A1

S1
N2
N3
N4
N5

Unit 6 Money Matters

Course Objectives:
A1: Solve problems that require the manipulation and application of formulas
related to:
- simple interest
- finance charges
[CN, PS, R]
S1: Solve problems that involve creating and interpreting graphs, including:
- bar graphs
- histograms
- circle graphs
[C, CN, PS, R, T, V]
N2: Solve problems that involve personal budgets.
[CN, PS, R, T]
N3: Demonstrate an understanding of compound interest.
[CN, ME, PS, T]
N4: Demonstrate an understanding of financial institution services used to
access and manage finances.
[C, CN, R, T]
N5: Demonstrate an understanding of credit options, including:
- credit cards
- loans
[CN, ME, PS, R]
Lesson

Outcom
e

Bar Graphs &

Histograms

S1

Banking 101:
Financial
Services

A1
N4

Description
- Intro to bar graphs
- Intro to histograms
- Comparing graphs
- Continuous data vs discrete data
Activities:
- Jigsaw for graphing questions
- Using technology
- Banks vs credit unions
- Types of financial institutions
- Choosing banks, banking services and accounts
- Self-service vs full-service
- Identity theft
Activity:
- Exploring financial institutions
- Webquest
- Worksheets

Materials

Classe
s

- Unit 6 SMART
Notebook
- Foldables
- Activity pages

- Unit 6 SMART
Notebook
- Activity pages
- Foldables

Simple &
Compound
Interest

Credit Options

A1
N3

A1
N5

Personal
Budgets &
Circle Graphs

N2
S1

Review

A1
N2
N3
N4
N5
S1

Exam

A1
N2
N3
N4
N5
S1

Work Period

A1
N2
N3
N4
N5
S1

- Intro to interest
- Simple interest what is it? How to calculate
- Compound interest what is it?
- Simple vs compound
- Calculating compound interest
Activity:
- Investment scenarios
- Planning to buy a house scenario
- Worksheets
- What is credit? Types of credit
- Pros and cons
- Understanding credit cards
- Types of loans
- Debt Repayment
- Comparing loans
Activity:
- Purchasing scenarios
- Effective uses of credit scenarios
- Worksheets
- Income: Gross vs Net
- Payroll - deductions
- Budgeting: what is it? Why do it?
- Creating and analyzing budgets
- Using circle graphs
- Creating circle graphs
Activity:
- Out on your own scenario
- Balancing income and expenses
- Daily activities on a circle graph

Review for Exam

Exam
When finished:
- Begin Assignment 6

Work period for Assignment 6

- Unit 6 SMART
Notebook
- Activity pages
- Foldables

- Unit 6 SMART
Notebook
- Activity pages
- Foldables

- Unit 6 SMART
Notebook
- Activity pages
- Foldables

Worksheets &
Activities
Assignment 6
Personal Budget
Exam

- Exams
- Assignment 6
sheets

- Assignment 6
sheets

20

Type

Classe
s

Formative

Budget creation

Summative

Unit 6 Exam

Summative

Outcome
A1/N2/N3/
N4/N5/S1
A1/N2/N3/
N4/N5/S1
A1/N2/N3/
N4/N5/S1

- Pre-planned
review
- Materials for
game if needed

TOTAL

Assessmen
t

Description
Students will complete worksheets in class