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Credit Savvy: Understanding Loans

Timothy Sinclair

Tier 1

Lesson Plan

Credit Savvy: Understanding Loans

Learn about credit scores and loans

This lesson educates 11th-grade students about credit scores and loans through engaging case studies and simulations. Students will learn the importance of maintaining a good credit score and the implications of borrowing responsibly. This lesson is crucial as it equips students with financial literacy skills that are essential for their future financial well-being.

Audience

11th Grade Students

Time

1 hour

Approach

Learn about credit scores and loans

Materials

Case Study Handout, Loan Simulation Worksheet, Discussion Questions, and Pens and Paper

Step 1

Introduction to Credit Scores

10 mins

  • Begin with a brief discussion on what credit scores are and why they are important.
  • Ask students if they have heard of credit scores and what they know about them.
  • Explain the factors that affect credit scores, such as payment history and credit utilization.

Step 2

Case Study Analysis

15 mins

  • Distribute the Case Study Handout to students.
  • Divide students into small groups and assign each group a case study.
  • Instruct groups to read and discuss their case study, focusing on the credit score implications.
  • Have each group present their findings to the class.

Step 3

Loan Simulation Activity

20 mins

  • Hand out the Loan Simulation Worksheet.
  • Explain the rules of the simulation, where students will make decisions about taking out loans.
  • Allow students to work individually or in pairs to complete the simulation.
  • Discuss the outcomes and what students learned about responsible borrowing.

Step 4

Class Discussion

10 mins

  • Use the prepared discussion questions to facilitate a class discussion.
  • Encourage students to share their thoughts on how credit scores and loans impact financial decisions.
  • Discuss strategies for maintaining a good credit score and borrowing responsibly.

Step 5

Closure

5 mins

  • Summarize the key points of the lesson.
  • Ask students to reflect on what they learned and how they can apply it in real life.
  • Provide a brief overview of the next lesson topic.
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Reading

Case Study Handout

This handout contains various case studies that illustrate different scenarios involving credit scores and loans. Students will analyze these cases to understand the impact of financial decisions on credit scores.

Case Study 1: Alex's Credit Card Dilemma

Alex is a college student who recently got his first credit card. He uses it to buy textbooks and occasionally for dining out. However, he often forgets to pay the full balance each month. Discuss how Alex's credit score might be affected.

Case Study 2: Jamie's Car Loan

Jamie is considering taking out a loan to buy a car. She has a stable job but is unsure about the loan terms. Analyze how different loan terms could impact Jamie's financial situation and credit score.

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Worksheet

Loan Simulation Worksheet

This worksheet guides students through a simulation where they make decisions about taking out loans. It helps them understand the consequences of borrowing and the importance of responsible financial management.

You need to borrow $5,000 for a car. Choose between a 3-year loan at 5% interest or a 5-year loan at 7% interest. Calculate the total interest paid for each option.

Use the formula for simple interest: Interest = Principal x Rate x Time.







If you miss a payment on your loan, how might this affect your credit score? Discuss the potential consequences.








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Discussion

Discussion Questions

These questions are designed to facilitate a class discussion on credit scores and loans, encouraging students to think critically about financial decisions.

What are some factors that can positively or negatively impact your credit score?

Discuss factors like payment history, credit utilization, length of credit history, and new credit inquiries.







Why is it important to understand the terms of a loan before borrowing?

Highlight the importance of knowing interest rates, repayment terms, and potential penalties.







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