Level 3 Managing Personal Finances

This is an introduction to Managing Personal Finances for teenagers and adults with special educational needs. It is a full course and includes student worksheets, teaching slides, templates and documents.
The resource is intended to introduce students to managing money in their everyday lives, including:

• All about money
• Minding your money
• Financial view

Topics include:

• Personal financial experiences
• Spending diary
• Common financial documents
• Needs vs wants
• Budgeting
• Saving and borrowing money
• Employment
• Financial difficulties
• Gambling

These worksheets are designed to cover the following learning outcomes:
1 Discuss personal and cultural values surrounding money
2 Explain a personal budget to include income and expenditure
3 Identify basic tax and social welfare deductions on a payslip
4 Distinguish between current financial needs and future spending
5 Identify common social welfare entitlements
6 Describe ways of managing payments,
7 Give examples of the agencies that provide support during financial difficulty
8 Demonstrate knowledge of consumer rights and the available mechanisms to exercise them
9 Prepare a weekly spending plan
10 Identify ways of saving money
11 Prepare a savings plan
12 Describe the economic and social environment and its impact on personal finances
13 Compare a limited range of savings and borrowing products from financial institutions
14 Compare personal financial experience and habits with those of dependents, partners, family and friends.

Can this resource be used online?
Yes, it is a digital resource. If you have purchased this resource and would like to use it for online teaching, you have permission to do so. A fillable and printable version is included. Students can type in their answers online, or worksheets can be printed. Teachers can also use the resources for whole-class teaching using a projector or interactive whiteboard.

What is included?
All components are available in the zipped folder, i.e. student worksheets, teaching slides, templates and documents.

Student Worksheets: 168 Pages
Teaching Slides: 142 Slides