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MONEY SKILLS ASSESSMENT FOR SPECIAL EDUCATION

Let’s be real—teaching money skills to students with cognitive disabilities isn’t just about math. It’s about giving them the tools to be independent. Money skills are critical for daily life. But how do you know what your students actually know about money? And more importantly, where do they need extra support?


That’s where my Money Skills Curriculum-Based Assessment comes in! This resource is a game-changer for special education teachers and transition coordinators who need an efficient, reliable, and functional way to evaluate students' money skills.


Calculator, notepad, and pen on dollar bills. Text: Money Skills assessment for special education. Website: missluluspecialed.com.

 

Make Your Life Easier

  1. Covers Essential Functional Skills- From counting coins to comparison shopping, this assessment evaluates all the real-world money skills our students need. It's straightforward and no fluff. Easily identify practical, everyday skills that help students work toward financial independence.


  2. Pinpoints Strengths and Gaps- Have you ever wondered, "Can my student actually count by 10s when dealing with dimes?" Or "Do they understand how to make change?"  This assessment gives you clear data so you know exactly where to focus instruction.


  3. Includes All the Data Collection Forms You Need- Say goodbye to guesswork! This resource comes with a teacher record form, student form, individual score sheet, and class score sheet so you can track progress and document IEP data with ease.


  4. BONUS: Comes with an IEP Goal Bank! Writing IEP goals just got easier. This assessment includes a goal bank to help you develop meaningful, measurable goals based on each student’s results.

    Clipboard with a money skills assessment beside colorful markers and a pencil on a white surface. Green plant in the background.

 

What Skills Does This Assessment Cover?

This isn’t just a basic money test. This assessment evaluates a wide range of essential money skills, including:


✅ Counting by 5s, 10s, and 25s

✅ Identifying coins and their values

✅ Determining the value of groups of coins

✅ Adding and subtracting dollars and cents

✅ Making change from less than $1.00

✅ Reading and writing dollar and cents notations

✅ Purchasing items with a specified amount

✅ Comparison shopping (hello, real-world math!)


By assessing these key areas, you’ll have a clear roadmap for each student’s financial literacy journey.

Pink piggy bank wearing yellow sunglasses, set against a white background. The image conveys a playful, cool vibe.

 

How Can You Use This in Your Classroom?

💡 Progress Monitoring – Track students’ growth over time and adjust instruction accordingly.

💡 IEP Development – Use the included goal bank to write strong, personalized IEP goals that actually match student needs.

💡 Transition Planning – Perfect for transition coordinators preparing students for independent living, vocational settings, or real-world financial responsibilities.

💡 Small Group or One-on-One Instruction – A great tool to guide focused instruction based on student strengths and weaknesses.

Wooden figures in graduation caps stand on a table with stacked coins, a globe, and colored pencils in the background, symbolizing education and finance.

Ready to Simplify Money Skills Assessment?

If you’re ready to get clear, actionable data on your students’ money skills, this assessment is for you! Whether you’re a special education teacher looking for an easy progress monitoring tool or a transition specialist helping students build real-world independence, this resource will make your job easier and help your students succeed.

Money Skills Assessment forms for teacher and student with task card bins full of fake coins

📢 Grab your copy of the Money Skills Curriculum-Based Assessment today and start tracking student progress with confidence!




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