curriculum in espagnol


Everyone must make financial decisions - and lots of them. Do you have the knowledge to make the wise financial decisions that you need to make? Having the financial skills to make smart money decisions in your personal and professional lives is critical in terms of reaching your financial goals.

The purpose of these materials and activities is to connect all individuals to this collection of valuable information.

Use these activities as a roadmap to explore and plan for your financial stability and success.


Course Description:  Interactive Lessons:  Facilitator Tips:  
"Basic Banking Services"
Learn how using financial services can help you achieve your goals.
"Using Banking Services Everyday"
Take a trip through a virtual bank to explore the detailed steps of a opening and managing a checking account, including paperwork required to open an account, writing checks, making deposits, recording your transactions in a register, and understanding your monthly statement.
"Making Your Money Grow"
Explore different ways and places to save your money so that it may grow in value, including savings accounts, certificates of deposit, and savings bonds, and money market accounts.
"The ABC's of Financial Planning"
Do you have a strategy to reach your short-term and long-term financial goals? Learn how to plan for a stronger financial future by developing a personal financial plan and budget to follow daily.
"Investing"
Do you know which questions to ask when looking for the
right investment option for you and your money? Learn about different investment vehicles people use to help them achieve long-term goals.
"The ABC's of Credit"
Acquiring a credit card and managing it wisely are two of the necessary steps toward building a good credit history. Follow Maria and Tomoko as they learn about the five C's of Credit and begin to establish a positive credit history.
"Maintaining Good Credit"
More important than obtaining credit is managing it properly. Explore ways to maintain good credit and to protect your credit including information on how to obtain your credit report, how to avoid identity theft, and how to properly manage your credit card.