+
Lesson Plan
Curated OER

How to Achieve Your Financial Goals

For Teachers 2nd - 5th
Students explore economics by creating a budget. In this financial goal setting lesson, students investigate their use of time by completing a worksheet. Students identify financial goals they would like to achieve in the next several...
+
Worksheet
Curated OER

Real Life Challenge ~ Budget

For Students 9th - 12th
In this consumer mathematics worksheet, students complete one month of budgeting by completing each of the statements with the appropriate information. Then they calculate their total expenses for the month minus their savings account...
+
Lesson Plan
Curated OER

Savings and Consumption

For Teachers 9th - Higher Ed
Learners engage in a study that is focused upon the practice of how financial savings is accumulated and spent. This is based upon the rate of consumption with spending. The lesson helps students to create a working budget according to a...
+
Worksheet
Curated OER

Month 6 Budget

For Students 9th - 12th
In this consumer mathematics worksheet, students complete each statement with their appropriate information. Then they calculate their total expenses for month six and subtract a portion for savings.
+
Worksheet
Curated OER

Month 2 Budget

For Students 11th - Higher Ed
In this consumer mathematics worksheet, students complete a monthly budget by completing each category on the sheet. They fill in the blanks and calculate their totals for month two.
+
Lesson Plan
Curated OER

Personal Budgeting Project

For Teachers 8th - 11th
Students create an Excel spreadsheet of a personal budget by estimating their possible income and monthly expenses from a worksheet. They group together to create a family unit and use the personal budget sheets to plan a family budget.
+
Worksheet
Curated OER

Real Life Challenge

For Students 7th - 9th
In this consumer mathematics learning exercise, students use the newspaper to complete the sheet and figure out their budget for the next six months. They include parenting challenges and a new baby in their budget factors.
+
Lesson Plan
Curated OER

The REAL Cost of College

For Teachers 7th - 12th
Students explore the cost of college and how to plan and save. In this money management lesson students do research on the cost of college, learn about making financial choices, earning, spending, saving, investing and how they apply to...
+
Lesson Plan
Curated OER

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...
+
Lesson Plan
Curated OER

The Berenstain Bears' Mad, Mad, Mad Toy Craze

For Teachers 1st - 3rd
Young scholars use the book, The Berenstain Bears' Mad, Mad, Mad Toy Craze, to explore spending, collecting, opportunity cost, saving, and speculating.
+
Lesson Plan
Curated OER

A Gift for Mama

For Teachers 5th - 7th
Students read a novel about savings and complete activities to define short and long term saving goals. In this income and savings lesson, students read A Gift for Mama and answer discussion questions for it. Students define the terms...
+
Lesson Plan
Curated OER

Huddle up with a Character based Economic Plan to help Community Friends

For Teachers 3rd - 5th
Young scholars complete Perseverance, Courage, and Caring lessons from Get into the Game: Beyond Winning to properly prepare students for cooperative group learning and create a class climate conducive for a successful unit. They create...
+
Lesson Plan
Curated OER

Scoring a Financial Education

For Teachers 10th - Higher Ed
Students explore the concept of money management. In this money management lesson, students read an article about students taking a finance course in high school and college. Students discuss the importance of money management. Students...
+
Lesson Plan
Curated OER

Credit Interview

For Teachers 9th - 12th
Student determine a safe debt load. In this credit interview lesson, students explore the importance of budgeting, saving and investing. They examine the pros and cons of using a credit card. Students discuss how to build credit, apply...
+
Lesson Plan
Curated OER

Money Management

For Teachers 3rd - 4th
Students role play buying and selling items. For this economics lesson, students are given play money with which to purchase items, as well as value their own items for others to buy. Each student in the group works together to decide...
+
Worksheet
Curated OER

Final Analysis

For Students 7th - 9th
In this consumer mathematics activity, learners calculate the total amount of money they earned during a project given. Then they transfer the expenses from each month to find their totals. Students also calculate to find their final...
+
Lesson Plan
Curated OER

Building Tolerance for Poverty in Math

For Teachers 6th
Students explore approximate and exact solutions. In this interdisciplinary instructional activity, 6th graders will be placed in 'family groups' to create a budget that is subject to random events as chosen from the 'things happen' box....
+
Lesson Plan
Curated OER

Shopping for a Party

For Teachers 2nd
Second graders produce a budget for a party.  In this money management lesson, 2nd graders create a budget for an imaginary party they will have based on a $20.00 limit.  Students observe a video clip in class discussing budgets. 
+
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.
+
Lesson Plan
Curated OER

Managing Your Money

For Teachers 3rd - 12th
Students discuss different money management options in a variety of situations. They identify moments to share, spend and save money.
+
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.
+
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 4th - 8th Standards
Cha-ching! You just hit the jackpot with this interactive consumer math unit. Supported by a series of online lessons and activities, these lessons engage students in applying their math skills to real-life personal finance problems...
+
Lesson Plan
Curated OER

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.
+
Unit Plan
Wells Fargo

Hands on Banking

For Teachers 6th - 8th
Encourage middle schoolers to be proficient and knowledgeable in the economic world with a series of personal finance lessons. Focusing on banking, credit, budgets, and investing, the activities guide learners through financial literacy...