English Library: Investing

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.

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: THREE: Planning a Secure Future

Library: English | Money Management 1-2-3: THREE: Planning a Secure Future
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 three, Planning a Secure Future, focuses on leaving the workforce, funding your retirement and protecting what you've accumulated. Topics include tapping your investments and home equity, staying adequately insured, managing medical expenses, the basics of estate planning and, for some grandparents, raising a second family. Category: Insurance Investing Medical/Healthcare Mortgages Money Management on Apr 05, 2016

 
Money Management 1-2-3: TWO: Achieving Financial Goals

Library: English | Money Management 1-2-3: TWO: Achieving Financial Goals
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 two, Achieving Financial Goals, addresses updating your budget, accumulating a nest egg and protecting your assets. Topics include budgeting and debt management, saving and investing, homeownership and insurance. Category: Credit Debt Collection Housing Insurance Investing Mortgages Money Management Taxes on Apr 05, 2016

 
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 Investing Money Management on Oct 02, 2012

 
Questions and Answers About Financial Services

Library: English | Questions and Answers About Financial ServicesA 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 Investing Money Management on Oct 01, 2012

 
Saving to Build Wealth - PowerPoint Training Slides (English)

Library: English | Saving to Build Wealth - PowerPoint Training Slides (English)
The Saving to Build Wealth Powerpoint training file is available for download in the "Download File" section. Category: Banking Investing Money Management on Apr 29, 2011

 
Help Your Savings Grow - Leader’s Guide

Library: English | Help Your Savings Grow - Leader’s Guide
This 20-page guide, written in question-and-answer format, 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 Investing Money Management on Sep 16, 2010

 
Saving to Build Wealth - Make money work for you (English)

Library: English | Saving to Build Wealth - Make money work for you (English)
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: Banking Investing Money Management on Feb 08, 2010

 
 

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