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Be Financially Smart - Lesson Plan
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Lesson Objective: At the completion of this lesson, students will be able to create a budget to accomplish personal financial goals. Supplies Needed: Student Handout 1 U.S. Saving and Spending Web Quest (found in Task 1 and Task 2) Student Handout 2 Fast-Forward: Life in 10 Years – A Planning Activity (Found in Task 3) Student Handout 3 Personal Finance Public Service Announcement Rubric (found in Task 4) Student Handout 4 FoolProof: Personal Finance Company’s Guide toMonthly Budgeting (Found in Task 5) Student Handout Answer Key 4 FoolProof: Personal Finance Company’s Guide toMonthly Budgeting (Found in Resource Library) Student Handout 5 Personal Finance Decisions (Found in Task 6) Student Handout 6 What’s Your Budget? (Found in Task 7) Student Handout 6 Answer Key  What’s Your Budget? (Found in Resource Library)   References Econedlink: Council for Economic Education. (n.d.). Economic Glossary. Retrieved from http://www.econedlink.org/economic-resources/glossary.php 

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
MBA Research and Curriculum Center
Date Added:
05/30/2018
Better Money Habits
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Bank of America and Khan Academy created an online partnership to educate consumers about the basics of personal finance and money management. Students sign up for free and can accumulate points and earn badges on many topics including credit, taxes, personal banking/security, saving, school expenses, home buying, car buying, and debt. Tools include informative videos, infographics, key takeaways, and short quizzes.

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Lesson
Reading
Reference Material
Student Guide
Author:
Bank of America
Khan Academy
Date Added:
05/21/2018
BizInnovator: Online Entrepreneurship Curriculum
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BizInnovator is the entrepreneurship curriculum toolkit that enables educators to teach the "entrepreneurial mindset" by encouraging creativity, innovation, critical thinking, and problem-solving - and also equipping students with the skills necessary to succeed and excel.

Info/Notes from the BizInnovator session at the 2019 MBA Conclave:
$99 for entire year
If you take the instructor training $299, your students can get credit and can transfer the credit
50 question exam for students
Take test, if pass, students have option to purchase the $150 credit (can do this a couple of years after as well)
relevant entrepreneurial projects
Thinking like an entrepreneur
Problem solving real situations
5 weeks, 2 classes per week for teachers
Curric Idea: You can set up your own class competition during the second half of the year
National Innovator Competition offered in the fall and spring
Online presentations
319-335-2204: Dawn
jacobson-institute@uiowa.edu
8 units: Semester course
Download unit plan
Pick and choose what you want students to do
Shows presentation materials needed
Interview an entrepreneur
YouTube vids

Subject:
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Full Course
Module
Unit of Study
Date Added:
12/11/2019
Borrowing Money - NGPF 4.1 (Credit Unit- MS)
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Students will be able to:

-Evaluate the pros and cons of borrowing money
-Propose alternative ways of helping someone rather than lending them money
-Create a repayment plan
-Adjust a repayment plan when one party is unable to follow through

Lesson Length: 60 mins

Subject:
Business and Information Technology
Career and Technical Education
Family and Consumer Sciences
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
Next Gen Personal Finance
Date Added:
07/13/2022
"Bucket List" Goal Setting in Google Docs
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CC BY-NC-SA
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Students use Google Docs to create an illustrative table.  This stand alone or extention exercise begins with student reflection and goal-setting using the popular venacular, "bucket list."  This lesson assumes prior knowledge or instruction in table creation in Google Docs.

Subject:
Business and Information Technology
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
Jane Strong
Date Added:
02/09/2018
Budgeting For Teens - NGPF 6.1 (Budgeting Unit)
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CC BY-NC
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Learning Objectives
Students will be able to
Differentiate between income and expenses
Classify expenses into needs or wants
Think critically about how daily choices impact a young person’s budget now and in the future

Approximate Time
Lesson length: 75 mins

Subject:
Career and Technical Education
Economics
Family and Consumer Sciences
Marketing, Management and Entrepreneurship
Social Studies
Material Type:
Lesson Plan
Author:
Next Gen Personal Finance
Date Added:
07/05/2022
Budgeting For Your Home - NGPF 6.5 (Budgeting Unit)
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CC BY-NC
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Learning Objectives
Students will learn
Factors to consider when deciding where to live, including the cost of living
Benefits of having a roommate and how to set themselves up for success in living with others
How to find and rent their first apartment
How much they’ll need to budget for utilities and renters insurance
How to decide whether to rent or buy a home

Approximate Time
Lesson length: 140 mins

Subject:
Career and Technical Education
Economics
Family and Consumer Sciences
Marketing, Management and Entrepreneurship
Social Studies
Material Type:
Lesson Plan
Author:
Next Gen Personal Finance
Date Added:
07/05/2022
Budgeting Strategies- NGPF 6.2 (Budgeting Unit)
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CC BY-NC
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Students will be able to
-How to define wealth and differentiate it from “having lots of fancy stuff”
-The importance of creating a budget and paying yourself first
-Key aspects of three popular budgeting strategies -- 50/30/20, Zero-based, and Cash Envelope

Subject:
Career and Technical Education
Economics
Family and Consumer Sciences
Marketing, Management and Entrepreneurship
Social Studies
Material Type:
Lesson Plan
Author:
Next Gen Personal Finance
Date Added:
07/05/2022
Budgeting for Teens- NGPF 6.1 (Budgeting Unit)
Conditional Remix & Share Permitted
CC BY-NC
Rating
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Students will be able to
-Differentiate between income and expenses
-Classify expenses into needs or wants
-Think critically about how daily choices impact a young person’s budget now and in the future

Subject:
Career and Technical Education
Economics
Family and Consumer Sciences
Marketing, Management and Entrepreneurship
Social Studies
Material Type:
Lesson Plan
Author:
Next Gen Personal Finance
Date Added:
07/05/2022
Building Positive Work Relationships Lesson Module
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Plain and simple, people need other people. This lesson module explains interdependence, how to nurture personal and professional relationships, and how different management styles affect the work environment and these relationships.The lesson module contains a student narrative, discussion guide, activity, and a posttest with descriptive key.

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
MBA Research and Curriculum Center
Date Added:
09/20/2019
Building and Leading Effective Teams, Summer 2005
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CC BY-NC-SA
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An intensive one-week introduction to leadership, teams, and learning communities. Introduction of concepts and use of a variety of experiential exercises to develop individual and team skills and develop supportive relationships within the Fellows class.

Subject:
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Full Course
Provider:
M.I.T.
Provider Set:
M.I.T. OpenCourseWare
Author:
Carroll, John S.
Date Added:
01/01/2005
Burrow, Business Management Teacher Resources and Trial Online Access with BIT Standards Correlation (Cengage)
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CC BY-ND
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Business Management course FREE teacher resources and trial access to online course solution as well as a correlation to WI state standards.

Subject:
Business and Information Technology
Marketing, Management and Entrepreneurship
Material Type:
Assessment
Curriculum Map
Lesson Plan
Teaching/Learning Strategy
Textbook
Author:
Abigail Hess
Date Added:
07/30/2020
Burrow, Marketing Teacher Resources and Trial Online Access with BIT Standards Correlation (Cengage)
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CC BY-ND
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Marketing course FREE teacher resources and trial access to online course solution as well as a correlation to WI state standards (MME & WCCTS).

Subject:
Marketing, Management and Entrepreneurship
Material Type:
Activity/Lab
Assessment
Curriculum Map
Homework/Assignment
Interactive
Lesson Plan
Reading
Teaching/Learning Strategy
Textbook
Author:
Abigail Hess
Date Added:
07/31/2020
Business Analysis Using Financial Statements, Spring 2003
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Uses a case approach to develop a framework for business analysis. Provides students with tools for business analysis, including strategic, accounting, financial, and prospective analysis. Concepts are then applied to a number of decision-making contexts, such as credit analysis, investor communications, merger analysis, financial policy decisions, and securities analysis. From the Course Description: Course Description The purpose of this class is to advance your understanding of how to use financial information to value and analyze firms. We will apply your economics/accounting/finance skills to problems from today's business news to help us understand what is contained in financial reports, why firms report certain information, and how to be a sophisticated user of this information.

Subject:
Business and Information Technology
Career and Technical Education
Economics
Marketing, Management and Entrepreneurship
Social Studies
Material Type:
Full Course
Provider:
M.I.T.
Provider Set:
M.I.T. OpenCourseWare
Author:
Wysocki, Peter D.
Date Added:
01/01/2003
Business Etiquette - Dining
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This goes with a bigger unit on business etiquette and ethics. This is specifically the dining portion. This teaches students how to think about professional dining and how to behave.

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Activity/Lab
Assessment
Lecture Notes
Date Added:
06/01/2019
Business/Finance/Marketing Career Cluster Chart
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Business and other business-related careers can be found in nearly every career cluster! Most businesses needs the support of administrative assistants, accountants, receptionists, business managers--you name it. So don't limit your job search to just one career cluster. Click here for Business-related careers which can be found in the attached Career Cluster Chart.

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Reading
Author:
Lynn Aprill
Date Added:
03/09/2023
Business Model Canvas
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The Business Model Canvas (BMC) gives you the structure of a business plan without the overhead and the improvisation of a 'back of the napkin' sketch without the fuzziness.  The Canvas has nine elements: Customer Segments, Value Propositions, Channels, Customer Relationships, Revenue Streams, Key Activities, Key Resources, Key Partnerships, Cost Structure.  The Canvas is popular with entrepreneurs for business model innovation.  Fundamentally, it delivers three things: focus, flexibility, and transparency. 

Subject:
Business and Information Technology
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
Ross Toellner
Date Added:
02/13/2018