Lesson Plans for: Personal Finance
Instructor: Ms. Main

August | September | October | November | December | January | February | March | April | May |

   

 

 

 

08/18/14

What we do in class

Due Today

Monday 8/18 No School  
Tuesday 8/19
1st day of school
revised schedule
introductions
Why?
tablet procedures
edmodo
edmodo pre-test

Google Docs
 
Wednesday 8/20
revised schedule
Google Docs
comparison shopping
read syllabus
Thursday 8/21 start comparison shopping project  
Friday 8/22 comparison shopping project  
     

08/25/14

What we do in class

Due Today

Monday 8/25 finish comparison shopping project
saving money
comparison shopping project
Tuesday 8/26 saving money  
Wednesday 8/27 banking  
Thursday 8/28 banking  
Friday 8/29 set up Google Drive class journal
banking
     

09/01/14

What we do in class

Due Today

Monday 9/1 Labor Day - No School  
Tuesday 9/2 checkbook simulation  
Wednesday 9/3 checkbook simulation
checkbook reconciliation
finish saving & banking modules
Thursday 9/4 checkbook reconciliation practice
work on banking assessment
checking account simulation
Friday 9/5 work on banking assessment  
     

09/08/14

What we do in class

Due Today

Monday 9/8 banking assessment banking assessment
Tuesday 9/9 finish banking assessment
payment types module
2 questions about banking & saving
Wednesday 9/10 payment types module
credit cards
 
Thursday 9/11 credit cards
compound interest
 
Friday 9/12 credit cards
close-end v. open-end credit
debit card v. credit cards
credit scores
payment types module
     

09/15/14

What we do in class

Due Today

Monday 9/15 credit scores
Schumer Box
compound interest worksheet
Tuesday 9/16 understanding a credit card bill comparing credit card offers
Wednesday 9/17 compound interest quiz
The Secret History of the Credit Card
 
Thursday 9/18 The Secret History of the Credit Card  
Friday 9/19 understanding the credit card bill
credit card PSA
 
     

09/22/14

What we do in class

Due Today

Monday 9/22 understanding a credit card bill  
Tuesday 9/23 finish credit card notes credit card PSA
Wednesday 9/24 review credit card review questions
Thursday 9/25 credit card test  
Friday 9/26 Homecoming - No Classes Meet  
     

09/29/14

What we do in class

Due Today

Monday 9/29 credit scores module  
Tuesday 9/30 budgeting for a baby activity  
Wednesday 10/1 budgeting for a baby activity  
Thursday 10/2 investing in the stock market  
Friday 10/3 investing in the stock market credit score module
investing module
     

10/06/14

What we do in class

Due Today

Monday 10/6
early dismissal
investing in the stock market read p. 2 of the stock market packet & answer questions 9-15
Tuesday 10/7
early dismissal
investing in the stock market  
Wednesday 10/8 investing in the stock market  
Thursday 10/9 investing in the stock market  
Friday 10/10 Inservice - No School  
     

10/13/14

What we do in class

Due Today

Monday 10/13 Native American Day - No School  
Tuesday 10/14 investing in the stock market  
Wednesday 10/15 investing in the stock market
short-term buying strategies
 
Thursday 10/16 investing in the stock market
long-term buying strategies
minimum of 8 stocks researched & added to your stock market tracking sheet spreadsheet
Friday 10/17 stock market quiz
investing in the stock market
 
     

10/20/14

What we do in class

Due Today

Monday 10/20 correct study guide
stock market responder review
stock market study guide
review flashcards
Tuesday 10/21
end of 1st quarter
stock market quiz retake from 10/17
work on stock market review for tomorrow
 
Wednesday 10/22 review for test  
Thursday 10/23 stock market test  
Friday 10/24 entrepreneurship  
     

10/27/14

What we do in class

Due Today

Monday 10/27 JA expectations
entrepreneurship
 
Tuesday 10/28 Junior Achievement  
Wednesday 10/29 entrepreneur presentations entrepreneur presentations
Thursday 10/30 entrepreneur assessments  
Friday 10/31 jigsaw reading of other types of investments  
     

11/03/14

What we do in class

Due Today

Monday 11/3 Other types of investments (cont. from Friday)  
Tuesday 11/4 Junior Achievement  
Wednesday 11/5 mutual funds  
Thursday 11/6 calculating return on investment
Friday 11/7 review calculating return on investment review
     

11/10/14

What we do in class

Due Today

Monday 11/10 other types of investments test savings interview
Tuesday 11/11 Veteran's Day - No School  
Wednesday 11/12 insurance & higher education module  
Thursday 11/13 insurance higher education module
Friday 11/14 insurance basics
     

11/17/14

What we do in class

Due Today

Monday 11/17 the insurance process   insurance module
Tuesday 11/18 Junior Achievement  
Wednesday 11/19 JA recap
calculating co-insurance
deductibles and co-insurance
 
Thursday 11/20 sources of insurance
health insurance
 
Friday 11/21 property and liability insurance
insurance terminology
 
     

11/24/14

What we do in class

Due Today

Monday 11/24 review  
Tuesday 11/25 Junior Achievement  
Wednesday 11/26 insurance test  
Thursday 11/27 Thanksgiving Break - No School  
Friday 11/28 Thanksgiving Break - No School  
     

12/01/14

What we do in class

Due Today

Monday 12/1 start housing unit
housing module
take-home insurance test (found on Edmodo.com)
Tuesday 12/2 Junior Achievement  
Wednesday 12/3 renting a residence housing module
Thursday 12/4 renting a residence  
Friday 12/5 buying a home final module (consumer protection)
     

12/08/14

What we do in class

Due Today

Monday 12/8 buying a home rental home comparison
Tuesday 12/9 buying a home
transportation
real estate assignment (1st 2 homes only)
Wednesday 12/10 buying a home  
Thursday 12/11 transportation   housing reinforcement (packet pages 7 & 8)
real estate scavenger hunt
Friday 12/12 transportation  
     

12/15/14

What we do in class

Due Today

Monday 12/15 stock market game final assessment buying a vehicle scavenger hunt
transportation reinforcement (p. 9)
Tuesday 12/16 food  
Wednesday 12/17 food stock market game final assessment
Thursday 12/18 major expenditures quiz (housing, transportation, & food)
Friday 12/19 semester tests semester test study guide (optional)
grocery shopping extra credit assignment (optional)
     

12/22/14

What we do in class

Due Today

Monday 12/22 semester tests  
Tuesday 12/23 semester tests  
Wednesday 12/24 Winter Break - No School  
Thursday 12/25 Winter Break - No School  
Friday 12/26 Winter Break - No School  
     

12/29/14

What we do in class

Due Today

Monday 12/29 Winter Break - No School  
Tuesday 12/30 Winter Break - No School  
Wednesday 1/31 Winter Break - No School  
Thursday 1/1 Winter Break - No School  
Friday 1/2 Winter Break - No School
Teacher Inservice
 
     

01/05/15

What we do in class

Due Today

Monday 1/5 Teacher Workday
Tuesday 1/6
late start
Assign tablets
Edmodo
Syllabus
Pre-test
Syllabus
discussion of pre-test
Budgeting for a baby
2 truths & a lie
Edmodo pre-test
read syllabus
Wednesday 1/7
No School


 
Thursday 1/8
early dismissal
Budgeting for a baby 2 truths & a lie
Edmodo pre-test
read syllabus
Friday 1/9 Budgeting for a baby  
     

01/12/15

What we do in class

Due Today

Monday 1/12 Google Drive
Budgeting for a baby
 
Tuesday 1/13 Savings module Budgeting for a baby
Wednesday 1/14 JA expectations
Banking module
 
Thursday 1/15 Junior Achievement  
Friday 1/16 Rule of 72
financial institutions
work on banking module
Savings module
     

 01/19/15

What we do in class

Due Today

Monday 1/19 Martin Luther King Day - No School  
Tuesday 1/20 savings vehicles quiz
checking accounts
Banking module
Wednesday 1/21 checking account simulation  
Thursday 1/22 Junior Achievement  
Friday 1/23 checkbook simulation  
     

01/26/15

What we do in class

Due Today

Monday 1/26 bank reconciliation checkbook simulation - step 1 only
Tuesday 1/27 savings & banking review completed checkbook simulation
Wednesday 1/28 savings accounts & banking test  
Thursday 1/29 Junior Achievement  
Friday 1/30 investing module  
     

02/02/15

What we do in class

Due Today

Monday 2/2 start fundamentals of investing unit
 work on types of investments projects
investing module
Tuesday 2/3 work on types of investments projects  
Wednesday 2/4 work on types of investments projects  
Thursday 2/5 Junior Achievement  
Friday 2/6 stock market game rules
present types of investments project
types of investments project
     

02/9/14

What we do in class

Due Today

Monday 2/9
early dismissal
1st day of the stock market game
stock market game orientation
types of investments presentations
 
Tuesday 2/10
early dismissal
finish presentations
work on terms & journal entry
fundamentals of investing study guide (pages 8, 9, & 10 in packet)
Wednesday 2/11 mutual funds research  
Thursday 2/12 Junior Achievement  
Friday 2/13 No School  
     

02/16/15

What we do in class

Due Today

Monday 2/16 President's Day - No School  
Tuesday 2/17 JA makeup day (7th period only) mutual funds research
Wednesday 2/18 study guide  
Thursday 2/19
end of 3rd quarter
review   
Friday 2/20 fundamentals of investing test  
     

02/23/15

What we do in class

Due Today

Monday 2/23 consumer protection module
(substitute teacher)  
Tuesday 2/24 investing in the stock market  
Wednesday 2/25 investing in the stock market consumer protection module
Thursday 2/26 investing in the stock market
common & preferred stock
stock market groups
 
Friday 2/27 investing in the stock market
ownership structures
 
     

03/02/15

What we do in class

Due Today

Monday 3/2 types of common stock
the business cycle
journal entry
Tuesday 3/3 types of common stock quiz  
Wednesday 3/4
stock market study guide
 
Thursday 3/5 review
types of common stock quiz
stock classifications pictoword
Friday 3/6 correct study guide
short-term buying strategies
stock market study guide
     

03/9/15

What we do in class

Due Today

Monday 3/9 stock indices
long-term buying strategies
review
 
Tuesday 3/10 review  
Wednesday 3/11 stock market test  
Thursday 3/12 entrepreneurship  
Friday 3/13 entrepreneurship  
     

03/16/15

What we do in class

Due Today

Monday 3/16 entrepreneurship entrepreneurship projects
optional grocery shopping assignment
Tuesday 3/17 entrepreneurship  
Wednesday 3/18 entrepreneurship final assessment  
Thursday 3/19 Teacher In-service Day - No School  
Friday 3/20 Snow Day - No School (if unused)  
     

03/23/15

What we do in class

Due Today

Monday 3/23 renting v. owning module module
partner entrepreneurship essay
Tuesday 3/24 renting v. owning module
partner entrepreneurship essay
 
Wednesday 3/25 start major expenditures unit
housing - renting
rental scavenger hunt
entrepreneurship partner essay
renting v. owning module
Thursday 3/26 location comparison
rental scavenger hunt
 
Friday 3/27  housing - owning notes location comparison
   

 

03/30/15

What we do in class

Due Today

Monday 3/30 home ownership rental scavenger hunt
Tuesday 3/31 home ownership
work on real estate search
 
Wednesday 4/1 home ownership
terms review
mortgage comparison
real estate scavenger hunt  
Thursday 4/2 home ownership housing reinforcement (pages 7-8) in packet
Friday 4/3 Spring Break  
     

04/06/15

What we do in class

Due Today

Monday 4/6 Spring Break  
Tuesday 4/7 home ownership  
Wednesday 4/8 State Testing - No Classes Meet  
Thursday 4/9 State Testing - No Classes Meet  
Friday 4/10 finish part 1: housing of major expenditures project
transportation scavenger hunt
transportation notes
     

04/13/15

What we do in class

Due Today

Monday 4/13 transportation question for guest speaker
Tuesday 4/14 guest speaker - realtor  
Wednesday 4/15 transportation transportation scavenger hunt
Thursday 4/16 food  
Friday 4/17 last day of the stock market game
food
eating on a budget (college student)
     

04/20/15

What we do in class

Due Today

Monday 4/20 review  
Tuesday 4/21 major expenditures test major expenditures project (parts 1, 2, & 3)
Wednesday 4/22 1040EZ  
Thursday 4/23 1040EZ  
Friday 4/24 payment types module  
     

04/27/15

What we do in class

Due Today

Monday 4/27 start credit card unit
discussion of payment types module
open-end v. close-end credit
advantages & disadvantages of credit
payment types module
Tuesday 4/28 Schumer Box
Schumer Box Quiz
 
Wednesday 4/29 Understanding Your Credit Card Bill
credit card comparison
credit scores module
Thursday 4/30    
Friday 5/1 The Secret History of the Credit Card credit card PSA
     

05/04/15

What we do in class

Due Today

Monday 5/4 finish credit card notes
safety tips
CARD act
 
Tuesday 5/5 credit card review finish the credit card comparison on p. 7
understanding a credit call bill (top half of p. 4 in the credit card packet)
Wednesday 5/6 credit card test  
Thursday 5/7 start insurance unit  
Friday 5/8 substitute teacher
work on insurance & taxes module
work on the higher education module if you're done with the insurance taxes module
 
     

05/11/15

What we do in class

Due Today

Monday 5/11    
Tuesday 5/12
seniors last day in class
  Everfi certification due
Wednesday 5/13
Revised Schedule for Academic Awards Assembly
   
Thursday 5/14    
Friday 5/15    
     

05/18/15

What we do in class

Due Today

Monday 5/18 Semester Tests (1st period)  
Tuesday 5/19 Semester Tests (3rd period)  
Wednesday 5/20 Semester Tests (7th & 8th periods)  
Thursday 5/21    
Friday 5/22    
     

05/25/15

What we do in class

Due Today

Monday 5/25 Memorial Day  
Tuesday 5/26    
Wednesday 5/27    
Thursday 5/28    
Friday 5/29    
 

 

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