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Lesson 3 of 5
  • Year 11

Religion and worldviews in finance

I can explain how and why religious literacy is important for people working in finance.

Lesson 3 of 5
New
New
  • Year 11

Religion and worldviews in finance

I can explain how and why religious literacy is important for people working in finance.

Lesson details

Key learning points

  1. In the UK, the finance sector is a major employer and comprises banking, trading, accountancy and insurance.
  2. As an international sector, knowledge of religions and beliefs is extremely important to build relationships.
  3. Knowing about different practices, such as observing festivals, will build trust and a relationship with clients.
  4. Dharmic values are an example of building emotional intelligence and creating trust and honesty in the system.

Keywords

  • Dharma - the true essence of all living things

  • Emotional intelligence - the ability to recognise, understand, manage, and effectively respond to your own emotions and the emotions of others

  • Finance - the management of money through mechanisms such as investing, saving, borrowing and lending

  • Religious literacy - knowledge of how religions, worldviews and beliefs shape lives

Common misconception

The only important skills that are needed to work in finance are related to maths and numeracy.

Skills, such as having emotional intelligence, are central to finance. Building trust and relationships is key to being successful in this sector. Religious literacy enables these skills.


To help you plan your year 11 religious education lesson on: Religion and worldviews in finance, download all teaching resources for free and adapt to suit your pupils' needs...

Many religions and beliefs have rules and ethics relating to finance. This lesson picks up some issues and uses dharma as a case study. You might also want to look at other important ideas, such as Muslim and Jewish teachings on interest and lending.
Teacher tip

Equipment

Licence

This content is © Oak National Academy Limited (2026), licensed on Open Government Licence version 3.0 except where otherwise stated. See Oak's terms & conditions (Collection 2).

Lesson video

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Prior knowledge starter quiz

6 Questions

Q1.
Which one of the following jobs fit in the wellbeing sector?

a delivery driver
Correct answer: a fitness instructor
a financial trader

Q2.
Why is religious literacy important in the wellbeing sector?

It replaces medical training.
It removes diversity.
Correct answer: It builds positive relationships with clients.

Q3.
Some clients have specific requirements.

Correct Answer: dietary, Dietary, food

Q4.
Young people from racially communities are more affected by water-related deaths.

Correct Answer: minoritised, Minoritised, minority

Q5.
Bold Waters promotes connection with spaces.

Correct Answer: natural, Natural

Q6.
How does Bold Waters increase inclusivity?

through fines
Correct answer: through youth ambassadors
through advertising only

Assessment exit quiz

5 Questions

Q1.
Which of the following is part of the finance sector?

construction
Correct answer: banking
catering

Q2.
Why is knowledge of religions important in finance?

to replace qualifications
Correct answer: to build relationships
to reduce profits

Q3.
In most Islamic countries, is a day off.

Correct Answer: Friday, friday

Q4.
Religious literacy plus emotional supports wise decisions.

Correct Answer: intelligence, Intelligence

Q5.
Which is a Dharmic value?

Correct answer: honesty
greed
aggression