Skip to main content
Back to All
Resources
New!
Curriculum Units
Personal Finance

Keys to Financial Success Curriculum

OVERVIEW
Students gain financial decision-making skills through critical thinking and collaborative learning across ten themes, helping them improve personal finance knowledge and manage their finances effectively as adults.

Theme 1: Goals and Decision-Making

 

Lesson 1.1: Unlock Your Financial Future

Lesson 1.2: COMING SOON

Lesson 1.3: COMING SOON

Lesson 1.4: Financial Values and Goals

Lesson 1.5: Understanding Cognitive Biases


Theme 2: Careers and Planning

 

Lesson 2.1: Planning For Your Career

Lesson 2.2: Entrepreneurship--Problem First, Business Second

Lesson 2.3: Invest in Yourself

Lesson 2.4: What Else is Out There and How Would I Find It?

Lesson 2.5: Dreams and Plans

Lesson 2.6: Opportunity Occupations and the Occupational Mobility Explorer

Lesson 2.7: So You Want to Be an Influencer? (Optional Lesson)


Theme 3: Budgeting

 

Lesson 3.1: COMING SOON

Lesson 3.2: Learning to Manage Your Money

Lesson 3.3: W is for Wages, W4, and W2

Lesson 3.4: Reality Check: The Life You Can Afford


Theme 4: Financial Institutions and Services

 

Lesson 4.1: Financial Institutions

Lesson 4.2: Cash the Check and Track the Dough

Lesson 4.3: Payment Methods

Lesson 4.4: Financial Technology (Fintech)


Theme 5: Saving and Investing

 

Lesson 5.1: Spending and Saving

Lesson 5.2: Save, Invest, or Both?

Lesson 5.3: Evaluating Investment Options

Lesson 5.4: Creating Investment Portfolios

Lesson 5.5: Escape Employment and Retire

Additional Resources


Theme 6: Credit

 

Lesson 6.1: Credit: The Most Important Grade You'll Ever Earn

Lesson 6.2: What is Credit?

Lesson 6.3: Making Credit Choices

Lesson 6.4: Credit Reports and Credit Scores

Lesson 6.5: Credit Cards--Total Frenemy?

Lesson 6.6: Strategies for Getting Out of Debt

Lesson 6.7: How Much Are You Really Paying for That Loan?


Theme 7: Risk Protection

 

Lesson 7.1: Consumer Protection

Lesson 7.2: COMING SOON

Lesson 7.3: Managing Risk

Lesson 7.4: Life Insurance, POAs, and Wills, Oh My!

Lesson 7.5: Everything You Ever Wanted to Know about Car Insurance

Lesson 7.6: Why Renter's Insurance?

Lesson 7.7: Understanding Health Insurance


Unit 8: Postsecondary Education

 

Lesson 8.1: Postsecondary Education Alternatives

Lesson 8.2: Choosing a Postsecondary School

Lesson 8.3: Paying for Postsecondary Education

Lesson 8.4: Understanding the Financial Aid Process


Theme 9: Transportation Issues

 

Lesson 9.1: Transportation Options

Lesson 9.2: The Car Deal Package


Theme 10: Housing Issues

 

Lesson 10.1: Moving Into My Own Place

Lesson 10.2: How Comfortable Will My Place Be?

Lesson 10.3: Tired of Renting--Should I Buy My Own House?


More in This Series

LESSONS & ACTIVITIES Clock icon 31-45 MIN

Unlock Your Financial Future

Students work in groups to estimate the answer to questions related to personal finance.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

Financial Values and Goals

In this lesson, students learn the importance of financial values and financial goals.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

Understanding Cognitive Biases

In this lesson, students learn about cognitive biases and how they can affect decision-making.

LESSONS & ACTIVITIES Clock icon 31-45 MIN

Planning For Your Career

Learn about careers options through an interest assessment.

LESSONS & ACTIVITIES Clock icon 1 HOUR+

Entrepreneurship: Problem First, Business Second

In this lesson, students examine entrepreneurship and the entrepreneurial process.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

Invest in Yourself

Identify ways to invest in human capital.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

What Else is Out There and How Would I Find It?

Students research careers, wages, and required education/training.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

Dreams and Plans

Students research and compare potential careers, organize key career information, and use a PACED decision-making grid to select a career based on their personal priorities.

LESSONS & ACTIVITIES Clock icon 31-45 MIN

Opportunity Occupations and the Occupational Mobility Explorer

Students learn about skills that employers want, opportunity occupations, and the Occupational Mobility Explorer.

LESSONS & ACTIVITIES Clock icon 46-60 MIN

So You Want to Be an Influencer?

Students answer the question of whether or not to explore influencer marketing as a career.

Icon of a person raising their hand

Need Help?

Find answers to any questions you have.
Get Support