currency
Students investigate the currencies used by different countries, and explore the principles of currency trading by exchanging currencies at current market rates. They, in groups, access websites which give them current rates.