Financial Plans Year 5 Maths Unit
Financial Plans Year 5 Maths Unit
Financial Plans Year 5 gives teachers a coherent, real-world sequence for building financial literacy through Year 5 number skills. Students organise income, expenses, savings and balances; calculate itemised decimal-money totals; compare equivalent coin values; estimate and round prices; apply cash rounding; check a plan against a fixed budget; and revise choices using numerical evidence.
The teaching sequence begins with familiar cinema and aquarium contexts, develops calculation and estimation strategies through coin and catalogue tasks, and culminates in a Royal Show budget challenge and Community Festival assessment. The editable PowerPoint presentation and quiz support explicit instruction and review, while the Unit Plan PDF provides classroom displays, printable games, substantial worksheet practice, matching answers, assessment and a rubric.
What's Included
• 28-page Unit Plan PDF
• 34-slide editable teaching presentation
• 22-slide editable quiz with 10 question-and-answer pairs
• Financial Plan Cycle display
• Money Maths Vocabulary display
• Budget Decisions game board and cards
• Round, Save or Spend game board and cards
• Cinema Budget worksheet — two student pages and two answer pages
• Aquarium Cost Explorer worksheet and answer page
• Money Fraction Wall worksheet and answer page
• Coin Trader worksheet and answer page
• Catalogue Cruncher worksheet — two student pages and two answer pages
• Royal Show Budget Challenge — two activity pages
• Community Festival Financial Plan assessment — two student pages and two answer pages
• Financial Planning rubric
• 84-page combined watermarked Preview PDF
Learning Focus
• Plan for a financial goal using income, expenses and savings
• Calculate quantities, unit prices, section totals and balances
• Add decimal money accurately and check results with estimation
• Represent one dollar with equivalent coin combinations and fractions
• Round prices to the nearest dollar and cash totals to the nearest 5 cents
• Compare alternatives, revise over-budget choices and justify decisions
Classroom Use
Use for explicit whole-class lessons, guided maths groups, independent worksheet practice, maths rotations, collaborative games, project-based learning, revision and summative assessment.
Formats, Page Counts and Answers
PDF and editable PowerPoint files. The Unit Plan has 28 pages, the presentation has 34 slides and the quiz has 22 slides. The combined Preview has 84 pages. Matching answers are included for all applicable worksheet and assessment pages, and quiz answers appear on dedicated slides.
Digital Product and Licence
Digital download only; no physical product is supplied. Licensed for single-classroom use by the purchasing teacher. Files may not be shared, resold or redistributed.