English Library: Banking

Some of the following Consumer Action 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.

Checking and savings accounts - PowerPoint Training Slides

Library: English | Checking and savings accounts - PowerPoint Training Slides . This downloadable PowerPoint presentation is designed to be used in conjunction with the “Checking and savings accounts” lesson plan. The slides provide a visual component to the training that will help to engage learners and improve retention. Category: Banking Money Management on Feb 26, 2014

 
Checking and savings accounts - Seminar lesson plan and class activities

Library: English | Checking and savings accounts - Seminar lesson plan and class activities . This downloadable packet guides community educators through a two-hour presentation on selecting, opening, using and managing checking and savings accounts. In addition to the lesson plan (to be used in conjunction with the downloadable PowerPoint presentation), the packet includes exercises, resources and a class evaluation form. Category: Banking Money Management on Feb 25, 2014

 
Questions & answers about bank accounts

Library: English | Questions & answers about bank accounts . This backgrounder answers many questions about checking and savings accounts in much greater detail than the companion brochure. Written in Q&A format, the guide includes in-depth information on more than a dozen banking topics, from selecting a bank account, using an ATM and understanding overdraft protection to overcoming barriers to getting an account and how to use online and mobile banking services. Category: Banking Money Management on Jan 29, 2014

 
Checking and savings accounts

Library: English | Checking and savings accounts A wise choice. This fact sheet presents the basics of checking and savings accounts, highlighting the advantages they offer over “fringe” banking services such as check cashers. The publication covers, among other topics, how checking and savings accounts work, how to choose a financial institution and open an account, and how to reduce or avoid account fees. Category: Banking Money Management on Jan 22, 2014

 
How to send money home

Library: English | How to send money home Tips for transferring money abroad. Many immigrants send some of their earnings to relatives and friends in their home countries. There are several ways to transfer money to recipients outside the U.S., and different types of financial services and products can help you with this task. Category: Banking Consumer Rights Prepaid Cards on Jan 06, 2014

 
On the Rebound: Post-recession Tips for Fostering Your Personal Economic Recovery

Library: English | On the Rebound: Post-recession Tips for Fostering Your Personal Economic Recovery . In response to a research report by Aite Group and Chase Blueprint®, Consumer Action offers practical tips to help consumers bounce back from a financial crisis, meet future financial challenges and stay on track for the long term. Category: Banking Credit Cards Money Management on Sep 10, 2013

 
Servicemembers and Veterans Financial Empowerment Resource Sheet

Library: English | Servicemembers and Veterans Financial Empowerment Resource Sheet . This 15-page resource guide is designed to help military servicemembers, veterans and their families make ends meet and weather financial crises. The guide details government and non-profit programs that provide financial aid, housing assistance, discounts on essential living expenses, financial counseling, legal advice, job training and more. Category: Banking Credit Housing Insurance Medical/Healthcare Money Management Telecom/TV on Jan 28, 2013

 
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 Investment Money Management on Oct 02, 2012

 
Questions and Answers About Financial Services

Library: English | Questions and Answers About Financial Services A guide to banking. This publication provides detailed information on banks, credit unions, checking and savings accounts, Electronic Transfer Accounts (ETAs), debit cards, bank fees, Internet and mobile banking, lower-risk investments, secured credit cards and more. Category: Banking Investment Money Management on Oct 01, 2012

 
Questions and Answers about Choosing and Using Prepaid Cards

Library: English | Questions and Answers about Choosing and Using Prepaid Cards . The prepaid cards training manual can help answer many questions about reloadable prepaid cards, on everything from loading and using a card to card policies and protections. Category: Banking Money Management Prepaid Cards on May 08, 2012

 
 

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