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MoneyWi$e

MoneyWi$e, a national financial literacy partnership of Consumer Action and Capital One, is the first program of its kind to combine free, multilingual financial education materials, curricula and teaching aids with regional meetings and roundtables to train community-based organization staff so that consumers at all income levels and walks of life can be reached. Please click on Publications tab above to access the full collection of MoneyWi$e publications. Order Publications Button, Has a Shopping Cart Logo
 
 

Five Recent Publications

Thursday, January 26, 2012

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.

Thursday, October 27, 2011

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.

Thursday, October 27, 2011

Banking Basics - PowerPoint Training Slides The Banking Basics Powerpoint training file is available for download in the "Download File" section.

Wednesday, October 26, 2011

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.

Wednesday, October 26, 2011

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.

More publications »

 

News

Wednesday, February 01, 2012

IRS tax fraud crackdown targets identity thieves.

Tuesday, January 31, 2012

Claiming an adult child on your taxes.

Tuesday, January 31, 2012

F.T.C. fines debt collector $2.5 Million.

Tuesday, January 31, 2012

IRS clarifies whether airline miles are taxable.

Monday, January 30, 2012

Scam watch: Consumers conned by would-be lovers.

 
 



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