Personal Finance Education Downloads

KS3 & 4, Mapping PFE Provision

Where Personal Finance Education is delivered in a cross curricular model it is useful to map provision to avoid unnecessary duplication and to plan sensible progression. These two grids are based on the model for delivery from the Appendix in the DfEE’s guidance document, “Financial Capability through personal finance education” Ref. 0161/2000

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Developed as part of the American Express sponsored project this document considers all the issues that need to be considered when establishing a sound Personal Finance Education programme in school. It provides a useful framework for development.

As part of the project 3 Sussex schools attained the Quality Award for their programmes in school. Using the Framework schools assembled a portfolio of evidence. Accreditation is still available to schools in Sussex via Sunny Spells Limited in conjunction with American Express and Sussex Education Business Alliance. Contact Maureen for more information.

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It is often difficult to assess progress in students in terms of their attitude and confidence regarding financial capability. This questionnaire is designed to be completed by students at the beginning of KS4 and repeated later in Year 11, after PFE modules have been delivered. It is a confidential questionnaire and it is intended that answers can be recorded in graphs, pie charts etc. The exercise could quite easily be done in class groups as part of a data handling exercise, with students being positively involved in measuring their own progress as a group.

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St Wilfred’s, which has specialist status for Business and Enterprise with Ethics, uses Maths as the core delivery subject for PFE supported by ICT, Citizenship and geography. Every term in Maths PFE topics are explored and become the storyboard against which topics from the National Curriculum are delivered e.g. date handling, compound interest etc. The programme for delivery is available here also a copy of how these topics have been mapped against the specifications in the Appendix of the government guidance document, Financial Capability through Personal Finance Education.

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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 personal financial capability. Materials available here for download relate to assessment. 

NB Resources used by the school in lessons are available via the Resources Download button.

• Cats, bats and hats an activity to demonstrate the way in which different levels of competition can affect prices (Economic Citizenship a KS4 teacher resource free to download, see Chapter 3 Competition) www.citizenship.org.uk/education/resouces/economic.pdf
• Enterprise Questionnaire completed by students at the end of the Year 10 programme

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PSHE programme, Personal Finance Education (block of 8 lessons), 
Year 11 
Durrington High School, Worthing, West Sussex, 

The lessons were developed as part of the ‘Excellence and Access’ pilot programme run by Pfeg 2000-4. Case Study 39 on the ‘pfeg’ website looks in closer detail at how lessons on the stock market considered issues such as ‘risk’ and ‘long term investment.’

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