Banking Basics

This training series provides a simple introduction to the primary services offered by banks and credit unions, including checking accounts, savings accounts, certificates of deposit and debit cards. It also covers opening an account, resolving problems, the options that bank customers have and the decisions they need to make when using bank services.

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.

 

Publication List

Banking Basics - You can bank on it (English)

Banking Basics - You can bank on it (English)

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.

Banking Basics - Leader’s Guide

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.

Banking Basics - Seminar Lesson Plan and Class Activities

Banking Basics - Seminar Lesson Plan and Class Activities

This packet, only available as a PDF file, provides guidance for teachers and team leaders. The 26-page packet contains a detailed curriculum, classroom activities and take home worksheets.

Banking Basics - PowerPoint Training Slides

Banking Basics - PowerPoint Training Slides

The Banking Basics PowerPoint training file is available for download in the “Download File” section.

Banking Basics - You can bank on it (Spanish)

Banking Basics - You can bank on it (Spanish)

Un folleto que contiene una introducción básica sobre los servicios principales que ofrecen los bancos y las cooperativas de crédito. Esto incluye las cuentas de cheques, las cuentas de ahorro, los certificados de depósito y las tarjetas de débito. También incluye los pasos para abrir una cuenta y para resolver problemas.

Banking Basics - Class Activities (Spanish)

Banking Basics - Class Activities (Spanish)

Este archivo en PDF contiene traducciones en español de las actividades para hacer en clase y los ejercicios para hacer en casa tomados del plan de enseñanza en inglés Banking Basics

Banking Basics - PowerPoint Training Slides (Spanish)

Banking Basics - PowerPoint Training Slides (Spanish)

El archivo de la presentación en PowerPoint del seminario Información bancaria básica está disponible en la sección “Download File”.

Banking Basics - You can bank on it (Chinese)

Banking Basics - You can bank on it (Chinese)

本文簡介各銀行及信貸會提供的主要服務,包括:支票戶口、儲蓄戶口、定期存款以及銀行現金卡。內容也包括開立戶口及解決疑難之道。

Banking Basics - You can bank on it (Korean)

Banking Basics - You can bank on it (Korean)

이 소책자는 은행과 신용조합에 의해 제공되는 첵킹 어카운트, 세이빙 어카운트, 양도성 예금증서, 데빗카드 등의 서비스에 대해 간단히 소개하고 있으며 계좌 개설에 대한 정보와 문제가 발생했을 때 유용한 정보를 제공하고 있습니다.

Banking Basics - You can bank on it (Vietnamese)

Banking Basics - You can bank on it (Vietnamese)

Một cẩm nang cung cấp các giới thiệu ngắn gọn về các dịch vụ của ngân hàng và công đoàn tín dụng, kể cả các trương mục chi phiếu, tiết kiệm, ký thác (certificates of deposit, CD) và thẻ rút tiền tự động. Cẩm nang cũng nói đến việc mở trương mục và giải quyết khi có vấn đề.

Banking Basics - You can bank on it (Laotian)

Banking Basics - You can bank on it (Laotian)

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.

Banking Basics - You can bank on it (Cambodian)

Banking Basics - You can bank on it (Cambodian)

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.

Banking Basics - You can bank on it  (Hmong)

Banking Basics - You can bank on it (Hmong)

Daim ntawv no qhia txog tej yam loj uas sawvdaws yuavtsum paub txog cov tsev txhab nyiaj (bank) thiab tsev koom nyiaj (credit unions), xwsli cov txhab nyiaj sau nyiaj tawm (checking accounts), tseg nyiaj (savings accounts), cov txhab nyiaj tau paj loj thiab daim nyiaj yas (certificates of deposit and debit cards). Tsis tag li, daim ntawv no yuav qhia tias yuav qhib tau tej lub txhab nyiaj (account) li cas thiab yog muaj teebmeem no yuav ua li cas.

 
 

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