Lesson Plans and Activities
Lesson Plans - Subject: Mathematics
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Budgeting and Financial Planning
Budgeting and financial planning.doc
Size: 115 K
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Financial matters
Financial Matters.doc
Size: 874 K
These activities are linked by a central theme of making the best use of our money. Each section can be used as a stand-alone lesson or used together as part of a module on preparation for adult life.
The activities look at:
Saving for the future
Looking after your money
Buying household services
These activities would offer further extension activities to existing lesson plans 'My financial future – what do I want to do and what do I need to do it?' and 'Managing my money – what's out there to help me?'
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Personal Finance - My financial future – what do I want to do and what do I need to do it?
Financial Capability.doc
Size: 76 K
This series of suggested activities will encourage students to consider the kind of lifestyle they want and the financial plans they will need to put in place to achieve this. Whether it is further study, employment, self employment, there will be financial issues to consider in ensuring future financial security. (Key Stage 3/4)
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Personal Finance 2- Managing My Money – What’s out there to help me?
Personal Finance 2.doc
Size: 83 K
This series of suggested activities will expose pupils to the range of financial products and services available to them as consumers. It will allow them to assess what might be best for them in managing their finances responsibly. For example, do I need a bank account? Is a credit card a good idea? How do I work out the best deal for me if I want to borrow? (Key Stage 3/4)


From activities in this lesson pupils will understand the pressures exerted on them by their peer group. Exercises require pupils to interpret data and then gain an understanding of the benefits of financial planning. The lesson also teaches pupils the importance of budgeting and allows them to construct a personal budget. (Year 10)