7x fully resourced money management lessons: 7x1hr PP, clips, worksheets, differentiated fully for MA,LA or Core. Covers every aspect of budgeting and money management as a complete introduction to personal finance. Designed to fit Ofsted criteria for’ Good’ or above.
Suitable for PSHE, Life Skills or PSD ASDAN.
Many more inexpensive and free resources at my shop: EC_Resources
Leave me a review and pick any other resource for free :)
20s5
Financial Education - Saving and managing money - Careers Lesson. Editable 22 slide PowerPoint Lesson, Lesson Assessment, Student Resources, Signposting to extra support services. Bonus Mindfulness Activity and much more.
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Learning Objectives
To define a variety of banking and financial key terms
To understand the importance of saving money and the different methods of storing it
To be able to identify the difference between essential and non- essential expenditure
Some Key Terms Covered
DEPOSIT BOX, BRANCH, DEBIT CARD, BANK ACCOUNT, NEEDS, WANTS, BUDGET, DEBT
** (Assessment) Objectives**
I understand the meanings of a wide range of financial key terms
I can evaluate different ways of storing money
I can explain the many advantages to having a bank account
Each Lesson Pack Contains:
☞ 1 Fully Editable PowerPoint (Learning Outcomes, Confidence Checkers, Assessment of Learning, Variety of Tasks, Video Embedded URL Clips, Engaging Premium Quality Slides, Extra Support Websites, Challenging & Thoughtful Questioning)
☞ Most lessons include a Worksheet
☞ Assessment Opportunity (Confidence Checker)
☞ Teacher Notes (On some slides)
⟴ Be Ofsted and DfE PSHE ready with our resources! Product Code: RSE/C8/LS/180
Why not check out some of our latest PSHE super bundles below:
Personal Finance as a young adult
Online Safety + Staying Safe
Y12 Survival Kit - Personal Safety
Y11 Survival Kit - Revision + Exam Stress
British Values Explored Bundle
PSHE - Debating Topical Issues
Society, Body Image + Peer Pressure
Finance Risk + Online Safety
New PSHE lesson, best suited to lower KS3. Students will explore wants and needs, saving and investing, as well as different types of savings accounts and their benefits, before beginning to investigate stocks and bonds at a basic level. They will also cover a basic explanation of interest and how banks work. Includes lesson plan.
There are a variety of tasks, from clips, bingo, analysis, role-play, case studies and more. Everything is editable and ready to go and I’ve tried to make a dry-ish subject as fun as possible.
This lesson is taken from the new 2026 EC Publishing Complete Primary Package, which can be found with a quick Google on the EC Publishing website.
Who are EC Resources?
EC Resources are the top TES PSHE providers and are a group of teachers who work together to create easy to use, high quality and editable lessons and units of work. We have created lessons for The Children’s Commissioner, The Bank of England, The British Legion, MACS Charity, Tes, LikeToBe Careers, the Criminal Cases Review Commission (UK Gov) and have also completed PSHE and Citizenship commissions for schools across the UK.
You can visit our website at EC Publishing for further discounts, complete school packages, everything you could need for PSHE, RE, Citizenship and much more, and can email us at info@ecpublishing.co.uk
Check out our PSHE Packages on Tes here:
Complete KS3 PSHE and RSE
Complete KS4 PSHE and RSE
Complete KS5 PSHE and RSE
One Year of Citizenship and British Values
Complete KS3 RE
Complete Careers and Employability
AQA Citizenship GCSE Mega Pack
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Teaching PSHE, RE or Citizenship GCSE next year? Why not join our Citizenship and PSHE teachers Facebook group, with 12,000 other teachers, for guidance, advice and resource sharing.
This resource is an assessment work book covering the learning objectives and assessment criteria of the unit.
It contains a range of activities designed to specifically meet assessment criteria as well as blank witness statements and space for photographic evidence. Each sheet has a handy ‘assessment for learning emoji’ for learners to self assess as well as a final sheet for learners/assessors to make comments and to plan next steps.
The resource was originally used in a SEND school Post 16 setting but it could equally be used with entry level learners in a range of different contexts.
It is in WORD format to allow for ease of adapting to individual settings.
The booklet was designed to ensure the ASDAN unit was achieved however ASDAN were not involved in its creation.
I hope that it saves you some valuable time.
Best wishes
The Entry Level Helper
Entrylevelhelper@gmail.com
A mini bundle of PSHE resources with a focus on money, budgeting, saving, paying with credit, credit scores, interpreting payslips and tax.
Created for the new statutory 2020/21 PSHE guidelines. Aimed at KS4 students, but could be adapted for KS5, or possibly higher ability KS3 students - all editable and differentiated.
This bundle includes the following lessons:
‘Saving money and budgeting’ where students recognise the importance of budgeting and how to track spending as well as using a budget template.
‘Paying your Way’ where student explore the benefits and risks involved in paying with credit and also find out what a credit score is.
‘Money and Work’ where students evaluate key considerations when choosing a job, interpret a payslip and find out about income tax and national insurance.
All lessons include: a 1-2 hour PowerPoint with clear lesson objectives, new key-term introductions and stimulating and relevant videos embedded.
The resource also includes an accompanying 20 page student workbook containing worksheets with differentiated activities, starter activities and clear measurable learning outcomes.
All lessons come with an accompanying lesson plan and are fully editable, engaging and very easy to follow.
This resource could be used as a post test project, as an end of year activity or during money week to teach about saving money for a purpose.
A PowerPoint, bank statement and tasks sheet is included. These are used to guide students through the process of identifying where an example person could be saving money by focusing on what she needs, shopping around for the best deals and buying less. Students then get chance to find a house using property websites to suit her budget. Pupils will need access to the internet.
Suitable for upper KS2 and above.
**Leave a positive review and I will send you a free lesson as a thank you. Just email Hannah at resourcestreet1@gmail.com **
Personally created money management Power Point tailored for SEN individuals. Money management can cause some confusion as to where money comes from, this power point is based upon individuals receiving a weekly allowance. Visual prompts included on the slides. Use this resource along side the budget sheet to embed money management.
This resource has been developed for ESOL learners in a FE college. It looks at banking, saving money, budgeting and credit. In every lesson I have used a video clip from the Bank of England site which gives learners a broader view of the world of banking.
A computer based worksheet, students use the hyperlinks to answer questions and particularly enjoy drawing up their own budget using excel we had one student who afte a year had a positive cash flow of £1,000 after birthday money of approx £500!!
NEW 2026 - One hour lesson introducing the concept of budgeting with all the templates needed for students to create a working budget plan. Students will first discover what budgeting, sources of income and outgoings are, before investigating why it’s important to budget and studying a sample budgeting plan from an average teenager. Finally they will create their own. Includes lesson plan.
This has been created to best suit KS3, but could easily be used with KS4 and is entirely editable. It covers the DfE and PSHE Association guidance for 2026 and will last you one hour.
Activities are scaffolded, there is a detailed and colourful PowerPoint, clip tasks, partnered tasks, active tasks, worksheets, literacy tasks, information pack, signposting to further help agencies and charities, clear outcomes and also progress measurers. Includes optional assessment sheet.
It is fully editable, engaging and very easy to follow. This lesson is taken from the new EC Publishing Complete PSHE Package, found at the EC Publishing website.
Check out the EC Publishing website for full, affordable PSHE, Citizenship and RE Packages for all year groups including the new 2024 Complete PSHE Package. You can contact us at info@ecpublishing.co.uk
Who are EC Resources?
EC Resources are the top TES PSHE providers and are a group of teachers who work together to create easy to use, high quality and editable lessons and units of work. We have created lessons for The Children’s Commissioner, The Bank of England, The British Legion, MACS Charity, Tes, LikeToBe Careers, the Criminal Cases Review Commission (UK Gov) and have also completed PSHE and Citizenship commissions for schools across the UK.
Check out our PSHE Packages on Tes here:
Complete KS3 PSHE and RSE
Complete KS4 PSHE and RSE
Complete KS5 PSHE and RSE
One Year of Citizenship and British Values
Complete KS3 RE
Complete Careers and Employability
AQA Citizenship GCSE Mega Pack
xxcr
Teaching PSHE, RE or Citizenship GCSE next year? Why not join our Citizenship and PSHE teachers Facebook group, with 12,000 other teachers, for guidance, advice and resource sharing.
Financial Capability resources: 1 hour PowerPoint, clips, worksheets, differentiated fully KS3/4. Complete 1 hour lesson with differentiated worksheets, suitable for KS3/4 easily adapted for either.
Find more lessons on everything from RSE, misogyny, masculinity and Andrew Tate to jobs, consent, stereotyping, employment and careers, dating, love, drugs, alcohol, vaping, sleep, mental health and wellbeing, extremism, pornography, gender and transgender prejudice, racism, British Values, living in the wider world, sexual health, equality and diversity, STIs, contraception, sex and relationships and much more at the EC Publishing website.
Many more inexpensive and free resources at my shop: EC_Resources<
Leave me a review and pick any other resource for free :)
Secondary Financial Literacy Escape Room - Virtual Escape Room run through PowerPoint by Cre8tive Resources! This lasts an hour or under depending on how quick the teams can solve each puzzle! Students love this style of lesson, great as an educational treat for your middle school or even high school class. Will your students be able to escape before time runs out?
The escape room puzzles content will be tailored to the topic of this escape room.
Escape Room Product Contents:
☞ Escape Room Interactive Tracker PowerPoint - Keeps the competitive nature on display
☞ Escape Room Puzzle Keys (Six Sets for Six Teams)
☞ Escape Room Team sheet - Record codes, answers clues as they progress through the 7 rooms
☞ Escape Room Puzzles (7 Rooms = 7 Different styles of Puzzles involving numeracy, literacy and lateral thinking)
☞ Bonus Riddles with every puzzle.
☞ Teacher Answer Sheet - Quickly confirm to teams they have solved the puzzle correctly
☞ Teacher instructions of how to set up the escape room and what to print and top tips and shortcuts.
☞ Successful Escape Certificates for those that complete the entire challenge (There is a difficult bonus escape too :) for any quick teams
✿ The 7 Rooms include: The Classroom, The Fair, The Interview, The Website, Job Interview, Boss’s Office, and the Extra Secret Escape Room location. It is suitable for Middle School and High School students.
JUST PRINT AND GO!
They can also be used to encourage a flipped learning environment.
Financial Literacy
This is a pack of worksheets and a presentation built around the Irish L2LP Junior Cycle Numeracy Outcomes for Managing Money. It contains resources for A1, A3, A4 and A6. It could also be of use in the UK ASDAN curriculum - however please note resources are in EUROS.
This resource is an assessment work book covering the learning objectives and assessment criteria of the unit.
It contains a range of activities designed to specifically meet assessment criteria as well as blank witness statements and space for photographic evidence. Each sheet has a handy ‘assessment for learning emoji for learners to self assess as well as a final sheet for learners/assessors to make comments and to plan next steps.
The resource was originally used in a SEND school Post 16 setting but it could equally be used with entry level learners in a range of different contexts.
It is in WORD format to allow for ease of adapting to individual settings.
The booklet was designed to ensure the ASDAN unit was achieved however ASDAN were not involved in its creation.
I hope that it saves you some valuable time.
Best wishes
The Entry Level Helper
Entrylevelhelper@gmail.com
Borrowing Money and Debt Careers Lesson- Careers Education and CDI Framework. 1-2 hour Lesson. Part of the Cre8tive Careers KS5 Resources for Sixth Formers or Year 11 Students on personal finance. Editable 23 slide PowerPoint Lesson, Lesson Assessment, Student Resources, Signposting to extra support services.
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Learning Objectives
To understand that planned and unplanned borrowing are different types of debt and that I have responsibility to check credit/debt arrangements I may enter into.
To understand the benefits and risks of borrowing money.
Will be able to work out the cost of different personal loans based on fixed rates on interest
Some Key Terms Covered
Debt, Variable interest, Fixed interest, Loan Shark, Payday Loans, APR, Income, Expenditure, Savings
Careers (Assessment) Objectives
I understand the difference between income and expenditure
I can evaluate the value for money on different loans by comparing APR rates
I can explain the dangers of loan sharks and Pay day Loan companies
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Each Lesson Pack Contains:
☞ 1 Fully Editable PowerPoint (Learning Outcomes, Confidence Checkers, Assessment of Learning, Variety of Tasks, Video Embedded URL Clips, Engaging Premium Quality Slides, Extra Support Websites, Challenging & Thoughtful Questioning)
☞ Most lessons include a Worksheet
☞ Assessment Opportunity (Confidence Checker)
☞ Teacher Notes (On some slides)
☞ Mapped against the Careers Development Index (CDI) and Gatsby Benchmarks
⟴ PSHE Association Theme: Living in Wider World
❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀❀
⇨ KS4 Relationships and Sex Education Unit
⇨ Y11 Staying Safe (Parties, Online and Drugs) Unit Bundle
⇨ KS4 Drugs Education Unit Bundle
⇨ Women’s Health Unit in Unit Bundle
⇨ Contraception and STI Unit Y9’s Bundle
⇨ Law Crime and Society Unit Bundle
⇨ Extremism + Radicalisation + Terrorism Unit Bundle
⇨ An introduction to Politics for KS3 Students
This 11 page workbook holds around 30 hours of guided learning
Based on the ASDAN unit - managing own money.
Criteria covered is:
Make a list of your regular income and expenditure
Research the different current accounts, savings accounts and personal loans available from at least three different organisations and produce a leaflet on their current account and savings account
Identify the most suitable option for you in each of the following situations
*State at least 6 different methods of paying for goods
Show that you know how to purchase a variety of items (at least two) using different methods of payment
A workbook created for students aged 14 and over in an alternative provision setting.
Covers sources of income, expenditure, financial transactions and there purpose, payment methods, pay slips and a case study on budgeting.
Money talk/ Debt/ Credit/ Managing money/ Jargon/ Assembly idea/ Secondary Whole school
Do your students really understand credit and debt?
This 10-15 minute assembly is designed to educate students about money management and the dangers surrounding debt. It gets students to think about the Mathematics behind money.
It covers Loans, Payday loans, Credit cards and Overdraft as well as trying to do some ‘jargon busting’.
This assembly is not designed to scare students, it is designed to teach them what to be aware of and what traps to avoid.
The pack contains:
Powerpoint with notes and Maths (pre worked out)
A ‘how to use’ document contains synopsis, help with delivery and customisation ideas.
Thanks for looking