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    Middle School Personal Finance Workbook

    The Middle School Personal Finance Workbook (grades 6-9) is the perfect companion to the Middle School Personal Finance course. This workbook offers an independent learning experience that helps students develop new skills without requiring access to the internet. Which means it's great for both in-class and homework assignments. If you're a sponsored teacher, you can order free physical workbooks by logging in to your account and selecting the Workbooks tab. Or view the PDF here.

    Learning Activities

    These eight activities are designed to challenge student's financial skills and understanding. They'll learn vocabulary, gain problem solving skills, and think critically about personal finance conundrums. Students will only need a pencil and pair of scissors to complete these activities.
    • Lending, Credit, & Financial Services: Students gain a foundational understanding of the most common financial services as they match the appropriate service to various scenarios.
    • Supply, Demand, and You: Supply and demand are two of the most basic economic factors. Changes to one or both has a ripple effect on wages, competition, and price. In this activity, students evaluate the relationship between supply and demand as they determine how these factors changed in sample problems.
    • S.M.A.R.T. Savings Goals: Students learn to set goals that are specific, measurable, achievable, relevant, and time-bound. Then, they set S.M.A.R.T. goals related to earning more and spending less.
    • Budgeting Practice: Tracking expenses helps you know what you can afford.  Students see this happen firsthand as they create budgets for two people looking to improve their finances.
    • Reading Challenge: Reading comprehension is the name of the game in this activity. Students read short paragraphs that teach all about Credit Cards and Saving with a Purpose and then answer questions about what they learned.
    • Check and Deposit Slip: Understanding how to fill out a check and deposit slip is a vital skill. Students practice both with this activity.
    • Saving or Investing: There is a difference between saving and investing, even though they both involve setting money aside for the future. In this activity, students pmatch characteristics of saving and investing correctly.
    • The Power of Interest: Teaches students how to calculate simple and compound interest.

    Missing activities from a previous version of the workbook? Don't worry! Every old activity (including favorites like Interview a Pro and Auto Insurance) is available to download with other worksheets in the teacher toolkit or course page.

    Note: To access the answer key, log in to your Banzai teacher account and click the Toolkit button at the top. Then select Workbooks to find the downloads and answer keys.


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