Travis R. Martin, CPA

In this post, I thought I would offer a few of the PowerPoint slides I use to lead classroom discussions on stocks, as well as a few of the worksheets I use

Students research and apply their knowledge of mutual funds by creating their own fund. They then “sell” their fund to the class in a PowerPoint presentation.

As a starting point for my unit on investing, I like to emphasize the importance of having the right expectations when making an investment

In this activity, students combine their knowledge of bank accounts with online research to produce a sales presentation for a bank of their choice.

This lesson guides students through the basics of checking and savings accounts.

Lesson covering the concepts of simple interest, compound growth, and the Rule of 72. It revolves around a PowerPoint discussion that provides the basics, as well as some eye-opening examples of how the concepts can be applied in real life.

You can demonstrate the power of anchoring to your classes using this in-class activity, which comes directly from the book Predictably Irrational.

This budgeting lesson consists of a PowerPoint discussion, two activities, and a budgeting project – suitable for 9-12 grades.

This unit teaches students the basics of consumer rip-offs using interactive activities that demonstrate real-life scams.

We have all been there at some point. You receive a bill in the mail that just isn’t right. Or maybe you purchased a product and were less than satisfied. Knowing how to handle these situations is part of being a smart consumer. In this activity, students will learn the process for filing a complaint.