English Library: Banking

All Consumer Action publications are available online, with most also available as a PDF download. Government agencies, nonprofits and other community-based organizations who wish to distribute our publications for educational purposes can use the PDF file to instantly produce a professional-looking brochure using an office printer.

Improving your financial health with FinTech - Video

Library: English | Improving your financial health with FinTech - Video: A beginner’s guide to personal finance apps
This video 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 Internet Technology on Oct 12, 2020

 
Financial health and FinTech COVID relief

Library: English | Financial health and FinTech COVID relief
The financial health and FinTech community has mobilized to offer online resources, coaching, financial support and other relief to consumers. Category: Banking Credit COVID-19 Pandemic Credit Cards Debt Collection Discrimination Housing Internet Medical/Healthcare Micro Business Mortgages Money Management Technology on Jun 01, 2020

 
Resources for consumers impacted by the COVID-19 outbreak

Library: English | Resources for consumers impacted by the COVID-19 outbreak

Our staff is keeping this resource guide up to date with information about COVID-19 resources, including the federal CARES Act relief package. Bookmark this page and check back regularly.

In light of the recent coronavirus outbreak, public and private resources are becoming available to help deal with lost wages, illness and school closures.

We will continue to update this list as we learn more.

Category: Banking COVID-19 Pandemic Fraud/Scams Insurance Medical/Healthcare Mortgages Student Loans Taxes Telecom Tenant Rights on Mar 18, 2020

 
Improving your financial health with FinTech

Library: English | Improving your financial health with FinTech: A 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 Internet Technology on Jun 28, 2018

 
Money Management 1-2-3: Backgrounder

Library: English | Money Management 1-2-3: Backgrounder

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

 
 

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