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PERSONAL FINANCE LITERACY BUNDLE | PowerPoint | Worksheets | Handouts

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STEM FUN HUB
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Grade Levels
4th - 12th, Higher Education
Formats Included
  • Zip
Pages
27 SLIDES and 14 PAGES
$9.00
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Description

Effective money management starts with a goal and a step-by-step plan for saving and spending. Financial goals should be realistic, be specific, have a timeframe, and imply an action to be taken.

This bundle will encourage students to take the time and effort to develop their own personal financial goals and budget. Learners will understand that by carefully considering needs and wants, they will be able to spend appropriate amounts for current living expenses, while saving and investing for long-term financial security.

POWERPOINT (27 SLIDES):

  • Introduction
  • The five basic economic activities in personal finance.
  • Benefits of earning and working
  • Responsible spending
  • Benefits of saving
  • Reasons for borrowing
  • Good debt vs bad debt
  • Advantage and disadvantage of credit card
  • Financial Planning
  • Investing

WORKSHEETS ( 6 ACTIVITIES)

IDENTIFYING YOUR PERSONAL GOALS Worksheet

Students will assess themselves and their insights on personal, educational, financial or career goals.

NEEDS AND WANTS Worksheet

Students will list some things that you believe are needs and wants.

MY INCOME AND EXPENSES Worksheet

Students will list down and track their income and expenses in this

BUYING A HOME Worksheet

Students will determine and list the five most important features you want in a place to live. These criteria should basically be the same whether you rent or buy

UNDERSTANDING CREDIT Worksheet

Students will review the credit scenarios and determine the positive and negative impacts each decision may have on the person’s financial future..

MY NEXT STEPS Worksheet

Students will reflect and internalize about money and financial management and what they have learned that might inspire them to act upon and achieve their goals.

Lesson Plan to aide the teacher in the delivery of the topic

Handout to be given to students as additional reference


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Total Pages
27 SLIDES and 14 PAGES
Answer Key
N/A
Teaching Duration
N/A
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