Personal Financial Literacy Full Course Notes Bundle with Assessments and Agenda

This complete 2024 updated collection of notes covers my entire year teaching Personal Finance at the high school level and can easily be adopted for a one semester course as well.

*Download the preview above to see my Cost of Housing notes from my Budgeting Unit for an example of how my notes are typically structured*

This full set contains 44 sets of notes within ten major units, as well as a midterm and final project, full daily agenda (for 93 65-minute class days with links to activities used), assessments, two research papers, and activities. Each individual set of notes includes a question of the day, discussion prompts, mini-activities, infographics, articles, vocabulary, recommendations, embedded videos, quick facts, further reading, and engaging graphics and transitions to capture your students' attention. Using these notes should provide your students with the engaging and differentiated instruction you’re seeking, while providing them with all the information needed to set themselves for a strong financial future!

1. Complete Personal Finance Yearly Agenda (Broken down daily by unit)

2. Unit 1: College Prep (w/Assessment)

• 1.1 Paying for College
• 1.2 FAFSA
• 1.3 Scholarships, Grants, and Loans
• 1.4 Financial Aid and Repaying Loans
• 1.5 Budgeting in College

3. Unit 2: Career Prep

• 2.1 Career Basics
• 2.2 Resume and Cover Letter
• 2.3 Networking and Career Fairs
• 2.4 Interviewing
• 2.5 Once you Get an Offer

4. Unit 3: Financial Basics Unit (w/Assessment)

• 3.1 Financial Planning
• 3.2 Financial Pitfalls
• 3.3 Scams and Fraud
• 3.4 Identity Theft
• 3.5 Payday Lenders
• 3.6 Bankruptcy

5. Unit 4: Budgeting

• 4.1 Budgeting Basics
• 4.2 Cost of Renting
• 4.3 Cost of Housing (Attached as Preview)
• 4.4 Cost of Commuting
• 4.5 Needs vs. Wants

6. Unit 5: Checking and Savings (w/Assessment)

• 5.1 Checking Account Basics
• 5.2 Online Banking and Fees
• 5.3 Choosing a Checking Account
• 5.4 Savings Account Basics
• 5.5 Choosing a Savings Account

7. Unit 6: Credit and Debt (w/Assessment)

• 6.1 Intro to Credit
• 6.2 Selecting a Credit Card
• 6.3 Credit Score
• 6.4 Managing Debt
• Inequality Research Paper

9. Midterm Project (Included in Credit Unit Zip)

10. Unit 7: Loans and Mortgages (w/Activity + Assessment)

• 7.1 Understanding Loans
• 7.2 Auto Loans and Leases
• 7.3 Understanding Mortgages

11. Unit 8: Taxes (w/Activity + Assessment)

• 8.1 U.S. Tax System/Understanding your Tax Burden
• 8.2 Filing your Taxes

12. Unit 9: Insurance (w/Research Paper)

• 9.1 Life Insurance
• 9.2 Auto Insurance
• 9.3 Health Insurance
• Healthcare Research Paper

14. Unit 10: Investing (w/Assessment)

• 10.1 Intro to Investing
• 10.2 Intro to Stocks
• 10.3 Intro to Mutual Funds
• 10.4 Intro to Bonds
• 10.5 Diversification and Risk Tolerance
• 10.6 Smart Investing

15. Financial Wellness Final Project

These units are continually updated to stay up to date, and I have spent hundreds of hours over the last seven years creating, updating, and continuously improving these notes to meet the needs of my students and used a wide variety of resources, including but not limited to, NGPF.org, Youtube, The Economist, New York Times, Wall Street Journal, MarketWatch, Khan Academy, Bankrate, as well as many others. Using these notes should provide your students with the engaging and differentiated instruction you’re seeking, while providing them with all the information needed to set themselves for a strong financial future!

You can also download my entire College Unit here for free to help you decide!

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Disclaimer: Please know that this set primarily consists of my PowerPoint Notes for the school year, and my daily agenda contains links to NGPF.org activities I use in class. The units that include additional assessments, research papers, activities, etc are listed above.