Grades 4/5: Savings and bank accounts

Teach students the importance of saving money.

Time frame: 60 min

Learning objectives for students:

  • small changes can make big differences
  • saving is a mindset that must be trained and developed
  • saving must be used when making daily financial choices

Lesson outline:

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


  • Suzie Spender (case study)
  • Presentation Bingo — students must cross off words used during the workshop on their bingo cards


For questions, please email us.

Want a session in your area?

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.