Lesson 7: Savings Accounts

Graphic of a bank

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To explore savings account information and visit a bank. Materials needed: Internet access, bank location Introduction “Last time we met we focused on checking accounts. Today we will learn about savings accounts. Understanding […]

Lesson 8: Loans and Debt

Hand holding bank cards

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To familiarize the student with types of debt, the principal amount borrowed, and interest. Materials needed: Internet access, pitcher of water, and glass Introduction “I wish I could bring in a panel of […]

Lesson 9: Credit and Debit Cards

Graphic of credit card

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To learn the purposes of using a credit or debit card and their differences. Materials needed: Introduction “I want to familiarize you with spending using debit and credit cards. We will talk about […]

Lesson 10: Investing

Graphic of computer with graphs and money

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To expose the student to stocks, bonds, and mutual funds. Materials needed: Internet access Introduction “Remember we learned about earning interest on money kept in a savings account? Remember your savings are insured […]

Lesson 11: Giving

Graphic of a hand dropping a coin into a box marked, "Donation"

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To learn about financially supporting causes and individuals. Materials needed: Internet access Introduction “Over the course of this series on managing money, we have explored saving money, spending money wisely, avoiding debt, and […]