Personal Finance Units & Lessons
Equip your students with the tools they need to master personal finance through our engaging and interactive content. Below, you'll find comprehensive course bundles, modular units, and targeted lessons designed to support your teaching goals.
This set of eight interactive labs covers all essential personal finance topics. Perfect for empowering students with financial literacy and preparing them for smart financial decisions in the future. Here is What’s Included:
- 8 Units covering essential topics like Budgeting, Saving, Investing, Taxes, and more.
- 80+ Interactive Worksheets to engage students and reinforce key concepts.
- Interactive activities, quizzes, writing activities, and real-world scenarios.
Teach key personal finance topics with these 8 interactive units. Each unit includes multiple lessons, activities, and assessments to ensure your students gain a thorough understanding.
This is a bundle of units
$250.00
The Comprehensive Personal Finance Bundle: Multi-Classroom Edition offers 8 interactive labs covering budgeting, savings, taxes, loans, and more. Ideal for up to 6 classrooms, it features real-life scenarios, auto-grading, and certificates of completion, equipping students with essential financial literacy skills.
8 Units
1 Semester
This is a bundle of units
$100.00
This set of eight interactive labs covers all essential topics: savings, budgeting, investments, taxes, car loans, home loans, insurance, and career planning. Each lab includes highly interactive activities and real-life scenarios to engage students and build practical money management skills. Perfect for empowering students with financial literacy and preparing them for smart financial decisions in the future.
9 Units
1 Semester
$15.00
Students will learn essential skills such as budgeting, expense tracking, goal setting, and making informed financial decisions using real-life scenarios and interactive activities.
57 Activities
5 Hours
$15.00
Students will learn the concept of savings, short and long-term goals, interest, compound interest, and the effect of time in compounding, risk-based savings etc. using interactive activities.
47 Activities
2 Hours
$20.00
Explore the fundamentals of investing with our interactive Investment Lab. Covering topics like investment vs. saving, compounding, inflation, stocks, risk management, funds, and bonds, this lab offers engaging activities and real-world examples to enhance financial literacy and decision-making skills.
60 Activities
4 Hours
$20.00
Students will explore the fundamentals of insurance, auto, health & life, and homeowners & renters insurance.
63 Activities
4 Hours
$15.00
A purely interactive lab where students will learn about taxes, how the government uses tax money, paystub analysis, types of taxes, progressive tax calculation, deductions & taxable income, income tax filing, W-2 form, Form 1040 etc.
42 Activities
4 Hours
$15.00
Students will explore the need for car loans, car loan basics, APR, amortization schedule, leasing vs. buying, budgeting for cars, and pitfalls in this lab. Students research banks, compare loan options, and make informed recommendations for responsible car financing.
47 Activities
3.5 Hours
$15.00
Unlock the secrets of home loans and personal finance in this interactive course. Explore key topics, from mortgage basics to responsible borrowing, through engaging activities. Build a solid foundation for financial success!
34 Activities
2 Hours
$20.00
This interactive lab equips teachers with the tools to guide students in exploring careers, setting goals, and developing essential skills. Students engage in activities, self-reflection, and research to make informed decisions about their future paths.
46 Activities
4 Hours
$5.00
After completing all the personal finance labs, students can take this final assessment.
2 Activities
45 Minutes
Target specific topics with our focused, single-topic lessons. Ideal for quick classroom activities, bell-ringers, or supplemental learning.
$10.00
This bundle includes 14 budgeting worksheets designed for high school students. Topics cover zero-based budgeting, inflation, food expenses, housing rent, transport costs, and more. Each worksheet features engaging activities to enhance students' financial literacy and budgeting skills.
This is a bundle of lessons
$10.00
$10.00
This bundle of 9 interactive worksheets on savings is designed to provide students with a comprehensive understanding of various aspects of saving money. Each worksheet is crafted to engage students through practical activities, quizzes, and real-world scenarios, ensuring a deep and lasting grasp of personal finance concepts.
This is a bundle of lessons
$10.00
$12.00
This bundle of 14 interactive investment worksheets covers key concepts like simple vs. compound interest, the power of compounding, recurring deposits, savings vs. investment, stock market simulations, dollar cost averaging, diversification, long-term investing, retirement calculations, etc. These engaging activities help students build a strong foundation in personal finance and investment strategies.
This is a bundle of lessons
$12.00
$10.00
This bundle of 12 insurance worksheets covers the basics of insurance, auto insurance, health insurance, renter's insurance, and homeowners insurance. Through practical activities and real-world scenarios, students will learn to understand, compare, and make informed decisions about various insurance policies.
This is a bundle of lessons
$10.00
$5.00
This bundle of five tax worksheets covers pay stub analysis, progressive tax calculation, filing status and standard deduction, government spending analysis, and W-2 form analysis. Each worksheet engages students through practical activities and real-world scenarios, helping them understand various aspects of taxes and enhancing their tax literacy and decision-making skills.
This is a bundle of lessons
$5.00
$5.00
This bundle of 12 career planning worksheets covers aspects such as fastest-growing jobs, post-high school options, career clusters, job salary analysis, top job projections, declining jobs, job postings, unemployment rates, skills assessment, career pathways, networking strategies, and resume writing.
This is a bundle of lessons
$5.00
$5.00
This bundle of 8 car loan worksheets covers topics such as leasing versus buying, amortization analysis, loan duration and interest rate impacts, car loan simulation, EMI calculation, and more. Each worksheet engages students in practical activities and real-world scenarios, helping them understand various aspects of car loans and develop financial literacy skills.
This is a bundle of lessons
$5.00
$5.00
This bundle of 8 home loan worksheets covers topics such as principal-only payments, renting versus owning, amortization analysis, interest rate and loan duration impacts, EMI calculation, and more. Each worksheet engages students in practical activities and real-world scenarios, helping them understand various aspects of home loans and develop financial literacy skills.
This is a bundle of lessons
$5.00
$2.00
In this worksheet, students will learn about the 16 career clusters defined by CTE in the United States and classify a given set of jobs into 8 specified career clusters. This activity helps students understand the organization of occupations into clusters and explore the diversity of careers within each cluster.
$2.00
Auto-Graded
$2.00
In this worksheet, students will compare a normal savings account with two stock market investment schemes. By adjusting the investment duration and amount, they will learn that savings provide consistent returns, while investments have higher potential for both growth and loss.
$2.00
Auto-Graded
$2.00
In this worksheet, students analyze average hospital expenses for various treatments and the cost of hospital stays in different states. They then simulate health events over five years for Mr. John, who has a $500 monthly health insurance premium. Students calculate total costs incurred for premiums and deductibles, comparing them with actual medical expenses to understand the benefits of health insurance.
$2.00
Auto-Graded
$2.00
This Zero-Based Budgeting worksheet helps students allocate a $4,500 monthly income to categories like Rent, Groceries, Utilities, Transportation, Savings, and Entertainment. Fixed expenses are marked, and students adjust the remaining categories using sliders, aiming for a zero remaining balance.
$2.00
Auto-Graded
$2.00
Students will analyze a sample amortization schedule for a mortgage loan, presented in both tabular and graphical formats. They will examine how mortgage payments are distributed between principal and interest over time and answer questions to understand loan repayment dynamics.
$2.00
Auto-Graded
$2.00
In this investment worksheet, students analyze the financials and historical share prices of NVIDIA and Apple. They learn about key financial metrics like P/E ratio, Market Cap, Revenue, Net Income, and EPS. This activity introduces these terms and helps students understand their importance in investment analysis.
$2.00
Auto-Graded
FREE
In this worksheet, students will compare two health insurance plans—the Bronze Plan and the Gold Plan—each with different premiums, deductibles, co-insurance rates, and out-of-pocket limits. By analyzing these plans and answering scenario-based questions, students will learn to make informed decisions about choosing the right health insurance plan.
FREE
Auto-Graded
$2.00
In this worksheet, students learn about dollar cost averaging by running a 10-month simulation, investing $250 monthly in a fictitious company's stock. They calculate units bought and investment value each month and compare results with a lump-sum $2500 investment made in the first month to understand potential losses.
$2.00
Auto-Graded
$3.00
Students will go through a car loan simulation, choosing a car from a list, selecting a down payment, and determining the loan amount. They will choose a loan duration and see the monthly payment, total interest, and an amortization graph. Students will record data for different scenarios and answer questions to understand the impact of various parameters. They will also help Mr. John choose a car and loan terms based on his financial situation.
$3.00
Auto-Graded
FREE
In this worksheet, students analyze the average annual food expenses of Americans and answer related questions. They also prioritize cost-cutting on food expenses by dragging and dropping items in order of priority, with the first item being the one they would reduce costs on first.
FREE
Auto-Graded
$3.00
Students will understand the importance of comparison shopping and then will find three different websites from where they can purchase a laptop, smartphone, and headset of the model they like. They will compare each website in terms of price, star rating, and warranty offered.
$3.00
Auto-Graded
FREE
In this worksheet, students will explore the importance of renter's insurance by calculating the total cost of items in a rented apartment. They will select items like couches, coffee tables, TV stands, etc., see the total value of their possessions, and decide whether to pay $12/month for renter's insurance or risk losing all their belongings in an incident.
FREE
$2.00
Students will explore key health insurance concepts such as premium, deductible, copay, coinsurance, and out-of-pocket maximum (OOPM). Given a scenario of a policy with specific details, students will track a series of events occurring throughout the year. For each event, they calculate the deductible paid, copay, coinsurance, and the amount covered by the insurance company.
$2.00
Auto-Graded
FREE
In this worksheet, students will analyze data on the top 20 jobs projected to have the highest number of new jobs from 2022 to 2032, along with their median salaries in 2023. They will answer questions to understand job market trends and financial considerations, helping them make informed career decisions.
FREE
Auto-Graded
FREE
In this interactive drag-and-drop activity, students will categorize various goals as either short-term or long-term. By distinguishing between these types of goals, students will enhance their understanding of goal setting and time management, gaining practical skills for planning their financial futures.
FREE
Auto-Graded
$2.00
In this worksheet, students will use a premium calculator to understand how coverage amounts and deductibles affect insurance premiums. By inputting different values, they will calculate annual premiums and learn to balance coverage needs with affordability, enhancing their decision-making skills.
$2.00
Auto-Graded
FREE
In this activity, students answer 7 questions to analyze their savings profile, receiving scores for Risk-Taker, Cautious, Disciplined, and Impulsive traits. With no right or wrong answers, the quiz aims to provide insights into students' saving behaviors, helping them understand their financial habits better.
FREE
Auto-Graded
FREE
Students will classify a list of government programs and their 2023 expenditures into six categories: Education, Transportation, Health Insurance Program, Public Assistance, Defense, and Health. They will then calculate the total spending for each category and the overall total to understand the significance of government spending funded by taxes.
FREE
Auto-Graded
$2.00
In this worksheet, students use an inflation calculator with CPI data to understand money's value erosion over time. They fill in a table with columns for the Initial Year, Amount, Current Year, New Value of Money. The activity enhances their understanding of inflation's impact on purchasing power.
$2.00
Auto-Graded
$1.00
In this worksheet, students will analyze a sample renter's insurance policy to understand coverage limits, standard deductibles, and additional coverage options. Students will answer questions based on the policy document, reinforcing their understanding of comprehensive insurance protection.
$1.00
Auto-Graded
FREE
In this worksheet, students analyze a pie chart of American transport modes and choose a preferred car from a list. They’ll see loan details with a 20% down payment and 5-year loan at 8% interest. Students select daily commute miles to calculate monthly loan, insurance, maintenance, and fuel costs, then answer related questions.
FREE
Auto-Graded
$2.00
Students will explore the importance of principal-only payments on a mortgage. Using a $300,000 mortgage scenario with an 8% interest rate and a 30-year duration, students will use a slider to adjust extra monthly principal payments and see the impact on total interest and loan duration. They will record data for different payment amounts and answer questions to understand how extra payments can save money and shorten the loan period.
$2.00
Auto-Graded
$2.00
In this worksheet, students will forecast their retirement savings needs based on their current age and annual expenses. They will explore how starting early and saving regularly impacts financial security in retirement. Using a retirement calculator, students can adjust variables to see the effect on required monthly savings.
$2.00
Auto-Graded
FREE
In this activity, students explore three common savings options—Savings Accounts, CDs, and Money Market Accounts. They will analyze interest rates from various banks and credit unions as of July 2023 and answer questions based on their findings. This exercise helps students understand different savings vehicles and make informed decisions.
FREE
Auto-Graded
$2.00
The main goal of this worksheet is to help students understand the impact of compounding. Through a graphical method, they will learn the difference between simple and compound interest. Furthermore, as the investment duration increases, they will grasp the effect of compounding.
$2.00
Auto-Graded
$2.00
In this worksheet, students will calculate the total tax to be paid by different individuals based on their taxable income using progressive tax brackets. They will determine the effective tax rate for each individual, understanding that lower-income individuals pay a lower percentage of their income in taxes.
$2.00
Auto-Graded
FREE
In this simulation, students are given $10,000 to invest in shares from three companies: Moon Pharma (Low risk), SoftwareCon (Medium risk), and Concrete Constructions (High risk). They will evaluate risk profiles, allocate funds strategically, and aim to achieve a minimum profit of $20,000.
FREE
Auto-Graded
FREE
Students will explore the impact of adjusting interest rates and loan durations on the amortization of a mortgage loan. Using sliders to adjust these parameters, they will see real-time changes in a stacked bar chart that shows the distribution of payments between principal (blue) and interest (red).
FREE
Auto-Graded
$2.00
In this worksheet, students will select an auto insurance plan (basic, standard, deluxe, or platinum) and evaluate its benefits over four years. They will analyze a series of events affecting their car, calculate premiums and out-of-pocket costs, and compare the financial benefits of having insurance.
$2.00
Auto-Graded
$2.00
Students will analyze the amortization schedule of a $20,000 car loan with a 7% interest rate, choosing between a 3-year and a 6-year loan duration. They will calculate the percentage of each payment that goes towards principal and interest for different months and compare the schedules to understand the impact of loan duration on amortization.
$2.00
Auto-Graded
FREE
In this worksheet, students will read and analyze a sample job posting to understand its key components, such as job title, responsibilities, qualifications, and application instructions. They will answer questions based on the job posting, enhancing their ability to interpret job listings and prepare effectively for job applications.
FREE
Auto-Graded
$3.00
In this worksheet, students will compare the financial implications of renting versus owning a house. Using a slider to adjust the duration of stay, they will analyze the total rent paid and the profit or loss from buying and selling a house at an appreciated value. This activity helps students understand the costs and benefits of renting and owning a house.
$3.00
Auto-Graded
$2.00
Students will learn about different tax rates for various filing statuses and the concept of standard deductions. They will calculate the standard deduction, taxable income, and tax to be paid for four individuals with different filing statuses, jobs, total incomes, and eligible deductions
$2.00
Auto-Graded
FREE
In this worksheet, students will learn the importance of insurance by comparing two homeowners, Alice and Bob, over a 10-year simulation. Alice has home insurance, while Bob does not. Students will analyze events affecting both homes, calculate costs, and understand how insurance helped Alice avoid significant financial losses.
FREE
Auto-Graded
FREE
In this worksheet, students will analyze salary data for several jobs as of 2022 and answer questions to understand salary trends and compare different occupations. This activity helps students explore the financial aspects of various career paths and make informed career decisions.
FREE
Auto-Graded
