All these resources can be downloaded and adapted to suit
the needs of individual schools and pupils.
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Planning and Costing a Holiday: Year 8/9 Maths KS3
This activity was used as a model in several
schools. American Express came into two schools to
support the final session on Spending Money
Abroad. The topic could be delivered over 3
lessons or as a special off-timetable session. For
more information contact Maureen Jackson.
(4 pages of a holiday brochure are included for
groups of students to work from)
Click here to download
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Managing Your Money Effectively: Maths KS3 & KS4 Extension
This activity was compiled for Ringmer
Community College's Curriculum Enrichment Day,
with the focus on Maths, and planned for 2 x one
and a half hour sessions in the morning.
Resources drew in activities from 'pfeg' Case
Study 52 and also practice Maths sheets from 'Talk Money, Talk Maths; Financial education
through mathematics' by the Scottish Centre for
Financial Education. This is available via the 'pfeg'
website for £36.45 incl p&p.
Click here to download
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Stock Market Competition: Year 8, Maths,
Curriculum Enrichment Day
Ringmer Community College, East
Sussex
This activity was written by Steve Sherwood for
the afternoon session and takes about 2 hours to
run.
Included in the download are:
1.Guidance for staff
2 Calculation pro-forma cards for students
3. Secret Newsflashes & Summary of Share
prices
4. Example Company information sheet based on
profile sheets from Yahoo
See www.yahoo.com Choose 'finance', then
'investing' and under 'research' click on 'company
files'
Click here to download
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The Cost of Taking out a Loan: Year 8/9 Maths
Ringmer
Community College, East SussexWith a
small bottom set the teacher ran a
topic for a term, one lesson per week, when
students took on a project; e.g. decorating their
bedroom, designing a garden. Students costed items
needed from catalogues. A loan to fund the project
was considered and findings were written on the
record sheet available here. All work was
displayed on sheets of A2 sugar paper: plans,
costings, pictures from catalogues and finally the
completed loan sheet.
Click here to download
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Stock Market Challenge Year10-11 Maths This activity could be introduced at the beginning of Year 10 over 2 lessons and used all the way through KS4 as a long term activity, re-visited briefly either monthly or half
termly.
Note: www.studentinvestor.proshare.org has information on the student investor challenge that many schools use as an optional activity for teams of students to work on in their own time. The activity sheets available offer useful background to learning about the Stock Exchange.
Click here to download
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Casestudy: Dorothy Stringer High School, Brighton & Hove Dorothy Stringer was a Pathfinder school for Enterprise 2003-5 and received extra funding to establish Enterprise in the curriculum. The project was given to business studies. They approached the Maths department to ask for 1 lesson per fortnight from the Year 10 provision, on the basis that mathematical skills could be demonstrated to be essential in business and in managing personal finance. Of the 20 lessons many incorporated financial capability and some of the materials are available here for
download.
- Keeping Your Balance; an activity devised to teach students how to monitor and manage what they spend against their income using a bank account. Includes different methods of payment, cash, debit and credit.
It requires only Chance Cards to be written for each day that either bring in income or require
spend.
- Credit Card Statement; Loan and APR table to help students consider and understand the formula used to work out the interest.
- Gorgeous Gateaux a complete activity to help students consider price setting in business; PowerPoint presentation, scoreboard template, profit and loss account, group decision record sheet and finally student assessment of learning and performance.
This activity dates back to an old Business
Studies Information course.
Click here to download
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Opening a Bank Account: Making the Right
Decision, Year 10 PSHE
This activity was run with support from representatives from two local banks, who brought application forms. It can be difficult to get bank staff to attend. An alternative might be that students or teachers could research relevant accounts from two different banks.
This activity uses some information imported from
www.doughuk.com
Click here to download
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KS4 Activity on Standing Orders and Direct Debits: Year 10 PSHE
Designed as an extension activity to the above activity on Bank Accounts.
(Pages 1 & 2 are information sheets, page 3 is a question sheet relating to the Bank Statement document. Answers are included)
This activity uses some information imported from
www.doughuk.com
Click here to download
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Maths Week, Key Stages 3 & 4
Peacehaven
Community School, East Sussex
In this school PSHE and Citizenship are
delivered through mainstream curriculum subjects
where possible. The Maths Department agreed to
take on Personal Finance Education and planned a
Maths week where all lessons that week would be on
a PFE theme. Each year group was allocated a
topic:
| Year 7
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Mobile Phones
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3 lessons
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| Year 8
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Holidays
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3 lessons
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| Year 9
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The Stock Market Challenge
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3 lessons all
in one presentation
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For The Trading Game (2 lessons) use United
Nations Ledger to keep records
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| Year 10
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Budgeting for Living Independently and
the Cost of Loans
2 lessons in one presentation, used in conjunction
with the Credit Card Spreadsheet
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All lessons were delivered using Microsoft
PowerPoint presentations and the overheads used
are available here with overall programme plans
for each year group.
The game used in Year 9 could be run as a one-off
activity on an off-timetable curriculum enrichment
day or similar.
Also running across the school for the week was
the Teacher NAQ. 10 teachers were valued and all
students were invited to buy £100 worth of
shares. Each day 2 scenarios were announced which
affected share prices and students watched their
investments rise or fall. Year 9 charted the
changing market with graphs.
Maths staff at Peacehaven Community College would be very pleased to receive feedback from teachers who have used these materials. Alternatively, you may wish to contact them to discuss possibilities before use. Contact: Emma McGrath - emc.pcs@webmail.digitalbrain.com
Click here to download
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Loan Calculator
Oakmeeds
Community College, Burgess Hill, West Sussex
This school has Enterprise College status and
in Years 7/8 runs, as a mini enterprise in the
spring and summer terms, the Bulbman Challenge
(see www.bulbman.co.uk).
Oakmeeds Community College was the highest selling
school in the country in 2004/5 raising over
£8,000 for school funds.
In addition the students follow a Business
Education course and have 1 lesson a fortnight.
The Loan Calculator was developed as a resource to
support the lessons and the mini enterprise.
Click here to download
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