In this 45 minute lesson, students will be able to:

Identify steps they can take to help them choose a career after high school
Explain the importance of considering job qualities that will bring them job satisfaction as they progress in their careers
Conduct research on occupations they are interested in to learn more about earning potential, required training, career growth outlook, and more
Understand the importance of soft skills in the workplace

In this 45 Minute lesson, students will be able to:

Differentiate between a bachelor degree and an associate degree
Understand the two types of associate degrees
Explore possible career paths that require associate degrees

In this 45 minute lesson, students will be able to:

Identify the benefits of attending a trade school
Discover the variety of career options as a result of graduating from a trade school
Explore the necessary steps of finding the right trade school program for them

In this 45 minute lesson, students will be able to:

Identify the benefits of pursuing on-the-job training experiences, specifically apprenticeships and internships
Explain the differences between apprenticeships and internships
Conduct research to find various apprenticeship and internship opportunities

In this 45 minute lesson, students will be able to:

Understand the personal, social, and academic benefits of taking a gap year
Identify important questions to consider when planning a gap year
Explain how a gap year experience can fit in their resume

Students will be able to
Reflect on what they’ve learned about the path(s) they might want to pursue after high school
Set a goal for where they would like to be one year after graduating high school for a path they might pursue
Create a timeline of steps they will need to take to reach their goal

In this 45 minute lesson, students will be able to:

Analyze data about how much Americans give
Identify specific steps one should take when researching an organization to donate to
Explain the importance of using a “watchdog” website to examine an organization’s finances
Research several organizations to assess how effectively they use donors’ money

I work with upper-middle-class students, and it is sometimes difficult for them to understand that not all children have access to the same opportunities they have regarding dining out, participating in extracurricular activities, vacations or receiving allowances. Consequently, I wanted to create a lesson on the value of money.

This resource is an interactive student activity where students will create a budget and describe steps they can save to minimize spending.  This activity provides step-by-step information and examples to create a student budget.  Students are also given the opportunity to use Excel (Google Sheets) to create their budget and analyze it through the creation of charts and graphs.

After completing this interactive Web activity, students will be able to list and discuss different types of investment options.

Students listen to a story written in rhyme about a bunny who has a lot of money in her piggy bank. Students distinguish between spending and saving and goods and services. They play a matching game to review the content of the story and to practice rhyming words.

Life comes at today’s students fast, so it’s important they’re confident in their future plans and ready to take on their goals. Money Path opens students’ eyes to the reality of how the academic and career choices they make now impact their life and long-term financial wellbeing. You can help them make confident decisions about their future.

Learn the very basics of managing money as well as strategies for saving, budgeting, retirement and more

This lesson allows students to think about Needs and Wants and how each of those affects budgeting decisions. 

This resource is a collaborative assessment that takes about five 50-minute class periods (without the presentation time) that can be used after completing the Junior Achievement Economics for Success program. Outcome topics include goals, budgeting, credit, and insurance. Other prior knowledge includes how to create, format, and collaborate using a presentation app (Google Slides). Keep in mind that this project is used in a class that also teaches keyboarding, personal finance, and computer applications.  This is part of a unit assessment.

This unit is an exceprt from the MBA Research and Curriculum Personal Finance Course Guide. Course Guides include recommended performance indicators, sequencing, instructional objectives, resources, and activities for students.  It focuses on the concept of personal finance and includes objectives, activities, and several book and online resources. The full course includes 9 more units focused on setting goals, budgeting, tracking and borrowing money, and financial literacy skills. To access the full course guide, visit mbastatesconnection.mbaresearch.org and select "Course Guides" under "Curriculum and Instruction."Use this as a guide to teaching a unit about earning money. Each task is related to one performance indicator in the unit. First, use the learning objectives to teach students the important components of a topic. Then, use the activity to engage students and reinforce learning. The online and textbook resources in each tasks can be used to extend learning.

We were recently successful in getting Personal Finance as a graduation requirement starting with the class of 2021. We modified a proposal that was previously developed by Oconomowoc High School staff as they also were successful with Personal Finance as a graduation requirement.

We utilized the proposal to submit to gain support from our curriculum director as well as the school board. Advisory members from the financial sector assisted with presentation of the proposal.

The Piggy Bank Primer: Budget and Saving e-book for 7 through 9 year olds uses a story, activities, and puzzles to introduce basic economic conceptsŃsaving, savings plan, spending, costs, benefits, goods, services, and opportunity cost.

This assignment is designed for a personal finance class. Students will be split up into groups and are to plan weddings for their assigned couple. There are four different customers that will need to be assigned. Students are to create a professional presentation using a spreadsheet application outlining their plans for their assigned customers. The purpose of the assignment is to visually see the different costs that are involved while planning for a wedding.

Suggested columns: Item description, photo of item, cost involved, and a running balance to visually show the grand total.

This is an example of using an m-file script to compute the number of months necessary to pay off a credit card debt using the minimum monthly payment.