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Life SkillsMoney & FinanceAges 9–11

Financial Planning

Setting longer-term financial goals; planning and prioritising spending; how saving regularly adds up over time; the value of thinking ahead with money

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If your child wanted to save up for something costing £30, could they work out a realistic plan for how long it would take?

Setting longer-term financial goals; planning and prioritising spending; how saving regularly adds up over time; the value of thinking ahead with money

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This concept

Financial PlanningConceptual concept

Check understanding

  • Set a realistic savings goal and calculate how long it would take saving a fixed amount each week
  • Create a simple financial plan for a specific purpose (birthday party, school trip, gift)
  • Explain why planning ahead with money is better than spending everything as it comes in
“If your child wanted to save up for something costing £30, could they work out a realistic plan for how long it would take?”

Curriculum record

Type
Conceptual
Subject
Life Skills
Domain
Money & Finance
Age range
Ages 9–11