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Lesson Plan
Curated OER

Wise Pockets

For Teachers 3rd - 6th
Using children's picture books and role-playing activities, youngsters begin to learn about personal finance management. These lesson plans are engaging and intend to endow pupils with skills for making wise decisions with money as they...
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Lesson Plan
Curated OER

Holiday Wish Lists

For Teachers 3rd
Have your class create wish lists in order to practice money-management skills. Learners make a list of items they would like to buy. Then they do research on the Internet to identify the price of each item. And, finally, they add up the...
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Lesson Plan
Curated OER

Alexander, Who Used to Be Rich Last Sunday

For Teachers 4th
Fourth graders read the story Alexander, Who Used to Be Rich Last Sunday and discuss money issues. In this money lesson plan, 4th graders create a budget.
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Lesson Plan
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Money Management

For Teachers 5th - 6th
Pupils explore money management skills and economics thru a creative project where students earn "money" for their assigned "jobs." They keep track of their income and expenses in a transaction record and explore the Excel money...
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Worksheet
Curated OER

Designing a Theme Park on a Budget

For Students 5th - 6th
For this math worksheet, student use problem solving skills to plan and design a futuristic theme park on a budget. Students draw the park on graph paper and set prices for admission and budget for all ongoing costs. This page is from...
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Lesson Plan
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Saving and Spending

For Teachers 1st - 2nd
Students 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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Interactive
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Vocabulary Review - Money

For Students 5th
For this vocabulary review - money worksheet, 5th graders interactively complete 15 sentences by selecting the correct word about money and finances with immediate online feedback.
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Lesson Plan
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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

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...
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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
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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...
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Lesson Plan
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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....
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Lesson Plan
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Party Math

For Teachers 10th - 12th
Young scholars create a spreadsheet that they will use to plan a small party or outing. They calculate expenses and stay within a budget amount for their party.
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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...
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Lesson Plan
Curated OER

Why Save? Better Off Saving

For Teachers 6th - 8th
Students examine the pros and cons of saving versus spending money and evaluate real-life situations as well as their own spending habits. They discuss the best and worst purchase they have made and why, explore the "Downtown...
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Worksheet
Curated OER

Family Member

For Students 4th - 8th
For this worksheet on family members, students describe what is meant by family, their duty to family, and family meetings. In addition, they create a budget for their family for one month keeping track of all expenses for 7 days....
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Lesson Plan
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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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Curated OER

Savings Accounts and Interest

For Teachers 1st
First graders study money, banks, and getting interest on money. In this consumer math lesson, 1st graders listen to Stan and Jan Berenstain's, Berenstain Bears' Trouble With Money. They use the concepts in the book to discuss...
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Lesson Plan
Curated OER

Home is the Place

For Teachers 6th - 8th
Students apply the concepts of computation, area/perimeter; maximum/minimum; percentage; statistics; and scale drawings to a real world situation. They plan their dream home within a given set of constraints such as budget and zoning.
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Worksheet
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Anthony's Allowance

For Students 5th - 6th
In this problem solving worksheet, students read one problem about a boy who saves a specified amount of money each day. Students identify the pattern and answer the questions.
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Lesson Plan
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Having a Savings Plan

For Teachers K - 2nd
Students discover the importance of saving and spending. In this finance instructional activity, students read the book Kermit the Hermit and discuss the differences between needs and wants. The students complete worksheets concerning...
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Lesson Plan
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Borrowing and Lending

For Teachers 4th
Fourth graders investigate the advantages and disadvantages of borrowing money. In this financial awareness instructional activity, 4th graders read the book Ben and Me and create a table displaying the advantages and disadvantages of...
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Lesson Plan
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Short-Term and Long-Term Savings Goals

For Teachers 5th
Fifth graders discover how saving money can apply to their lives. In this personal finance lesson, 5th graders use the book The Leaves in October, as a conversation starter on income, savings and setting goals. Students explore the...
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Lesson Plan
Curated OER

Less Than Zero

For Teachers 2nd - 4th
Students keep track of money. In this money management lesson, students read Less Than Zero by Stuart J. Murphy and manipulate a number line to keep track of spending and borrowing in the story.

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