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.

Improving your financial health with FinTech

Library: English | Improving your financial health with FinTechA beginner’s guide to personal finance apps
Financial technology (FinTech) is the use of modern technology, such as the internet and apps (downloadable mobile software), to develop powerful financial services tools for consumers and businesses. For those who are motivated to improve their finances and dedicated to working toward their goals, FinTech can make the process more convenient, efficient and even rewarding. This guide will introduce you to the types of FinTech tools available and how they can help you. It will also tell you what to consider when choosing an app and how to stay safe when using FinTech. Category: Banking on Jun 28, 2018

 
Money Management 1-2-3: Trainer’s Manual

Library: English | Money Management 1-2-3: Trainer’s Manual
This backgrounder guide is part of our “Money Management 1-2-3” financial empowerment educational and training module. The module also contains three multilingual brochures and a lesson plan with PowerPoint training slides. Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on Jun 07, 2016

 
Money Management 1-2-3: PowerPoint Slides

Library: English | Money Management 1-2-3: PowerPoint Slides
The Money Management 1-2-3 PowerPoint training file is available for download in the "Download File" section. Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: Seminar Lesson Plan and Class Activities

Library: English | Money Management 1-2-3: Seminar Lesson Plan and Class Activities
This packet, only available as a PDF file, provides guidance for teachers and team leaders. It contains a detailed curriculum, classroom activities and take-home worksheets. Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: ONE: Getting a Strong Start

Library: English | Money Management 1-2-3: ONE: Getting a Strong Start
The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part one, Getting a Strong Start, addresses how to manage your income, use credit wisely and live within your means. Topics include understanding your pay stub, filing your tax returns, creating a budget, setting up bank accounts, establishing and building good credit and managing student loans. Category: Banking Credit Foreclosure Money Management Student Loans Taxes on Apr 05, 2016

 
Choosing a Prepaid Card - PowerPoint Training Slides

Library: English | Choosing a Prepaid Card - PowerPoint Training Slides
The Choosing a Prepaid Card PowerPoint training file is available for download in the "Download File" section. Category: Banking Money Management Prepaid Cards on Oct 15, 2015

 
Choosing a Prepaid Card - Seminar Lesson Plan and Class Activities

Library: English | Choosing a Prepaid Card - Seminar Lesson Plan and Class Activities
This 24-page packet, only available as a PDF download, contains a detailed curriculum for teaching how to choose, use and manage a prepaid card wisely, and two classroom activities that provide an opportunity for participants to apply what they’ve learned. Category: Banking Money Management Prepaid Cards on Oct 15, 2015

 
Choosing a Prepaid Card: A Backgrounder

Library: English | Choosing a Prepaid Card: A Backgrounder
The "Choosing a Prepaid Card" training manual provides the answers to many of the questions that a consumer shopping for a reloadable prepaid card might have, from "Where can I find a list of the card's fees?" to "Whom do I contact if I have a problem with my card?" Category: Banking Money Management Prepaid Cards on Oct 14, 2015

 
A Consumer’s Guide to ‘Chip’ Cards

Library: English | A Consumer’s Guide to ‘Chip’ Cards
This publication answers credit and debit card customers’ questions about why the transition to “smartcards" is taking place, how the checkout process will change, what consumer protections they will have and where to get more information about chip cards. Category: Banking Credit Prepaid Cards on Jul 28, 2015

 
A Consumer’s Guide to Choosing a Prepaid Card

Library: English | A Consumer’s Guide to Choosing a Prepaid Card
A prepaid card that charges low fees, comes with desirable features and offers strong consumer protections can be a good choice for many consumers. This publication will help you learn how to compare your options and choose the best prepaid card for your needs. Category: Banking Money Management Prepaid Cards on Jun 16, 2015

 
 

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