Lesson 4: Budgeting

Art depicting a piggy bank, money, and spreadsheet

Name(s) of student(s): Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To create a mock budget. Materials needed: Internet access, word document or spreadsheet Introduction “Last time we met, we discovered a variety of living expenses and their general costs. Today I will teach you the usefulness of […]

Lesson 6: Checking Accounts

Graphic of bank card and calculator

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 gather information regarding checking accounts and to write a check. Materials needed: blank checks and tools to access them (magnifier, CCTV, and/or check writing guide), embossed checks, large print checks, ATM, and […]

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 […]