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Lesson Plan
Visa

Money Matters: Why It Pays to Be Financially Responsible

For Teachers 9th - 12th Standards
What does it mean to be financially responsible? Pupils begin to develop the building blocks of strong financial decision making by reviewing how their past purchases are examples of cost comparing, cost-benefit analysis, and budgeting.
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Lesson Plan
Curated OER

Money Smart Choices

For Teachers 9th - 12th
Students make choices regarding money management. In this personal finance instructional activity, students explore budgets, incomes, and expenses as they learn vocabulary regarding personal finance and consider how to create...
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Lesson Plan
Curated OER

Money Comes and Goes

For Teachers 7th - 12th
Students explore the concept of budgeting. In this family economics lesson, students track family sources of incomes as well as family expenses for 1 month. Students analyze the data they collect and discuss personal budgeting.
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Lesson Plan
Curated OER

Calculating the Cost of Living

For Teachers 9th - 10th
Bring Consumer Mathematics and Economics to life with this instructional activity, where learners investigate personal finance and budgeting. They use the newspaper’s classified section to determine a future job and potential earnings...
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Lesson Plan
Curated OER

Comparing Plans

For Teachers 9th - 12th
Good consumer practices such as price comparison can make or break a budget. Youngsters research five different cell phone carriers and the plans they offer. They compile their data and determine which plan offers the best value. They...
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Lesson Plan
Curated OER

Balancing a Budget

For Teachers 9th - 12th
Students investigate money management.  In this secondary mathematics activity, students participate in a cost-of-living budget simulation in which they calculate monthly and yearly projected costs.  Students investigate...
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Lesson Plan
Curated OER

Band Tour Across America

For Teachers 8th - 10th
Students plan the trip of a band across America. In this money planning lesson, students create a budget for the band using excel basic functions. They manage the band and its budget and relate the tour to future budgeting needs of the...
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Lesson Plan
Curated OER

Money Math: Lessons for Life

For Teachers 11th - Higher Ed
Students develop a budget for a college student using all of the influences that the student would have.  In this budgeting lesson plan, students use real life examples to create a budget spreadsheet.  Students read and study...
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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
Curated OER

Building Tolerance for Poverty in Math

For Teachers 6th
Students explore approximate and exact solutions. In this interdisciplinary lesson, 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. This lesson...
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Lesson Plan
Curated OER

Family Finances

For Teachers 7th - 8th
Students examine the dynamics of family finances. In groups, they discuss the importance of a budget and create their own given a fictional amount of money. As a class, they listen to a speaker from the bank discussing the importance of...
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Lesson Plan
Curated OER

Let the Campaign Begin

For Teachers 3rd - 5th
Students differentiate between positive and negative personal attributes and select a fictional character for nomination who personifies the qualities of a good leader. They use the Internet to learn about the election process and write...
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Lesson Plan
Curated OER

Alicia Keys, Songs in A Minor

For Teachers 7th - 12th
Students watch a video about Alicia Keys and discuss the business side of her career. Groups role-play producers for her new album taking on the responsibility for all aspects, including budgets, contracts, song production, and advertising.
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Lesson Plan
Curated OER

Clipping Coupons

For Teachers 9th - 12th
Students explore the use of coupons to promote cost saving and help families remain within their monthly budget. In groups students create a shopping list using coupons provided by the teacher. They record the actual cost of the item as...
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Lesson Plan
Curated OER

Take Time to Save Now

For Teachers 6th - 12th
Young scholars brainstorm reasons to save money, investigate impact of saving regularly using interactive, on-line calculators, explain how compounding interest affects savings, explore different strategies for saving money, and write...
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Lesson Plan
Curated OER

Careers Lesson: Budget Analysis

For Teachers 9th
Ninth graders examine money management. They study percentages, inequalities, fixed and variable expense calculations in order to develop an understanding of how these concepts apply to budgeting a lifestyle for a specific career.
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Lesson Plan
PwC Financial Literacy

Finanacial Responsibility and Decision Making: Personal Information and Identity Theft

For Teachers 3rd - 5th
Elementary schoolers look into the very real, and scary, practice of identity theft. They discover the main techniques used by people who steal other people's identity. Learners produce an identity theft tip sheet and share their tips...
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Lesson Plan
Curated OER

Financial Institution Comparison

For Teachers 8th - 12th
Once learners are ready to choose a bank, how do they make a smart decision for their financial needs? Scholars help each other by jigsawing the research in groups. After introducing checking and savings accounts with the attached...
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Lesson Plan
Curated OER

Common Procedure Costs

For Teachers 9th - 12th
Kids never think about the cost of medical expenses, because they never think they'll get hurt. To better understand personal financial planning, learners research common medical procedures and their costs. They use a worksheet and the...
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Lesson Plan
Curated OER

College Simulation

For Teachers 11th - 12th
Students pretend they are a college freshman and taking a full load of classes. Individually, they create a budget based on their $9.00 an hour job in order to meet all of their repsonsibilities. They complete the simulation online and...
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Lesson Plan
Curated OER

Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students create a monthly budget. For this finances lesson, students learn the terms budget, income and expenses. Students create a monthly spending plan and keep track of what they make and spend for the next 30 days. When complete,...
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Lesson Plan
Curated OER

Learning to Spend, Learning to Give

For Teachers 6th - 8th
Students explore the concept of personal finances. In this personal finances lesson, students identify their income and expenses. Students create a budget for their spending, saving, investing, and donating habits. Students draw graphs...
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Lesson Plan
Curated OER

Get a Life Project

For Teachers 8th
Eighth graders participate in interdisciplinary career unit in which they explore alternate lives. Students assume roles, manage budgets, make decisions, and solve problems, Students then research challenges, develop solutions, and...
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Lesson Plan
Curated OER

Furnishing an Apartment

For Teachers 6th - 10th
Students explore the components that comprise the formation of a budget. Sales brochures advertising apartment furnishings are used to assist students in this task.

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