Financial Literacy: Financial Planning

CAD 19.00

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Schoolio Math Financial Literacy: Financial Planning (60 Pages)

Rating: ⭐⭐⭐⭐⭐

✅ Future-Forward Learning ✅10 Lesson Topics

✅ 60 pages ✅ Step-By-Step Instruction

✅ Full colour worksheets ✅ Suitable for students at a 7-8 grade level

Please note: This product is digital. To have your books printed and shipped to you, please select the ‘Print and Ship’ add on before purchase.

This Grade 7/8 Mathematics unit is part of the Schoolio Financial Literacy library and focuses on Financial Planning. Your learner will engage with detailed financial advice and concrete, real-world scenarios and activities. A solid foundation in financial literacy is imperative for a successful future, and middle-school aged students are ready to be introduced to these concepts and understandings. Improve their financial literacy as well as practice and solidify the mathematical concepts used most often in adulthood.

Our curriculum caters to homeschoolers, classroom teachers, virtual learning support, and tutoring support.

In this 60-page unit, your learner will study the following topics:

  • What is Financial Planning?
  • Financial Strengths & Weaknesses
  • Setting Financial Goals
  • Earning and Expenses
  • Don’t Forget About Taxes
  • Budgets
  • Wants and Needs
  • Budget Pitfalls and Barriers to Success
  • Sort Out and Manage a Given Budget
  • Create a Fantasy Household Budget

As is the case with all of our units, this unit includes daily lessons, each with exercises or activities to solidify comprehension, plus answer keys.


What our customers say:

Elizabeth Margaret

I couldn't be happier with Schoolio's grade 2 curriculum. The material is easy to use, fun, and engaging. I love how the lessons are open and go, and can really be done anywhere!

Elizabeth M.

Angela Bouzetos

We love Schoolio! The curriculum is so easy to follow. My kids like that they can set their own pace and don’t feel overwhelmed. And most of all, the support from Schoolio is amazing!

Angela B.


I have been using Schoolio for grades 4 and 5 and it's been great. I took part in a 'consultation' meeting and learned a lot about their program, which gave me a lot of confidence.

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