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

View lesson plan

Activity:

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

Questions?

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:

12 weeks’ notice needed to setup a session.
Requests must be submitted by the request deadline.
If more than five sessions are needed, please contact us directly.

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

Request a workshop

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

*View details on our in-person sessions.

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Name of school and school board: *

Name of teacher: *

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Grade: *

Workshop: *

Workshop type (virtual/in-person): *

Requested workshop date: *

Workshop time: *

Number of Students per workshop: *

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