Personal Finance 1st Quarter
Day
Day 1
Date
9/2-3
Standard
Course
Introduction
Day 2
9/4-5
Take Charge
of Your
Financial
Well-Being
Day 3
9/8-9
Money in
Your Life
Day 4
9/10-11
Day 5
9/12-15
Financial
Decisions
Setting
Financial
Goals
Day 6
9/16-17
Setting
Financial
Goals
Day 7
9/18-19
Managing
your
Agenda
Bell Ringer: Money Perceptions 3.0.1.A1

Student Information Sheet Due by Next Class


What is Personal Finance
Teacher Introduction



Classroom Policies & Procedures
WS: Getting To Know You
Intro to Bumper Sticker (if time)
Bell Ringer: Advanced Level Course Introductions 3.0.1.A2
Pretest (from Introductions) timed 30 Min
Project: What do you think it means to be Wise with
Money?
Wrap up: 2.1.1.F1 Closing worksheet
Finish Bumper Sticker – during study hall
BR: Question: What Makes you happy? (Worksheet &
Slide 1)
Guided Notes Money in your life (PowerPoint ) Stop at
slide 20
Roommate Prezi 2.1.2.E3 (handout-roommates)
HOMEWORK : Money in Your Life Interview DUE 9/12-15
Bell Ringer: Watch Skit
Guided Notes (page 15) 2.1.3.L1
Values Continuum
Shelbi’s Decision
You’ve got money (email worksheet)
Information Sheet Homework-2.1.3. F1
Homework Due! Interview Questions! Used next class…
Wise Pretest
Bell Ringer: Roll Out My Future
Goal Out My Future Letter
Guided Notes & SMART Goal (complete as homework)
Show me the Goal (SMART cards) if time
Information Sheet DUE
Project: A Collage of My Life 9/22-23
Bell Ringer: Follow up interview questions (use table
handout)
SMART Goal practice and discussion
Show me the Goal (SMART cards) if time
Complete Guided notes while Reading Information Sheet
Introduction to Depository Institutions 2.2.1.F1
Homework if needed
*if time Rotate class to register for everfi*
Bell Ringer: Katrina Video & Discussion
www.frbatlanta.org/forms/katrina_aftermath.cfm
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Personal Finance 1st Quarter
money:
Intro to
Depository
Institutions
Day 8
9/22-23
Checking
Account
PowerPoint With Josie throughout
Introduce Everfi.net Complete Overview and Banking Module
Palanzi, EverFi class Codes: Block 1 0227045d; Block 2 1922befa
Project: A Collage of My Life 9/22-23
Bell Ringer: Pop Audit of Notes Quiz What do you know
about depository institutes
Due Next Class-Everfi.net - Banking Module
Checking Account Simulation

Notes
Assessment (Done in class next class)

Bell Ringer: Bank Matching
Checking Account Simulation
Checking
Account
 Assessment
Everfi Catch up
Pop Quiz: Checking Account & Debit Card Review
Questions
The Basics Of Bell Ringer: True/False Question 2.2.2.E3
Taxes
Basics of Taxes Foldable (45 Minutes 2.2.2.B1)
(foldable sample 3.0.26.E1)
What Do Your Peers Know About Taxes (Assessment 2.2.2.A3)
Review: The Basics of Taxes Worksheet (discuss & use foldable)
Bell Ringer: Who’s Wealthier (Slide 2)
Statement Of Guided Notes Statement Of Financial Position
Financial
-Information sheet
Position
Financial Position (Tori Worksheet)
Everfi: Insurance & Taxation due by next class
JA Essay Thesis Due Next Class
Everfi: Insurance & Taxation due
Bell Ringer: Net Worth Knowledge Worksheet (discuss as
Day 9
9/24-25
Day 10
9/26-29
Day 11
9/30-10/1
Day 12
10/2-3
Statement Of
Financial
Position
Day 13
10/6-7
Income and
Expense
Statements
Day 14
10/8-9
Income and
Expense
Statements
class)
Group Practice-Statement of Financial Position (1 scenario
per table)
JA Essay Thesis Due
Bell Ringer: Quiz on Statement of Financial Position
Homework: Your Own Net Worth
Cosby Show Clips (link to saved clips 25 Minutes)
Guided Notes Income and Expense Statements
Activity with Slide 8 Cards & Signs needed
JA Website Review, JA Essay Thesis Due
Bell Ringer: None (discuss parts of Income/Expense stmt
Complete notes
Slide 31 Meet Evan Worksheet
Claire’s Income & Expense Worksheet
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Personal Finance 1st Quarter
Spending
Plans
2 hr Delay
Day 15
10/10-14
Day 16
10/15-16
Day 17
10/17-20
Prep for
unit test
Day 18
10/21-22
TEST
Managing
Your Money
Day 19
10/23-24
Choose to
Save
Day 20
Day 21
10/27-28
10/29-30
End of GP
Spending
Plans
Savings Tools
Investing
Homework Everfi.net Savings Module Due 3/20
Warm-up: Income and Expenses (use notes)
Spending Plan Lesson
Guided Notes & PowerPoint
The Brown Family (worksheet)
Homework Everfi.net Savings Module Due 3/20
Complete Everfi.net Savings Module
Bell Ringer: Practice Certification Test
Complete The Brown Family (together)
Letter to the Brown Family (Brainstorm finish @ end of
class)
The Carson Family worksheet (Independent)
Homework – Spending Plan: Mission Home Front
DUE 3/26
Bell Ringer: None
Test Next Class
Review for test – Games & Make your own questions
Work on Letter to Brown Family
Homework – Spending Plan: Mission Home Front
DUE 3/26
DUE Spending Plan: Mission Home Front
Bell Ringer:
Q & A for test
Test
Bell Ringer:
Notes Choose to Save (2 Handouts)
Take a Chance Tracking
HW: Choose to Save M/C & S/A questions
Bell Ringer: Choose to Save info sheet (have them complete
the blanks)
Worksheet & Video Clip: http://www.pbs.org/your-life-yourmoney/chapter_04_woods_cortez.php
Notes Savings Tools
Which Savings Tool Would You Use? 2.4.3.H2 (pink cards)
Begin: Savings tool worksheet (3 pages 22-24)
Upload JA Essays
Bell Ringer: Complete & review Savings tool worksheet (3
pages 22-24)
Warm-up Planning for Life Events (Green Cards) 20 min
Investing Notes
Slide 5 video Link
http://www.commoncraft.com/video/investing-money
Stock Market Video
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Personal Finance 1st Quarter
http://www.discoveryeducation.com/nyse/index.cfm
Risk versus Reward Chart (need beans & describe activity)
10/31 (aday)
Palanzi, EverFi class Codes: Block 1 0227045d; Block 2 1922befa
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