Welcome to Plan, Save, Succeed!, a new financial literacy program designed to address important personal finance concepts — such as budgeting, income, saving, and credit — in a real-world context that middle school students will find meaningful.

Developed by The Actuarial Foundation with Scholastic, the program provides knowledge and skill-building activities through a fun, relatable story line about two siblings saving to buy a car. They construct a budget and learn about earnings and deductions from work, interest from saving, and the cost of credit.


Students will:

  • Consider the role saving plays in financial planning by creating monthly budgets
  • Learn about voluntary and involuntary salary deductions, and calculate the dollar amount of deductions by applying the relevant percentage
  • Learn about various interest-bearing bank accounts, and use fractions, decimals, and percentages to calculate interest

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