SAMPLE LESSON PLAN FORM
COURSE:
Eighth Grade Math
LESSON TITLE:
Basic Financial Tasks
Topic Overview:
GRADE LEVEL:
Estimated Time:
Provide practice in comparing and
Eighth
Depends on how
evaluating various banking services and
many material pages
provide an awareness and
and activities are
understanding of credit
used
Content Standard(s):
ACOS 2: Solve problems involving decimals, percents, fractions, and proportions
Testing Objective Correlation:
SAT 10 Content Cluster: Number Sense and Operations
SAT 10 Content Cluster: Computation with Whole Numbers, Decimals, Fractions, and
Integers
Personal Financial Literacy Standards:
Money Management Standard 2: Identify the opportunity cost of financial decisions
Money Management Standard 7: Design a plan for earning, spending, saving, and
investing.
Money Management Standard 8: Explain how to use money-management tools
available from financial institutions.
Benchmark Grades 5-8 #3: People perform basic financial tasks to manage money
Materials/Equipment/Technology Resources:
Practical Money Skills for Life, Grades 7-12, Lessons 6 and 7
http://www.practicalmoneyskills.com/english/at_school/teachers/
This resource can be ordered free of charge if you do not have Internet access
Teaching and Learning Check lessons
How to write checks, etc., requires registration for limited free membership
http://www.moneyinstructor.com
Giving Credit
http://www.econedlink.org/lessons/index.cfm?lesson=EM481&page=teacher
Climbing the Savings Mountain
http://www.econedlink.org/lessons/index.cfm?lesson=EM515&page=teacher
Personal Finance for the Economics Classroom, Unit 2, “Smart Decisions About Credit”
(Alabama Securities Commission).
SAMPLE LESSON PLAN FORM
Procedures/Activities/Learning Experiences:
Practical Money Skills for Life, Grades 7-12, Lessons 6 and 7
Lesson 6: Banking Services
Provide practice in comparing and evaluating various banking services including
checking and savings accounts, ATM/check cashing cards, and online banking. Perform
the tasks associated with maintaining checking and savings accounts.
Lesson 7: About Credit
Provide an awareness and understanding of what credit is and of the rights and
responsibilities of using credit.
Teaching and Learning Check lessons
Teach and learn how to write a check, make checking account deposits and
withdrawals, endorse checks, manage and balance your checkbook, and checkbook
reconciliation with your monthly bank checking account statement.
Giving Credit
Students will provide examples of capacity, character, and collateral as applied to
determining credit worthiness; analyze the credit worthiness of loan applicants; and
identify ways to establish and maintain personal credit worthiness.
Climbing the Savings Mountain
Students discover how saving money can be compared to climbing a mountain. The
climb can be fast or slow, safe or hazardous, scenic or thrilling. You will find out that
there is more than one way to get to the top!
Assessment:
Optional Enrichment: