Grades 10/11: Budgeting and saving

Teach students the importance of knowing where money is being spent so that spending and saving habits can be balanced.

Time frame: 45 min

Learning objectives for students:

  • budgeting is important to know where money is being spent and to help keep spending and saving habits in balance

Lesson outline:

  • facilitator introduction
  • topic introduction
  • activity
  • Q&A/closing

Activity materials:

  • budgeting (case study)
    • budget worksheet
    • budget comparison handout
  • saving (case study)
    • spending handout

For questions, please email us.

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We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

For more information, visit setting up a financial literacy session.

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*View details on our in-person sessions.