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Life Skills Lessons for Finances and Record Keeping

Life Skills Lessons for Finances and Record Keeping preview
Life Skills Lessons for Finances and Record Keeping preview
Life Skills Lessons for Finances and Record Keeping preview 2
Life Skills Lessons for Finances and Record Keeping preview 3
Life Skills Lessons for Finances and Record Keeping preview 4

Look Inside · 10 pages

Life Skills Finances and Record Keeping cover showing a work and earning money handout, a budget form and a checking form
Unit cover to introduce personal money management
How to use this unit: teacher notes on starting a Life Skills notebook, discussing handouts and filling out forms together
Teacher planning notes before starting the lessons
Filing important documents: reading on records you need to keep, ones you choose to keep and how to set up a filing system
Notebook handout for a discussion on organizing paperwork
Work and earning money: students circle teen job ideas, list 3 ways to earn money and read how skills can become a business
Career and job brainstorming for teens
Hourly vs per-job pay and work ethics: students mark YES/NO on whether 8 workers would be hired again, then list 3 ways
Discussion starter on reliability and customer service
Spending money: do this and not this tips on opportunity cost and impulse buys, then 4 should I buy it? YES/NO scenarios
Small-group scenarios for talking through purchase decisions
Budgeting: eight steps from income and expenses to tracking and balancing a budget, plus how the envelope system works
Read before students try the monthly budget form
Blank monthly budget form with purchase, cost and remaining for food, rent, clothing, medical, fun, savings and more
Fill-in template for a practice monthly budget
Budget form guide: yellow callouts explain entering the total, category budgets, each purchase and costs like - $5.89
Model this guide before students fill in their own form
Saving: reasons to save for big buys, emergencies and wealth; students list 5 goals with costs and possible emergencies
Goal-setting practice to pair with the budget lesson
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About This Product

Finances and Record Keeping Lessons | Life Skills Unit includes 7 lessons for basic finances. Have students create a Life Skills notebook to file away useful information for their future as you learn about necessary life skills.

Each lesson includes a page outline that can be used as a discussion guide or handout for students. Some lessons have a practice template or form for students to practice filling out. There are 3 homework sheets. Hopefully these will provide a good framework for your life skills lessons.

This resource was designed for high-school age students but have been used for younger students as well as adults. Hopefully these lessons will help you teach your students how to manage their money and budget responsibly as they enter into independent adult life!

How To Use This:

Just decide which parts of the lessons you want to use and print enough materials for each student. Use the lesson guides to teach or have the students study from. Then have them complete activities in class, individually or in pairs. Additionally, the activities can be sent home as homework.


You'll get the following lessons:

  • Filing important documents: Students will learn that there are certain papers and documents that you need to file and store in case you need to refer to them again. Some things you NEED to keep. Others you might WANT to keep.

  • Work and earning money

  • Spending money

  • Budgeting (with budget template for students to complete)

  • Saving (with saving goals template for students to complete)

  • Giving

  • Opening a checking account (with application form templates)

  • Writing a check (with check template and additional checks for students to practice)

Activities include:

Filing Homework

Finances Homework


Check out other resources from my store: Simply Schoolgirl!

 

I can be contacted for questions and concerns at simplyschoolgirl1@gmail.com

What's Included

1 zip file with:

-1 PDF with 19 ready to print pages

-Google Doc w/ product description

-Preview images

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