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Getting banked

Updated

Students select a local bank or credit union to research to learn about what to consider when choosing a financial institution.

Big idea

Finding a bank or credit union that works best for you can help you manage your finances.

Essential questions

  • Why is it helpful to work with a bank or credit union?
  • What local bank or credit union might meet your banking needs now or in the future?

Objectives

  • Learn about a local bank or credit union’s products, services, locations, rates, and other factors
  • Reflect on whether the bank or credit union might meet the student’s banking needs now or in the future 

What students will do

  • Explore a local bank or credit union’s website to learn about its products, services, locations, rates, and other factors.
  • Answer questions about what the bank or credit union has to offer and reflect on whether the student would consider banking there now or in the future. 

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Teacher guide

Getting banked (guide)

Student materials

Getting banked (worksheet)