Personal Finance Project Bundle

Personal Finance Project Bundle
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Supplement your Personal Finance curriculum with these 7 engaging activities/projects! This bundle is perfect for your high school students and will encourage them to utilize research, presentation design, and critical thinking skill. These materials are designed to promote personalized learning, student-to-student communication, and project-based learning.

This bundle includes: Purchasing an Automobile: Financing, Research, and Negotiation, Insurance Gallery Walk, Checking Account SimulationMoney Habits of a Generation, Consumerism Scams Research Project, Buying Your First Home (Renting vs. Owning and 15 vs. 30 Year Mortgages), and Creating an Investment Portfolio for a Client and Investing Question SetSave over 20% by purchasing this bundle or pick and choose your favorites by purchasing each product individually. Simply click the links below to view each individual product.

***If you have previously purchased products from the Business Girl store please carefully review what is included so that you do not purchase duplicate materials. 


Purchasing an Automobile: Financing, Research, and NegotiationApply real-life scenarios to course concepts with this purchasing an automobile activity. Students will select a scenario (provided), define key financing options, research an automobile for purchase, explain the rationale for the purchase, and write a script for a negotiation to purchase the vehicle.

Included in the product:
--List of 10 different scenarios (PDF)
--Worksheet packet with 18 questions (PDF)

I usually have students work with a partner to complete this project. Students will draw a scenario from a cup and use the scenario to complete the activity. I use this activity with my Personal Finance students to tie together consumerism, credit, and negotiating. 



Insurance Gallery WalkGet your students moving with an interactive way to have a discussion about insurance! If you're not familiar with the idea a gallery walk is essentially where students move around the room to complete a task. This product contains 10 discussion questions on insurance for a high school course. Tape the slides (product is in Microsoft PowerPoint) around the room and have students work with a small group or partner to walk around the room and write answers to discussion questions with a dry erase marker (if placed on dry erase board) or have students use post-its to record answers if you're short on board space. At the conclusion of the activity, the teacher should hold a discussion on student responses to discussion questions.

Topics covered in this activity:
Importance of Insurance
Cost of Insurance
Health Insurance System (advantages and disadvantages)
Insurance needs

This activity includes general expectations for students during the activity and 10 discussion questions in an EDITABLE PowerPoint.

If you've ever been to PD you know sitting still for an extended period of time can be a challenge, so movement is a great way to engage your students!



Checking Account SimulationTeach high school students how to write a check and record transactions in a check register. In this activity students will create a business name, write 10 transactions for a checking account, and design 4 checks. This activity it perfect for teaching banking and depository institutions. 

I like to do this project in groups of 2. I use this activity in my Personal Finance course, but it could be used in any banking, finance, or business related class. This activity requires students to think about how a transaction would impact their account and represent it on a check register. Encourage students to be creative to design the checks for a business.

The first page contains instructions and rubric, page 2 is a check register for students to record their transactions, and page 3 and 4 each contain four rectangles for students to design checks. I like to allow my students to split up the pages so they can work simultaneously on the project. The file is a PDF to allow easy printing. The rubric is based on 50 points.



Money Habits of a GenerationGet your students researching with this fun, interactive way to display research findings! In this project students will research the background of a generation, 5 key money habits of their choosing (to promote personalized learning), draw conclusions from their research and create an infographic to display their findings. 

This project includes a list of generations that can be cut up for students to draw from to select a generation. Students then research the savings rates, money habits, retirement savings, and spending habits or other related topics for their assigned generation. Students create an infographic displaying their findings. Piktochart is a free program that students can use to create their infographic. Once they create the infographic they can download the picture and submit electronically or print out to be graded. Included in this file is a rubric for grading.



Consumerism Scams Research ProjectThis product requires students to select a scam, research the scam, and create an infographic or write an article about the scam. This project fits well into a consumerism unit. I use this in my Personal Finance course, but this project could be used in any number of courses. 

Included in this product: 
A list of scam options for students to choose from
Basic project instructions
Rubric for grading (both articles and infographics)
Brief PPT explaining infographics 

This assignment promotes personalized learning by giving students the option of which scam to research and to choose between writing a short essay (1 page) or creating an infographic in Piktochart. At the conclusion of this activity have students present their research to the class so that all students are familiar with scams and actions to take to protect themselves.



Buying Your First Home (Renting vs. Owning and 15 vs. 30 Year Mortgages)In this project students figure their purchasing power, select a house that they would like to buy, and investigate the total costs involved in purchasing that home. Students will also compare and contrast the advantages and disadvantages of a 15 vs. 30 year mortgage and renting vs. owning. This assignment is worth a total of 50 points and has points possible listed next to each question. An answer key is also provided with suggested answers. This project goes well with a Personal Finance, business math, or economics course. 

Topics covered include:
Purchasing power
Reasons for choosing the house
Renting as an option
Expenses associated
Using a mortgage calculator to compare and contrast a 15 year vs. 30 year loan term
Analysis of 15 vs. 30 year mortgage
Analysis of renting vs. owning
Argument for or against "a mortgage is good debt"



Creating an Investment Portfolio for a Client and Investing Question SetThis is the perfect formative assessment to apply investment type knowledge. Part 1 includes open-ended questions about investments. In Part 2 students draw a client (an age/money amount-- provided) from a cup to create a portfolio and allocate money to different investments types based on the acceptable level of risk the individual could take on. This activity goes well with a Personal Finance or Banking and Finance course to assess knowledge of investments.

This activity assesses the student's ability to:
Explain the relationship between risk and return.
Identify good and bad investment choices.
Discuss investment philosophies.
Select investments for a client based on a risk level.

As an extension, advanced students can use the Internet to identify specific investments (stocks, mutual funds, index funds) that they would select for the portfolio. 



Thanks for checking out this bundle, you may also like:

Investment and Retirement Unit Bundle
Personal Finance Course Bundle
Personal Finance Portfolio Semester Project
Career Unit Bundle
Total Pages
38 pages
Answer Key
Included with rubric
Teaching Duration
1 Semester
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