Module 2 – Financial Planning and Budgeting
Adult life brings many opportunities but keeping track of your finances can be a challenge, this module focuses on how to build a budget and stick to it.
Lesson 3 – Budgeting
Living independently can be a lot of fun but it’s essential to be on top of your finances. This session helps to build an understanding of budgeting and the importance of building up an emergency fund.
- Lesson plan (PDF, 849KB)
- Knowledge builder video
- PowerPoint (PowerPoint, 23,181KB)
- Worksheet (PDF, 1163KB)
- Stretch challenge (PDF, 1316KB)
Lesson 4 – Financial Planning
When it comes to money it’s tempting to live in ‘today’, to have it all now. This lesson navigates the world of financial planning and why it’s important to protect your budget from life events outside of our control.
Lesson 4 will be delivered by HSBC's Financial Education Team. Dates for HSBC to do this can be included on the booking form.
- Lesson plan (PDF, 904KB)
- PowerPoint (PowerPoint, 5176KB)
- Worksheet (PDF, 1328KB)
- Stretch challenge (PDF, 1706KB)
Assessment form
Feedback will be provided to each pupil and school.