Case studies
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1. Case Study No. 19: Developing financial capability and promoting inclusion
At Oakwood School, for pupils with moderate learning difficulties, the teacher was initially unconvinced that she would be able to handle some of the financial issues with her class, who had a wide range of learning needs. After some exploratory discussions it was decided that they might be able to focus on the number handling and communication elements of their ASDAN (Award Scheme – Development and Accreditation Network) course.
- Age range
- 14 - 16 |
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2. Case Study No. 2: Nappies: Examining the impact of our spending
Personal finance education involves exploring the wider implications of our spending decisions: the implications for individuals, families, the wider local, national and global community and the environment. The teachers involved in the development of this work made full use of the professional development support available through pfeg’s Excellence and Access project in order to build their confidence in delivering this aspect of personal finance education.
- Age range
- 11 - 14 |
- Format
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3. Case Study No. 48: Building financial skills and confidence in young parents: Young Mums' Unit, Bolton
This case study (3 pages) describes the work done at Bolton Young Mum’s Unit to build financial skills and confidence in young parents at Key Stage 4 and how it has enabled them to deal more effectively with the financial issues directly relevant to their lives.
- Age range
- 14 - 16 |
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4. Case Study No. 21: Money matters: a case study in financial capability
This short case study (4 pages) describes how a Pupil Referral Unit, using the context of personal finance education was able to, in the words of the teacher involved ‘stimulate and engage even the most 'switched off' student’. This was done by developing a module of work based on the students’ stated needs, and involving financial organisations and advice services working in the community.
- Age range
- 14 - 16 |
- Format
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5. Case Study No. 39: Risk and the future: The stock market as an element in personal finance education curriculm, Durrington High School, Worthing, West Sussex
This case study (4 pages) describes in detail how Durrington have taken a more difficult area of personal finance and encouraged students in Year 10 to think about the issues and what it might mean for them.
- Age range
- 14 - 19 |
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6. Case Study No. 49: Developing financial capability through community involvement, Beech Hill School, Mansfield, Nottinghamshire
This case study, (13 pages) describes how they went about their planning and includes resources the school developed to support the learning.
- Age range
- 14 - 16 |
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7. Case Study No. 51: Planning a personal finance enrichment day at St George's Church of England School, Maidstone
This case study, (22 pages) describes how one school planned for a personal finance day as part of their enrichment programme. It describes the planning that goes into such a day to ensure that it is relevant and motivating for students and linked to the rest of the curriculum.
- Age range
- 14 - 16 |
- Format
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8. Case Study No. 32: Year 7 personal finance day - A study in continual professional development and teacher training: Personal finance education at Aylsham High School, Norfolk
Aylsham was one of the first schools to be involved in the pfeg Excellence and Access project. The school made full use of the professional development support available through pfeg’s Excellence and Access project in order to build their confidence in delivering personal finance education. The pfe activities have been co-ordinated by the Deputy Headteacher who has been encouraging the development of a whole school approach to personal finance education.
- Age range
- 11 - 14 |
- Format
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9. Case Study No. 30: A module in financial capability, Farnley Park High School, Leeds
Farnley Park made full use of the professional development support available through pfeg’s Excellence and Access project to build their confidence in delivering personal finance education, and to develop detailed schemes of work for Year 7.
- Age range
- 11 - 14 |
- Format
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10. Case Study No. 18: Developing personal finance education (pfe) in maths, ICT and geography. A cross curricular approach to pfe
This case study describes the evolution of personal financial education within the school, and provides the reader with insight into the ways it is possible to develop financial capability within the curriculum The case study also contains access to resources developed by the school and now available via their own website.
- Age range
- 11 - 16 |
- Format
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