Grades 7/8: Budgeting and expenses

Students will learn about the importance of making choices between needs and wants, and the rewards of staying within a budget.

Time frame: 60 min

Learning objectives for students:

  • budgeting is about making choices between needs and wants
  • staying on or under budget reaps positive rewards
  • they are in charge of choices, but must be aware of making them

Lesson outline:

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

Activity:

  • Planning a party game — students must plan a party within a given budget

Questions?

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.