Financial Road Map

Financial Road Map

Free materials include a Powerpoint classroom presentation, instructor notes and student worksheet

This activity is designed specifically for a classroom setting and it will help students gain the skills needed to navigate future financial situations in a successful manner.

Students are assigned a job, a spouse and monthly wages. Each slide requires students to add a line item to their spending plan, i.e. budget worksheet. Some financial options are determined by the number and suit that is on the card distributed before the activity. 

While others require students to select an option that best fits their budget and family size, such as living arrangements, transportation, utilities, clothing, and luxury items. Students will also be provided with a credit score, which will be used to determine their loan payments.

At the end of the activity, students have an opportunity to review their financial status and make two changes, in an attempt to improve their financial situation.

The activity should be lead by an instructor, slide by slide, so participants can hear and respond to the instructions that accompany each slide. Materials needed include a computer, projector, a deck of cards, and copies of the spending plan worksheet.

Download the materials (Right-click on link and select "Save As")

Materials are available to credit unions at no charge. Please contact us for access.

Powepoint Presentation (Includes instructor notes with each slide)
Game Worksheet in Word Format
Game Worksheet in PDF Format


Get involved! makes it simple for you to educate kids and teens about financial matters. Using our custom Toolkit, you can lead lessons right out of the box. Take these lessons into your local schools, youth centers, or host your own class.


More Resources....

  1. Reality Fair Home Page  (Contact us for a password)
  2. FoolProof Curriculum for Credit Unions
  3. Log In for access to web banners, logos, and online toolkit   (Contact us for a password)
  4. Toolkit  (Contact us for a password)
  5. Downloads  (Contact us for a password)
  6. Learn about the Ohio Credit Union League
  7. More helpful money websites


Partner with a School

Credit unions exist to improve their members' lives with financial services. In step with their motto of "People Helping People", credit unions across Ohio provide volunteers to visit classrooms and teach financial lessons using the Education Toolkit.

For more information on partnering with a school near you, visit the partner page or contact Kim Stewart at the Ohio Credit Union League via email or at 1-800-486-2917.

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A Quarter has 119 grooves on its edge, one more than a dime.

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A nickel is the only U.S. coin that is called by its metal content, even though it is only 25 percent nickel (the rest is copper).