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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...
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Activity
Conneticut Department of Education

Personal Finance Project Resource Book

For Teachers 6th - 12th
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math activities with...
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Lesson Plan
Texas Education Agency (TEA)

Financial Planning in Business

For Teachers 9th - 11th
It's all about the Benjamins! Scholars conduct research about a franchise to determine how much money they need for a startup business and create a PowerPoint to share what they found. Also, they design an informative brochure to show...
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PPT
Curated OER

A Guide to Financial Analysis

For Teachers 12th - Higher Ed
Knowing good project management means knowing how to conduct good financial analysis. Learner are introduced to the ins and outs of financial planning as it relates to cost, benefit, and project capital investment. 
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Lesson Plan
EngageNY

The Mathematics Behind a Structured Savings Plan

For Teachers 10th - 12th Standards
Make your money work for you. Future economists learn how to apply sigma notation and how to calculate the sum of a finite geometric series. The skill is essential in determining the future value of a structured savings plan with...
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Lesson Plan
Curated OER

Financial Planning for Catastrophe

For Teachers 9th - 12th
Students examine the case of The Gulf Coast and relate it financial importance. In this financial planning lesson plan, students watch a video and then begin to analyze how to plan for the unexpected by reviewing the financial components...
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Lesson Plan
Curated OER

Financial Planning For Catastrophe

For Teachers 8th - 9th
Students explore the concept of financial planning for a catastrophe. In this financial planning lesson plan, students discuss the devastation that Hurricane Katrina wrought on the Gulf Coast. Students create budgets to plan for a...
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Unit Plan
We are Teachers

What Goes Up Must Come Down

For Teachers 9th - 12th Standards
From understanding stock market performance and return on investment to identifying the costs and benefits of credit and avoiding debt problems, this is an absolute must-have resource for financial planning and literacy.
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Lesson Plan
Curated OER

Preparing a Business Plan to "Be Your Own Boss"

For Teachers 10th - 12th
Do your scholars strive to work for themselves some day? Help young entrepreneurs  create a business plan for an original idea and present it to a "board of directors." They complete online research (some links provided) and put together...
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Lesson Plan
Curated OER

The Business of Credit

For Teachers 7th - 12th
Learn about credit ratings and how it plays a role in the function of small businesses. Learners use their knowledge of good and bad credit to role play and determine good credit vs. bad credit in the area of small businesses.
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Lesson Plan
Curated OER

Reality Store: How to Plan a Budget, Pay Bills, and Manage Your Money

For Teachers 1st - 5th
Students plan a budget and pay bills when they visit the "Reality Store," a series of classroom studying stations. The use of paying bills and running a class store is used to help students grasp the concept of business.
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Lesson Plan
Curated OER

Money: Bucks, Banks, and Business

For Teachers 6th - 8th
Put economics and currency exchange rates into a real-world application kids can understand. They'll compare bus fares from various cities around the world. Each child selects three international cities to research. They determine the...
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Lesson Plan
Curated OER

Decisions, Decisions

For Teachers 11th - 12th
Young scholars open their own financial management consulting firm, which offers a variety of financial advice. They prepare a financial plan for a simulated client.
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Worksheet
Federal Reserve Bank

What Do Financial Market Indicators Tell Us?

For Students 9th - 12th Standards
Explain the four categories of financial indicators (commodity prices, stock indexes, interest rates, and yield spreads), and help your class members understand how changes in this data can affect decisions regarding consumer spending,...
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Lesson Planet Article
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Curated OER

Sticking to a Budget

For Teachers 8th - 10th
Set scholars up for financial success by throwing them into the hypothetical real world.
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Lesson Plan
Curated OER

Financial Dieters Make Progress

For Teachers 9th - 12th
High schoolers give financial advice. In this financial lesson plan, students read real-life financial problems. They explore the problem and make recommendations for a financial remedy.
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Lesson Plan
Curated OER

The Planning Commission

For Teachers 6th - 8th
Students design a sound community. In this communities lesson, students take on the role of city planners and identify the needs of the community. Students develop a blue print to meet the needs of the community and include new...
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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 personal...
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Lesson Plan
Curated OER

Avoiding Consumer Fraud: Financial Scams and Schemes

For Teachers 9th - 12th
Young consumers get a hefty dose of information on how fraud can put their financial health at risk. The resource provides detailed lecture notes, scaffolded notetaking sheets, vocabulary worksheets, transparencies, and seven links to...
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Lesson Plan
Curated OER

Business Forecasting

For Teachers 9th - 12th
High schoolers examine the methods of business forecasting and their purpose. They calculate moving averages and predict future sales. They evaluate the reliability and validity of the techniques.
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Lesson Plan
Curated OER

Business Analysis and Sales Forecasting - Lesson Plan: 3 x 1 hour lessons

For Teachers Higher Ed
Students view and discuss a PowerPoint presentation (provided as a link on the lesson plan). Students analyze trends and problems bussinesses face in establishing and identifying trends.
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Lesson Plan
Curated OER

What Is a Business?

For Teachers 2nd - 3rd
Students discover how to maintain successful businesses as they assume the roles of owners and drivers of their own ice cream trucks.
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Lesson Plan
PBS

Could You Start a Business?

For Teachers 7th - 12th
High schoolers learn how a business starts and finds financial independence. For this lesson, students learn the struggle of financial management, the costs of running a business and how to keep a budget.
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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.