Session 1 – Bank On It!
Haven’t you ever wanted a one-stop-shop location where you could find anything financial literacy-related basics for you and for your loved ones? Well, look no further. While looking for ways to help my loved ones, I came across a great resource called Money Smart. Money Smart is an FDIC resource created to teach financial literacy across the United States. It is a FREE resource and that means that I love it already. Don’t you?
Session 1 – Banking On It
This financial literacy curriculum will begin with Bank On It providing an overview of banking services. It is designed to help you build a positive relationship with financial institutions. You will learn about the services and functions of a bank and will also help you to choose the right bank for you when the time comes. You will also learn the step needed to open a bank account, and the right person to talk to when you need different services.
After completing this module, you will be able to:
- Identify the major types of insured financial institutions.
- Identify five reasons to use a bank.
- Describe the steps involved in opening and maintaining a bank account.
- Describe two types of deposit accounts.
- Identify additional bank services that come with deposit accounts.
- Describe the main functions of the bank customer service representative, teller, loan officer, and branch manager.
- Information and activities to help you learn the material.
- Tools and instructions to complete the activities.
- Checklists and tip sheets.
- A glossary of the terms used in this module.
For auditory learners, this podcast is a great companion to the participant guide.
Upcoming blog posts will continue Money Smart for Young Adults series with the modules listed on the graphic.
Blog you later!