Lesson Plans for: Personal
Finance
Instructor:
Ms. Main
August | September | October | November | December | January | February | March | April | May |
|
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 | |
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 |
|
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 | |
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 |
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 |
|
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 | |
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 |
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 | |
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 |
|
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 | |
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 | |
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 |
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 | |
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 |
|
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 | |
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) |
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 | |
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) |
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 | |
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 |
|
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 | |
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 |
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 | |
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 | |
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 |
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 | |
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 | |
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 |
|
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 |
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 | |
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) | |
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 |
| ||
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 | |
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 |
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) |
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 | |
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 |
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 |
|
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 | ||
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 | ||
What we do in class |
Due Today | |
Monday 5/25 | Memorial Day | |
Tuesday 5/26 | ||
Wednesday 5/27 | ||
Thursday 5/28 | ||
Friday 5/29 |