English Library: Banking

Some of the following CA publications are available in bulk for non-profit or government agencies to distribute for educational purposes. Further info can be found on the How To Order Publications page.

Banking Basics (2010)

Library: English | Banking Basics (2010) You can bank on It. A brochure that provides a simple introduction to the main services offered by banks and credit unions, including checking accounts, savings accounts, certificates of deposit and debit cards. It also covers opening an account and resolving problems. Category: Banking on May 27, 2010

 
Help Your Savings Grow (2009)

Library: English | Help Your Savings Grow (2009) Leader's Guide. This 24-page guide, written in question and answer format with a table of contents, is designed to provide background information on how to build savings. The topics include savings accounts, individual development accounts (IDAs), money market deposit accounts, certificates of deposit (CDs), U.S. Treasury investments, retirement and education savings accounts and how to figure your net worth. A section on Internet resources is also included. Only available in English. Category: Banking Workshops/Trainings on Jun 08, 2009

 
Banking Basics - Seminar Lesson Plan Pack

Library: English | Banking Basics - Seminar Lesson Plan Pack . This packet, only available as a PDF file, provides guidance for teachers and team leaders. The 27-page packet contains a detailed curriculum, classroom activities and take home worksheets. Category: Banking Workshops/Trainings on Apr 30, 2009

 
Banking Basics - PowerPoint Training Slides

Library: English | Banking Basics - PowerPoint Training Slides . The Banking Basics Powerpoint training file is available for download in the "Download File" section. Category: Banking Workshops/Trainings on Apr 30, 2009

 
Saving to Build Wealth (2009)

Library: English | Saving to Build Wealth (2009) Make Money Work For You. This brochure provides information about the importance of saving, setting short- and long-term goals to promote saving, opening a savings account and ways to make your money grow faster, including certificates of deposit (CDs), individual retirement accounts (IRAs), U.S. Savings Bonds and college savings accounts. Category: Money Management Investment Banking on Feb 25, 2009

 
Saving to Build Wealth - Seminar Lesson Plan Packet

Library: English | Saving to Build Wealth - Seminar Lesson Plan Packet . This PDF packet provides guidance for teachers and team leaders. The 27-page packet contains a detailed curriculum, classroom activities and take home worksheets. Category: Banking Workshops/Trainings on Feb 05, 2009

 
Saving to Build Wealth - PowerPoint Training Slides

Library: English | Saving to Build Wealth - PowerPoint Training Slides . The Saving to Build Wealth Powerpoint training file is available for download in the "Download File" section. Category: Banking Workshops/Trainings on Feb 05, 2009

 
Understanding Debit Cards

Library: English | Understanding Debit Cards Plastic with a difference. Debit cards look similar to credit cards, but they work differently. This publication explains how they work, what consumer protections exist and how cardholders can address problems with billing and unauthorized use. Category: Money Management Banking on Apr 01, 2008

 
Banking Basics

Library: English | Banking Basics Leader's Guide. A guide to help community agency staff encourage clients who do not have bank accounts to become part of the banking system. It covers the options that bank customers have and the decisions they need to make when opening an account. Category: Banking Workshops/Trainings on Feb 14, 2007

 
How to send money home

Library: English | How to send money home Tips for transferring money overseas. Many immigrants send some of their earnings to relatives and friends in their home countries. There are several ways to transfer money overseas. This publication explains the different types of companies that can help with this task. Category: Banking on Jan 06, 2006

 
 

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