Using Financial Services

Your students will be choosing from a growing number of services offered by banks and other financial institutions. These resources will help your students safely and efficiently achieve financial goals.

Educator Guide: Unit Two

Topic 1

Understanding Financial Institutions

Your students will consider how can banks and credit unions help them achieve their financial goals? Use these resources with your students to explore the various services offered by financial institutions.

Topic 2

Deciding Where and How to Bank

What factors should students consider when selecting a financial institution? Help them learn how to compare features and costs of services offered by financial institutions.

Self-paced Module

Examining Money Habits

10 to 15 minutes (plus optional discussion)

This module will give your students an overview of factors to consider when choosing where to bank. They will learn how to compare features and costs of services offered by financial institutions.

Launch Module  

Family Connections

How Our Family Banks

10-minute read, plus discussion

Banking has changed significantly, and students have several options. This guide gives tips for parents on discussing their family’s banking choices with links on mobile banking and teen accounts.

Download Activity

Topic 3

Opening New Accounts

What financial products will your students need? How does one open an account at a financial institution? Use these resources to help students determine what financial products they might need and what information they should have to open an account.

Topic 4

Using Mobile Banking

Your students are likely to prefer to bank from their phones or tablets. Help them learn how to bank safely from their devices. Share these tools to explore common online and mobile banking features, and learn how to prioritize personal mobile banking needs.

Self-paced Module

Using Mobile Banking

10 to 15 minutes (plus optional discussion)

This module will guide your students in how to bank safely from their mobile devices. They will explore common online and mobile banking features, and learn about other mobile financial tools.

Launch Module  

Classroom Activity

Banking on the Go

1 to 2 Class Sessions

This module will guide your students in how to bank safely from their mobile devices. They will explore common online and mobile banking features, and learn about other mobile financial tools.

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Topic 5

Making Everyday Purchases

Show your students the difference between using cash, debit, checks, and credit. Help them understand the costs and benefits of using various methods of payments for everyday purchases.