Location:     England      Scotland      Northern Ireland        Enlarge TextSelect to enlarge text
Teachers Media School Leadership Resource providers Supporters Parents & young people Government View Entire Site
Curriculum links
Teaching resources for financial capability within enterprise
The resources listed below are suggested to help students to develop financial capability within enterprise education. The financial focus of the resources varies: some develop personal finance whilst others consider business finance or the financial skills and knowledge needed to set up a small business.

The resources are identified in 3 ways:
  • some resources will contribute to a knowledge base through which the students will gain an understanding of enterprise, financial capability and the world of business;
  • others will encourage the students to take an active part in developing their own enterprise skills and financial acumen;
  • some of the resources will do both, providing a rich experience of both knowledge and practical activities.

If you are an organisation that publishes enterprise resources that include financial capability please let pfeg know. We are happy to review resources in terms of their financial capability content and, where possible, to include them on our listing of resources. Please contact us at anna.dening@pfeg.org or 020 7330 9487.
Go back to the main enterprise page.
Quality Mark resources for use in enterprise education Enterprise resources covering financial capability

Total results: 27 Key:   Quality Marked ResourceQuality Mark   Free Resource Free Resource.
Adding up to a Lifetime
This is a multimedia resource comprising a CD-ROM and teachers' handbook covering aspects of financial literacy by following four characters through different stages of life. The resource contains over 25 hours of activities.

Quality Marked ResourceFree Resource  Format: CD-ROM, Booklet
Colossal Cards
A set of large cards supported by teacher led activities to teach the wide range of ways in which money can be represented (credit cards, cheques, season tickets, stamps and many others) offering pupils opportunities to investigate in detail. Now available with adult learning support notes that may be of use to special needs.

Quality Marked Resource  Cost: £17.63 including VAT plus £2.95 p&p.   
Developing financial capability through mathematics and PSHE: A Key Stage 3 Resource
This set of materials emerged from a stated need among many mathematics teachers to have a wider range of mathematics rich resources to help them to contribute to learning in financial capability. With the backing of the Department for Education and Skills, pfeg has been able to explore different ways of teaching mathematics to enable young people to see more clearly the everyday relevance of the subject.

Quality Marked ResourceFree Resource  Format: Downloadable resource, CD-ROM
DoughUK
A personal finance website designed to help young people aged 14 to 24 develop their knowledge, skills and understanding about personal finance.

Quality Marked ResourceFree Resource  Cost: Free access to website and free download of pdf version.   Format: Website, Booklet
Economic Citizenship
Shows how to prepare budget, outlines loans, and how to compare between offers. Teachers' notes and pupils' worksheets on buying a car and credit rating.

Quality Marked ResourceFree Resource  Cost: Free copies sent to all secondary schools. No longer available as a hard copy - please download from the link above.  Format: Paper
Getting Credit: A beginner's guide
This CD-ROM has been designed as a flexible resource for use with anyone from Key Stage 4 upwards. The resources and activities take users on a ‘credit journey’ to explore what credit is, applying for credit, the role of the credit reference agencies in this process, and getting the best credit deals. Getting Credit: A beginner's guide aims to help learners make sense of credit and teach the importance of keeping your identity secure.

Quality Marked ResourceFree Resource  Format: Downloadable resource, CD-ROM
Key Skills in Context, Edition 3
The material is presented as three separate themes, each containg a series of tasks. The first , sponsored by Prudential is aimed at establishing a working knowledge of investment: as an investment against an uncertain future, and as an investment in the future through planning for higher education and training. The relevant personal finance project is called “Planning for the Future”. It considers three areas: risk and return funding my education independence as a young adult. Website with links and printed resource. Price Waterhouse Coopers’ project has as its theme Ethical Business Practice and considers three areas: the need for Ethical Business Practice, Stakeholders and Corporate Social Responsibility and Money for a Good Cause (fundraising). Whitbread’s projects are focused on Leisure with two containing elements of personal and business finance: The role of Leisure and Tourism in the UK Economy and The effect of Leisure and Tourism on Employment Opportunities

Quality Marked ResourceFree Resource  Format: Website
Lifeskills - Traveller's Cheque
A financial education game, which allows the user to ‘earn’ money by answering questions on aspects of finance, which are taught in the game. The object of the game is to choose and pay for a holiday abroad, go shopping, get foreign currency, catch the flight and reach the planned destination.

Quality Marked Resource  Cost: £39.99 excluding VAT  
Made of Money
A print and video/DVD pack from the Bank of England looking at what the economy is, how it works and how it stays on track. The pack contains information and activity cards alongside the film, which draws on the real-life situations of teenagers to illustrate the economic themes.

Quality Marked ResourceFree Resource  Format: Factsheet, Booklet, Video, DVD
Make Money Make Sense
A website which provides information and activities on a wide range of financial topics. Also provided are lesson plans for teachers and worksheets and quizzes for pupils. The website aims to develop pupils' awareness of personal finance, and the implications and responsibilities associated with money. PowerPoint presentations are used to present the main information and these also have narration.

Quality Marked ResourceFree Resource  Format: Website
Make the most of it!
A very comprehensive package containing clear background notes for teachers on all the themes covered. Worth the Risk? Avoid becoming a credit risk… But I am still at school! Think about your future… Buying On-line Understanding e-commerce… Covered for Life? A look at insurance… But is it fair? Why your investments matter… Financial topics include credit, pensions, ethical investment, insurance and e-commerce. Its main audience is teachers of PSHE & Citizenship, but teachers of other subjects will find it useful, notably Enterprise education, business studies, maths, ICT and GNVQ.

Quality Marked ResourceFree Resource  Format: Downloadable resource, CD-ROM
Money Matters
Online interactive resource targeting budgeting through the provision of personal finance information, practical exercises, role play and lesson plans. Contains a glossary of terms, parents’ page and teacher materials, as well as online activities for students.

Quality Marked ResourceFree Resource  Format: Website
Money Money Money
A comprehensive guide to the influence money has on life and an introduction to managing and understanding its impact. Primarily designed as a consumer awareness publication, Money Money Money is ideal for teenagers, parents, financial advisers and a resource to support teachers in schools.

Quality Marked ResourceFree Resource  Cost: One free copy for every school through their website above. Otherwise £14.50 available at www.amazon.co.uk   Format: Book, Website
moneychoices
Moneychoices is designed for young people aged 14 to 17, including recent school leavers who may be enrolled at college, on a work-based learning programme or simply wondering what to do next. The resource will also be relevant to many young people up to the age of 25.

Quality Marked ResourceFree Resource  Format: Downloadable resource
Money-go-round for schools
A multimedia resource to promote the learning of money management. Money go round for schools is a new CD ROM developed by the Basic Skills Agency that teachers can use to help students improve their skills in managing their money.

Quality Marked Resource  Cost: £10.00 plus VAT. Post and packaging £1.50  
MoneySense - Bank on it
This module introduces pupils to the purpose of banks and the range of services they provide. The activities give pupils the opportunity to learn how to use financial products and select the most appropriate ones to help manage their personal finances. The resource also provides an introduction to personal budgeting and the implications of financial decisions.

Quality Marked ResourceFree Resource  Format: Website, Booklet
MoneySense - Credit Worthy? Handbook
A handbook incorporating materials to help students simulate bankers and lenders offering different interest rates and terms, while others role-play consumers in a variety of situations. Everything needed to implement the activities is provided.

Quality Marked ResourceFree Resource  Format: Booklet, Website
MoneySense - Venture Handbook
This paper based resource is a simulation where students work in small groups and take on the role of tour operators tendering for a contract. The resource contains briefing notes, explanations of terms, suggestions for differentiation and offers students the opportunity to deploy enterprise and key skills, negotiate prices, consider risk assessment, opportunity cost and to develop some sense of components of a successful trip such as insurance and travel tax. Students can also be encouraged to consider personal financial accountability and the impact of global finances on their lives.

Quality Marked ResourceFree Resource  Format: Paper
MoneySense - We're in business
This module requires students to work in small groups, each with clearly defined roles and responsibilities focussed on setting up a business. Each of these roles provides the opportunity for the exploration of financial concepts and scenarios.

Quality Marked ResourceFree Resource  Format: Booklet, Website
MoneySkills
MoneySkills is a financial capability resource aimed at vulnerable and excluded young people, including those who are unemployed, disengaged from learning, leaving care or homeless. The core target audience is 16 to 19 year olds, but it will also be relevant to many young people up to the age of 25.

Quality Marked ResourceFree Resource  Format: Downloadable resource
Risk and Reward
This interactive CD-ROM supports the development of financial capability in enterprise education. It gives young people the opportunity to take on a real business challenge, using an events management scenario, and encourages them to think through the financial risks they encounter along the way.

Quality Marked ResourceFree Resource  
Serious Money
A two booklet pack looking at the skills of dealing with money in a modern society. The Serious Money booklet contains a wealth of information aimed at young people about to leave school and who have a range of decisions to make about their futures. The teacher’s resource pack contains lesson plans, activity sheets and information on the investigation and understanding of the proper use of money and credit.

Quality Marked ResourceFree Resource  Cost: Free, subject to availability  Format: Booklet
Shares4Schools
A website, Shares4Schools, which gives Year 12 students the opportunity to develop analytical, team-working and business skills by competing in a stock market competition in a real funding situation

Quality Marked Resource  Cost: School has to arrange sponsorship to the value of £750  Format: Website
Stock Market Challenge
This multi media resource simulates the experience of a live stock market trading floor. It is a highly interactive, multi sensory and multi media activity which enables students to better understand the processes of the stock market, whilst developing their financial capability and enterprise skills.

Quality Marked Resource  Cost: £500 plus VAT for an unlimited use single site licence  Format: CD-ROM
Switched On
This multimedia resource aims to equip students with essential consumer and financial skills using utilities as the context. This resource allows students to research and evaluate real information to choose a gas and electricity supplier, learning a range of highly transferable skills.

Quality Marked ResourceFree Resource  Format: CD-ROM
Talk Money Talk Maths
Talk Money, Talk Maths is a paper based resource that includes two CD ROMs. The first of these CDs contains all the PowerPoint presentations, spreadsheets and Word documents to use and adapt the resource to suit individual needs. The topics covered on this CD and the accompanying booklet are mobile phones, school visits, banking and using computers for financial calculations and records.
The second CD ROM is Facing up 2 Finance, a previously released CD that is also pfeg quality marked. Facing Up 2 Finance is an interactive CD ROM that was produced for young people aged 14-16 and could be used in Mathematics, Business Education or PSE. The interactive scenarios provided in the Facing Up 2 Finance CD ROM enables students to make their own financial decisions and thereby demonstrate their understanding of particular financial concepts.


Quality Marked Resource  Cost: £29.99 plus VAT
Free to download paper version  Format: Booklet, Downloadable resource, CD-ROM
Tax Talking
A pack designed to help teachers covering the topic of taxation within academic, vocational and pastoral programmes.

Quality Marked ResourceFree Resource  Cost: Free to download  
Total results: 27

Go back to the main enterprise page.
pfeg is a company limited by guarantee number 3943766, registered charity number 1081639.