FDIC Adult Curriculum

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 Module 1 – Bank On It

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

Module 6 – Keep It Safe

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 2 – Borrowing Basics

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 7 – To Your Credit

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 3 – Check It Out

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 8 – Charge It Right

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 4 – Money Matters

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 9 – Loan To Own

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

Module 5 – Pay Yourself First

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

 

 Module 10 – Your Own Home

Participant Guide
Instructor Guide
Slides (PPT)
Slides (PDF)
Handouts
Overheads in Handout Format

AALU LETTER OF ENGAGEMENT
  1. (required)
  2. (required)
  3. (required)
  4. (required)
  5. (email required)
  7. Association for Advanced Life Underwriting (AALU) LETTER OF ENGAGEMENT
  8. 1. The undersigned financial counselor acknowledges that he/she is entering into a limited pro bono financial planning engagement for which the financial counselor will receive no compensation, directly or indirectly.
  9. 2. The scope of this engagement is to provide to the community general financial literacy education.
  10. 3. Even though the financial counselor will receive no compensation for this engagement, he/she will meet all regulatory, professional and ethical obligations, including but not limited to, those imposed by the Securities and Exchange Commission (SEC), state securities and insurance regulators, and, any other applicable organization or entity. The financial counselor is prohibited from seeking additional work on a paid basis during the pro bono financial counseling session(s). If the participant proactively requests a continued financial counseling business relationship, that relationship will be separate and distinct from this one and will be subject to a new and separate agreement between the participant and the financial counselor.
 

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