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Lesson Plan
Curated OER

After 6 Months of Financial Dieting

For Teachers 9th - 12th
Explore the concept of financial planning by reading an article about 5 families and their plans to save money. Students discuss the progress each family made financially after three months, and then make their own financial plan.
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Lesson Plan
Curated OER

'I'm Just Totally Lost' About Finances

For Teachers 9th - 12th
Explore the concept of financial planning with your class. High schoolers read an article about planning for the financial future and discuss what steps the family in the article took to be financially sound. They consider where they...
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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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Lesson Plan
Curated OER

Marriage and Financial Goals, Budgeting Strategies

For Teachers 7th - 9th
There is no more useful life skill to learn than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of...
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Lesson Plan
Curated OER

Family Forms and Family Life Cycle

For Teachers 7th - 8th
There are so many different types of families, and each family functions in a different way. Discover the different roles, responsibilities, and relationships that develop in different family types. The lesson provides you with five...
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Lesson Plan
Curated OER

Family Financial Profile

For Teachers 3rd - 5th
Students investigate the cost of living. In this financial awareness lesson plan, students play a game to simulate various family situations and their incomes. Students choose activity cards and record information on their family profile...
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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

Money Management Part III: Savings Accounts and Cash vs. Credit

For Teachers 7th - 8th
Help your class understand the importance of saving and managing their money. Here is part three to a unit on credit, cash, and savings. Learners discuss savings accounts and the idea that a budget plan can help them avoid costly credit...
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Lesson Plan
Visa

Smooth Sailing: Exploring Insurance and Estate Planning

For Teachers 9th - 12th Standards
While purchasing insurance and estate planning may seem like a rather irrelevant topic for high school young scholars, introducing this concept now can help your learners develop a solid foundation of financial literacy that will support...
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Lesson Plan
Texas Education Agency (TEA)

Credit Scores and Your Financial Future

For Teachers 7th - 8th Standards
How important is a credit score, anyway? Scholars view a PowerPoint and take notes about credit scores. Next, they write essays explaining their plans for achieving a good credit score.
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Lesson Plan
Curated OER

Family Faces a Real Struggle In Saving Money For College

For Teachers 9th - 12th
Explore the concept of savings with your high schoolers. They read an article about saving money for retirement and as a way to pay for college. They discuss the financial needs of the family in the article in regards to saving for...
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Lesson Plan
Visa

The Art of Budgeting

For Teachers 7th - 8th Standards
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
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Lesson Plan
1
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Visa

Allowances and Spending Plans

For Teachers 3rd - 6th Standards
Help youngsters understand how to manage small amounts of money by discussing an allowance and the difference between spending, saving, and giving.  
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Lesson Plan
California Department of Education

Roadmap to Success

For Teachers 6th Standards
It's never too early to start thinking of one's future. Over two class sessions, scholars create a roadmap to meet short and long-term goals related to high school graduation. Roadmaps include the timeline, checkpoints, and barriers. 
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Lesson Plan
Curated OER

We Don't Waste Money, So Where Does It All Go?

For Teachers 9th - 12th
Students explore the concept of financial planning. In this financial planning instructional activity, students read an article about different families' financial plans. Students select 10 stocks to monitor over the next four weeks.
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Lesson Plan
Visa

Saving and Investing

For Teachers 7th - 8th Standards
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
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Lesson Plan
Curated OER

Planning to Parent: Am I Qualified?

For Teachers 9th - 10th
In small groups, teens take on different roles to discuss the qualifications for parenthood. An instruction sheet for group discussion is provided, as well as homework worksheets. Throughout these exercises, young adults take the time to...
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Lesson Plan
Curated OER

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

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
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...
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Lesson Plan
Curated OER

Problem Solving Lesson Plan 2

For Teachers 9th - 12th
Students study a number of work and family management roles and techniques.
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Lesson Plan
Federal Reserve Bank

Beatrice’s Goat: A Lesson on Savings Goals

For Teachers 3rd - 5th Standards
Youngsters learn the meaning of saving and how to reach savings goals by first reading a story of a young Ugandan girl who is gifted a goat, and then discovering the opportunity costs of savings decisions made by her and her family.
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Lesson Plan
Curated OER

Do I Need Insurance?

For Teachers 9th - 12th
Explore the different types, costs, and coverage of insurance. High schoolers compare their family's health care to their income, compare the cost of health insurance to their expected future income, and make a choice about what type of...
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Lesson Plan
Curated OER

Insurance Quotes

For Teachers 9th - 12th
You're in high school and you just got the coolest car ever! But, now you need to start thinking about car insurance. Luckily, your teacher prepared you by engaging you in a life skills lesson like this one. The class actually calls...