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Personal Finance Courses: Managing Your Money at a Bank or Credit Union

Introduction to Managing Your Money at a Bank or Credit Union Establishing a Relationship with a Bank or Credit Union How to Choose Bank Accounts to Meet Your Needs Understanding Bank and Credit Union Fees Opening Accounts at a Bank or Credit Union Check Cashing Stores Managing Your Bank Accounts Responsibly Overdrafts on Your Checking Account Checkbook Simulation Activity Summary of Managing Your Money at a Bank or Credit Union
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Summary of Managing Your Money at a Bank or Credit Union

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Summary of Managing Your Money at a Bank or Credit Union

Using a bank or credit union to manage your daily financial needs is a must in today’s world. Make an investment in your future by establishing a relationship with a financial institution you trust and take advantage of the products, services and money management tools they offer. Banks and credit unions exist to provide you a safe place to deposit your money and great tools to help you manage your spending and saving. They also are ready to help you with your borrowing needs when you are ready to finance significant purchases in your life.

Whether you’re just getting started or already have accounts established, create a plan that will help you manage your money more effectively today and into the future.

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What you have learned

  1. Establishing a Relationship with a Bank or Credit Union
  2. How to Choose Bank Accounts to Meet Your Needs
  3. Understanding Bank and Credit Union Fees
  4. Opening Accounts at a Bank or Credit Union
  5. Check Cashing Stores
  6. Managing Your Bank Accounts Responsibly
  7. Overdrafts on Your Checking Account
  8. Checkbook Simulation Activity

Find out what you have learned

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