Financial Education
 
curriculum in espagnol

 

Welcome to the exciting world of managing your finances!

Everyone must make financial decisions – and lots of these decisions. Do you have the knowledge to make wise financial decisions? It is easy to spot those people who have the financial skills to make smart money decisions in their personal and professional lives.

The purpose of these materials and activities is to connect all individuals to this collection of valuable information.

Use these activities as a roadmap to gain your financial stability and success.


Introduction to Financial Services
  1. Introduction
  2. Standards Alignment
  3. Where Do I Keep My Money?
  4. Evaluating Financial Services
  5. Banks, Yesterday and Today
  6. Assessment

Basic Banking Services

  1. Introduction
  2. Standards Alignment
  3. Why Do You Need a Bank?
  4. The Many Services of a Bank
  5. The ABCs of a Checking Account
  6. Opening a Checking Account
  7. How to Write a Check
  8. Maintaining a Healthy Checking Account
  9. The ABCs of a Savings Account
  10. Assessment

Money Management

  1. Introduction
  2. Standards Alignment
  3. Saving vs. Investing
  4. Saving for a Rainy Day
  5. 1 + 1 = Saving
  6. Investing for the Long Term
  7. Assessment

Credit

  1. Introduction
  2. Standards Alignment
  3. The ABCs of Credit
  4. Credit Scores
  5. Establishing Credit
  6. Maintaining Good Credit
  7. Credit Cards
  8. Managing Credit Challenges
  9. Identity Theft
  10. Prime and Subprime Lending
  11. Predatory Lending
  12. Bankruptcy
  13. Assessment

Curriculum Slides

  1. Curriculum and Facilitator's Guide
  2. Introduction to Financial Services
  3. Basic Banking Services
  4. Money Management
  5. Credit

Appendix