Personal Finance Project Bundle

Personal Finance Project Bundle
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7 Products in this Bundle
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    Bundle Description

    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, Personal Finance Blog Article Project, 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 Set. Save 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 Negotiation: Apply 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. 

    Personal Finance Blog Article Project: Blogs have taken off in the last few years. Make writing relevant to students by introducing the blog article format. In this activity students will be given or select a Personal Finance topic to write a blog article about. A list of 30 suggestions are provided, but you could easily incorporate this activity into any topic you are currently covering in class. This versatile activity is the perfect sub plan because it can be thrown in with any topic you are covering or it could also be easily adapted to create a semester long project where students write a blog entry for each unit.

    Included in this file:

    -Brief Microsoft PowerPoint Presentation with activity instructions

    -Microsoft Word Rubric (2 rubrics to a page) based on 50 points

    -Microsoft Word Suggested Topic List with 30 topics

    This activity is easy to implement and can be used for any topic in the Personal Finance curriculum. Based on your discretion students can work individually or with a partner to complete this project.

    Checking Account Simulation: Teach 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 Generation: Get 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 Project: This 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 Set: This 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

    Personal Finance Activity Bundle

    Total Pages
    38 pages
    Answer Key
    Included with rubric
    Teaching Duration
    1 Semester
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