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Check out this top product on Teacher Pay Teachers to see reviews.

 

Want additional Personal Finance Materials? Check out our Personal Finance Semester Course, where this unit plan is included!

 

  • Unit can be taught in the classroom or online

  • Google, Windows, & Mac-friendly!

  • All documents are editable to meet your classroom needs.

  • Meets National Business Education Association Standards and ISTE Standards

 

This unit plan covers Financial Institutions & Checking Accounts in personal finance for grades 7-12.

 

Unit Objectives:

  • Students will be able to analyze and research types of financial institutions, how they operate, and their services.

  • Students will understand types of transactions, electronic monetary transactions, and emerging methods. 

  • Students will be able to compare online banks vs. traditional banking. 

  • Through discussion and research, students will know the types of checking accounts and their features. 

  • With demonstrations and applications, students will know writing checks, check registers, bank reconciliations, and balancing a checkbook.

Students will be able to:

  • Identify various types of financial institutions

  • List the basic products and services provided by financial institutions

  • Identify the rights and responsibilities associated with using a checking account

  • Describe the steps involved in opening and using a checking account

  • Compare and contrast the different types of checking accounts offered by various financial institutions

  • Differentiate among types of electronic monetary transactions 

  • Identify new and emerging methods of transferring money

  • Compare costs and benefits of online and traditional banking

  • Analyze privacy and security issues associated with financial transactions

This unit is infused with technology, and real-world application and is designed to be engaging and rigorous. It is the perfect unit for any business class.

This unit plan is conducted through lectures, engaging activities, group-paced instruction, and discussion. Assignments range from a mix of daily assignments, time, projects graded on effort/attempt, unit tests, and a project graded on overall appearance and completion of given requirements.

 

Included:

  • Unit Plan with Daily Instructions

  • PowerPoint with stopping points to deepen students' knowledge of the content

  • Student Notes & Answer Key

  • Financial Institution 4-Part Research Activity

  • Writing Checks & Check Register Gallery Walk 3-Part Activity & Answer Key

  • Bank Reconciliation 4-Part Activity

  • Quizlet Review

  • Test & Answer Key

 

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Financial Institutions & Checking Accounts Unit Plan

SKU: P41
$31.50Price
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