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Bank On offers six modules that cover basic financial topics. Each class is approximately 60 minutes long and can be customized to meet your group’s needs. Modules can be taught as stand-alone sessions or in a series.

Each class provides an interactive hands-on experience with take-home materials, so your participants can put into practice at home what they learned in the classroom.

With each class, participants earn a certificate of completion. When working with our Alliance bank partners, students should provide their certificate to the bank partner so the partner knows how serious they are about their financial future.

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Courses

 

BANK ON IT

By the end of this course, participants will understand available banking services and how to build a positive relationship with a financial institution.

Participants will be able to:

  • Identify the major types of insured financial institutions.
  • Identify five reasons to use a bank.
  • Describe the steps involved in opening a bank account.
  • Describe two types of deposit accounts.
  • Identify additional banking services that come with deposit accounts.

 

MONEY MATTERS

By the end of this course, participants will understand how to manage money by preparing a personal spending plan and identifying ways to decrease spending and increase income.

Participants will be able to:

  • Track daily spending habits.
  • Prepare a personal spending plan or budget to estimate monthly income and expenses.
  • Identify ways to decrease spending.
  • Identify possible ways to increase income.
  • Identify budgeting tools that will help you manage your bills.
  • List and prioritize financial goals.
  • Recognize how to create a plan to achieve finance.

 

PAY YOURSELF FIRST

By the end of this course, participants will understand ways to save money and savings options to save toward their goals.

Participants will be able to:

  • Explain why it’s important to save.
  • Determine goals toward which you want to save.
  • Identify savings options.
  • Determine which savings options will help you reach your savings goals.
  • Recognize investment options that will work for you.
  • List ways you could save for retirement.
  • List ways to save for large-expense goals, including child’s college tuition, car or home purchase or a vacation.

 

FINANCIAL RECOVERY

By the end of this course, participants will learn about steps they can take to recover financially and rebuild their credit after experiencing a financial setback.

Participants will be able to:

  • Assess their current financial situation.
  • Identify ways to increase income and decrease and prioritize expenses.
  • Develop a financial recovery plan.
  • Identify steps to successfully implement a financial recovery plan.
  • Recognize how to guard against credit repair scams.
  • Identify time frames to review and adjust their financial recovery plan.

 

TO YOUR CREDIT

By the end of this course, participants will understand how to read a credit report and how to build and repair their credit history.

Participants will be able to:

  • Define credit.
  • Explain why credit is important.
  • Describe the purpose of a credit report and how it is used.
  • Order a copy of their credit report.
  • Read and analyze their credit report to determine if they are ready to apply for credit.
  • Differentiate between “good” and “bad” credit.
  • Describe the implications of “good” and “bad” credit scores.
  • Identify ways to build and repair credit history.
  • Recognize how to correct errors on a credit report.

 

KEEP IT SAFE

By the end of this course, participants will understand how to protect their rights as consumers and how to be financially prepared if a disaster strikes.

Participants will be able to:

  • Recognize how federal deposit insurance protects deposits.
  • Recognize how to guard against identify theft.
  • Recognize how the various types of insurance will help you manage risks.
  • Recognize the need to plan for unexpected death or disability.
  • Describe the ways you need to be financially prepared for disasters.