For people like teachers, youth group leaders, mentors, local authorities, charities, job centre staff, and parents or carers
Work with a group or a class
Coach an adult
Tools, tips and activities to help your family
Resources for educators
Time to complete
Download the full lesson plan pack including all related resources
Samir’s birthday budget challenge is a fun story-based interactive activity that gets pupils to follow Samir as he spends his birthday budget, keeping an eye out for clues along the way to solve the mystery of the missing money. The activity encourages children in P4-7 or KS2 or Years 3-6 to explore key financial skills and teaches them about money.
There are four more LifeSkills financial literacy lesson plans for this age group, which can be used for follow-on sessions, each containing short interactive activities. The topics build on and further explore those covered in Samir’s birthday budget challenge and provide pupils the opportunity to put their financial literacy skills into practice through group activities whilst also developing the core transferable skills of communication and creativity. The whole suite of resources has been awarded the Young Money Quality Mark.
The activity follows Samir, accompanied by his two friends, throughout the day planning and spending the money he has received for his birthday and saved up from doing chores. The trio encounter a variety of money scenarios such as budgeting, saving money, making a purchase, contactless payments and mobile banking. Your pupils will need to keep an eye on how Samir spends his money and pay close attention to the details in the images to help them solve the mystery of missing money.
The activity requires access to a screen and can be completed in the classroom or remotely.
By the end of the lesson pupils will be able to:
Help your pupils put their budgeting skills into practice with this BBC Teach Super Movers video, which helps young people understand the arithmetic needed to calculate change with a catchy song.
If you want to increase your own confidence to teach young people about money, Young Money provide free e-learning training to teachers across Primary and Secondary education. In addition, National Numeracy has a free website which helps you practise and refresh your everyday maths skills.
Help us to continue creating relevant content for you by leaving some additional feedback.
Thank you for letting us know what you thought of .
Teach KS2 and P4-7 students about budgeting and banking vocabulary with this game and lesson plan, which can be used in class or remotely.
Teach KS2 and P4-7 students about the history of money and various payment types with this interactive activity and lesson, use it in class or remotely.
Teach KS2 and P4-7 students about making the most of their money with this interactive activity and lesson plan from LifeSkills, which can be used in class or remotely.