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Lesson Plan
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Take Charge of Your Financial Future

For Teachers 2nd - 5th
Students discuss Biz Kids understanding that it is a program to help people become financially educated. In this mathematics lesson, students view an episode and discuss what they would do if given various situations like going out or...
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Lesson Plan
Curated OER

Franchise Opportunity

For Teachers 9th - 12th
Students identify and evaluate franchise as a business opportunity. Lesson is culminating project in a business course.
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Lesson Plan
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Buying New Stuff

For Teachers 7th - 12th
Young spenders take a look at the best ways to save and spend money. This type of financial education is lacking in schools, so implementing this lesson would be of great value to your students. Things like bank checking account fees,...
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Lesson Plan
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The Industrial Age in America: Robber Barons and Captains of Industry

For Teachers 6th - 8th
Middle schoolers define terms "robber baron" and "captain of industry," list positive and negative actions of one or more captains of industry/robber barons, and take and support stand as to whether particular financier/industrialist is...
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Lesson Plan
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PowerPoint Project for Creating a New Business

For Teachers 9th - 12th
Students create a mock new business for which they design a PowerPoint presentation. They include company information, financial statements, graphs, advertising and management promotion pages in the final presentation.
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Lesson Plan
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From the Mixed Up Files of Mrs. Basil E. Frankweiler

For Teachers 3rd - 7th
Students listen to From the Mixed-up Files of Mrs. Basil F. Frankweiler and discuss wants and needs.  For this iincome and expenses lesson, students relate the adventures of the children in the book to a real life financial situation....
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Lesson Plan
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The Life of Milton Hershey

For Teachers 6th - 8th
Students examine the life and business success of Milton Hershey. They conduct an interview with a local entrepreneur, define key vocabulary terms, develop a list of jobs they can do to earn money, read a biography of Milton Hershey,...
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Lesson Plan
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PLANNING A DIVERSIFIED INVESTMENT PORTFOLIO

For Teachers 12th
Twelfth graders research stocks and how to read and interpret financial data. They choose 5 companies to invest in and track their performance over 10 weeks. They create a spreadsheet which shows the results.
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Lesson Plan
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The Business of Interest

For Teachers 7th - 12th
Students learn about finance and money management and use math to solve problems, communicate, and explore real life situations as they deal with banks. In this financial management lesson, students apply their math skills to real life...
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Lesson Plan
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The Business of Credit

For Teachers 10th - 12th
Learners explore the concept of credit. For this credit lesson, students discuss the necessities to start-up a new business. Learners discuss cost of a new business, loans, and credit. Students create their own business and apply what...
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Lesson Plan
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The Berenstain Bears' Mad, Mad, Mad Toy Craze

For Teachers 2nd - 4th
Students explore personal finances. In this money management lesson, students read The Berenstain Bears' Mad, Mad, Mad Toy Craze. Students examine the spending habits of Brother Bear and Sister Bear. Students analyze opportunity costs as...
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Worksheet
Curated OER

Credit Inventory

For Students 4th - 6th
In this money management instructional activity, learners read a paragraph regarding credit and then respond to 6 short answer questions regarding credit.
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Lesson Plan
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Not for a Billion Gazillion Dollars

For Teachers 5th - 6th
Students discover what debt, saving, and credit are.  In this personal finance instructional activity, the teacher reads Not for a Billion Gazillion Dollars, and the students discuss what the main character does in the book in relation...
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The Leaves in October

For Teachers 3rd - 5th
Students determine whether or not to save or spend and defend a decision.  In this personal finance lesson, students identify opportunity cost of various spending and saving decisions. Students read a story where two girls share profits...
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Market Prices

For Teachers 2nd
Second graders understand that prices change. In this business, price and labor lesson, 2nd graders define the words market and price. Students read Arthur's Funny Money and answer questions related to earning and spending money....
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Lesson Plan
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Financial Systems within the Travel and Tourism Industry

For Teachers Higher Ed
Students examine the financial systems that are in place in the travel and tourism industry in the United Kingdom. They look at how the expansion of the European Union affects the financial systems in the travel industry.
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Lesson Plan
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Entreprenuership

For Teachers 9th - 12th
Students define entrepreneurship and identify examples of those who have succeeded. Using the Internet, they research the lives of Henry Ford, Bill Gates and others. To end the instructional activity, they develop their own financial...
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Lesson Plan
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PAY CREDIT WHEN CREDIT IS DUE

For Teachers 7th - 12th
Students learn about credit cards and scores and how to and not to use them. In this financial concept lesson, students are given hypothetical scenarios where they are able to apply learning's to given situations as they figure rates,...
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Lesson Plan
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FINANCE AND RESPONSIBLE LENDING.

For Teachers 9th - 12th
Learners study the role of banks, lending and their services. In this analysis lesson, students learn about savings, checking accounts and lending and the importance of banks as financial intermediaries.
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Lesson Plan
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How Financial Institutions Help Businesses Grow

For Teachers 9th - 12th
Learners study various forms of business organizations comparing and contrasting them to practices of the 1870's. They investigate the ways the businesses finance their transactions through loans.
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Lesson Plan
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RISKY BUSINESS--OR NOT!

For Teachers 7th - 12th
Students learn about the importance and risk that stocks carry within a business. In this financial management lesson, students use role play and case scenario situations to decide what stocks are best for given companies. Based on the...
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There's No Business Like Bank Business

For Teachers 3rd - 5th
Students participate in a role play where they see how a bank works and how interest is paid by having money in the bank. In this bank lesson plan, students operate a bank and learn about saving, accounts, deposits, withdrawals,...
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Lesson Plan
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Business: Making a Budget

For Teachers 10th - 12th
Students plan a one-month budget, allowing for unexpected expenses. Using checkbook skills, they pay mock bills. Working in small groups, students watch a teacher-prepared Powerpoint presentation, visit financial Websites, and utilize...
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Lesson Plan
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Economy's Stuck, but Business is Booming at Therapists' Offices

For Teachers 9th - 12th
Learners explore the concept of the economy and mental health. In this economy and mental health lesson, students read an article about how the mental health community is booming due to the poor economy. Learners discuss ways to deal...