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.

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, 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 Sep 03, 2024

 
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 FinTech Internet Technology on Oct 12, 2020

 
Resources for consumers impacted by the COVID-19 outbreak

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

In response to the coronavirus outbreak, Consumer Action created this guide to inform consumers about public and private resources as they became available to help deal with the economic fallout of the pandemic.

Category: Banking COVID-19 Pandemic Fraud/Scams Insurance Medical/Healthcare Mortgages Student Loans Taxes Telecom Tenant Rights on Jul 04, 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 FinTech Housing Internet Medical/Healthcare Micro Business Mortgages Money Management Technology on Jun 01, 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 FinTech Internet Technology on Jun 28, 2018

 
Money Management 1-2-3: PowerPoint slides

Library: English | Money Management 1-2-3: PowerPoint slides

The Money Management 1-2-3 PowerPoint training files are available for download below. (NOTE: Disregard the “No Download Available” message and scroll down to “Click your preferred download option below.”)

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: Lesson plans and class activities

Library: English | Money Management 1-2-3: Lesson plans and class activities
These PDF files provide guidance for educators teaching the Money Management 1-2-3 curriculum. Each contains a detailed lesson plan, classroom activities, and take-home worksheets for the particular section (Part 1, 2 or 3) being presented. Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 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

 
Choosing a Prepaid Card: A Backgrounder

Library: English | Choosing a Prepaid Card: A Backgrounder

The “Choosing a Prepaid Card” training manual provides the answers to many of the questions that a consumer shopping for a reloadable prepaid card might have, from “Where can I find a list of the card’s fees?” to “Whom do I contact if I have a problem with my card?”

Category: Banking Money Management Prepaid Cards on Oct 14, 2015

 
 

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