Personal Money Management: Activities and Resources for Teachers

Personal Budgeting and Finance

"Your Money, Your Life, Your Way" is a comprehensive online guide to financial literacy, money management and financial security for use with students at the Intermediate level. This resource contains an interactive money style quiz, information about money myths and reality checks along with a how-to guide to saving. The Ontario School Counselors' Association, in partnership with the Ontario Women's Directorate and the Hastings and Prince Edward District School Board, have also developed a teacher's guide to accompany this resource that directly correlates with the courses in Family Studies, Math, Business, Cooperative Education, and Guidance. The resources can be used online in a computer lab or printed off for use in the classroom.

Your Money, Your Life, Your Way
http://www.citizenship.gov.on.ca/owd/english/publications/ymylyw/index.html

Teachers' Resource - pdf format
http://www.osca.ca/yourmoney.htm

Setting Personal Financial Goals

One of the most important financial skills you can teach students is how to plan and keep track of their personal income and expenditures. The Investor Education Fund website provides an Investment Planning worksheet that is very useful to support learning in this area. Visit the Teachers' Corner for further information.

Investment Planning Worksheet
http://www.investored.ca/en/library/csa/InvestmentPlanningWorksheet.doc

Additional Resources

Personality Profile - A good way to begin the goal exploration activity and investor personality profile is to analyze your own personal goals and discover your own investor personality. The Canadian Bankers' Association at www.yourmoney.cba.ca has a series of quizzes and interactive activities to get you started thinking about goals.

The following sites are specific locations within the Canadian Bankers' Association web site:

Pop Quiz - This is an interesting quiz to see what you already know about money.
www.yourmoney.cba.ca/eng/tsamprogram/pop_quiz/pop2.htm

Personal Profiler - This will test your money management skills.
www.yourmoney.cba.ca/eng/tsamprogram/know_yourself/knowthyself.cfm

Setting Goals - This site will help you identify your goals.
www.yourmoney.cba.ca/eng/tsamprogram/know_yourself/setyourgoals.cfm

Budget Check - This site will help you find out where your money is going.
www.yourmoney.cba.ca/eng/tsamprogram/budget/budgetrealitycheck.cfm

Reality Check - These are quizzes to help you determine the cost of education, the cost of becoming an entrepreneur, or leaving home and working.
www.yourmoney.cba.ca/eng/tsamprogram/planning_future/index.htm

Check Your Investment Knowledge

How much do you really know about investing? Take this quiz to discover your strengths and possible areas for improvement.
www.investored.ca/en/interactive/quiz_investment_knowledge.htm

What's Your Investing Safety IQ?

Do you know where to put your money if you want to keep it safe? Test your safety IQ with this short quiz.
www.investored.ca/en/interactive/quiz_investing_safety.htm

Setting Personal Financial Goals
http://www.yourmoney.cba.ca/eng/tsamprogram/planning_future/index.htm