Give your student the power to succeed financially with this comprehensive personal finance project. Each section helps students practice the key personal finance skills. The curriculum unit includes all the instructions, forms, and rubrics students need to complete the project. Teachers can select individual components or assign the entire project.

Grade Level

 9–12, College

Project Components

Introduction

  1. Expense tracking
  2. Setting financial goals
  3. Cash flow and balance sheets
  4. Income taxes
  5. Creating a budget
  6. Credit report
  7. Purchasing a vehicle
  8. Saving and investing for the long term
  9. Important financial documents
  10. Retirement planning
  11. Insurance inventory