Business & Money management

Budgeting Spreadsheet: Students enter amounts into a self calculating spreadsheet to work out a persons budget for the month.
This resource is best used around the topic of budgeting and bank accounts. I used it alongside the excellent Barclays Money Skills site.

Level
E3
E2
Maths
MSS1/E3.2
MSS1/E3.1
MSS1/E2.2
MSS1/E2.1
Functional Maths - measures, shape & space
Functional Maths - handling information and data
Context
Independent living
Business & Money management

I have created this worksheet to assess learners in reading and extracting data, solving problems on budgeting expenses when standing orders, direct debits and wages are expected on different dates.

Level
L2
Maths
N2/L2.10
N1/L2.2
N1/L2.1
HD1/L2.1
Functional Maths - numbers and the number system
Context
Business & Money management

I have created this worksheet to assess learners in operating with decimals and reading and extracting data from a table.

Editor’s note
With curriculum mapping and answer sheet.

Level
L2
Maths
N2/L2.6
HD1/L2.1
Functional Maths - numbers and the number system
Functional Maths - handling information and data
Context
Business & Money management

This resource arose from a conversation with a learner who had lost their debit card a number of times in the cash machine because they couldn’t read the screen fast enough.

I used it by discussing each of the screens with learners and then having them work through the reading text and the accompanying exercises. Even better, if you have access to the internet, you can show different images of ATM screens and discuss them.

Level
E3
E2
E1
English
General literacy / English
Functional Skills English
Context
Independent living
Business & Money management

I put this together to explore number calculations and word problems with a mixed group of adult learners, looking at estimating, ways of checking your calculations and ways of reversing calculations.

Level
E2
E3
L1
Maths
N1/L2.5
MSS1/L1.1
N1/L1.10
MSS1/E3.2
N1/E3.9
MSS1/E3.1
N1/E2.8
N1/E2.7
Functional Maths
Context
Retail Hospitality Customer service
Business & Money management

An updated version of Gordon Noblett’s 2011 resource (see below). This version includes the correct tax allowances and information for 2012-13. It also includes an answer sheet. The original description is repeated below.

Challenging and very functional worksheets where learner must complete the missing information and calculate the take-home pay etc. for various UK tax payers. There are also some interesting open questions that are ideal for Functional Maths interpreting skills.
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Level
L2
Maths
N2/L2.9
MSS1/L2.1
N2/L2.8
Functional Maths - numbers and the number system
Functional Maths - measures, shape & space
Context
Employment skills & Public services
Business & Money management

Great set of three differentiated Functional Maths task sheets for E1, E2 and E3. Originally written for ESOL Numeracy groups but suitable for all Entry Maths learners. The picture shows part of the E3 version.

All tasks are based on office equipment (pencils, hole punches, staplers, etc.). The focus is on number skills (counting, addition, subtraction, multiplication, division, rounding, simple fractions) but there is also a sprinkling of data handling and measure/money skills.

Fully mapped to Functional Maths criteria.

Level
E3
E2
E1
Maths
Functional Maths - numbers and the number system
General numeracy / maths
ESOL
General ESOL
Context
Business & Money management

A functional skills activity based on production at microbrewery. Mostly covers measures and percentages. Includes a challenging extension section on calculating excise duty.

Editor’s note
Fully mapped to L1-2 Functional maths. Sorry have no time to create an answer sheet – volunteers welcome!
If your learners are E3-L1 try the equally good “Out for a drink” by the same author.

Level
L2
Maths
Functional Maths - numbers and the number system
Functional Maths - measures, shape & space
General numeracy / maths
Context
Catering Food Nutrition
Business & Money management

[img_assist|nid=5297|title=|desc=|link=popup|align=left|width=100|height=70]A functional skills practice writing task for English at E3-L2. Learners write to the Bayfords, recent winners of the £148m Euro Millions jackpot, suggesting what they could spend the money on to help others (or themselves!).

Could be linked to maths: examining costs, interest, odds of winning etc. and discussions around spending, working, and life after a big lottery win could be undertaken.

Layout reflects the City & Guilds exam format for E3 and L1/2.

Level
E3
L1
L2
English
Functional English - writing
Writing: text focus (composition)
General literacy / English
Context
News, Politics & Government items
Business & Money management

A set of cards that can be used to play a game where students have shares in a small company. Each group of three players receives ‘market updates’ in the form of cards that require them to divide a number in a ratio, or find the value of an amount given the value of part of the amount. Students are encouraged to keep full financial records. As a differentiation task for confident students, it is possible to calculate the percentage change in value of the shareholding at the end of the game.

Level
L1
L2
Maths
N2/L2.9
N2/L2.8
N2/L2.7
AN N1/L2.3
N2/L1.10
AN N1/L1.7
Functional Maths - numbers and the number system
N2/L1.9
N2/L1.8
Context
Business & Money management