Module MCM.2.1: Using Financial Services

Standard: EPF.MCM.2.1

Objective: Evaluate types of financial services and their uses.

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Lesson Overview

• Identify types of financial institutions
• Compare services (checking, savings, loans)
• Discuss how to choose a financial institution

Teacher Notes

• Use local bank/credit union examples
• Relate to students' experiences
• Discuss online vs. traditional banking

Activities

• Bank comparison project
• Guest speaker: Bank representative
• Create a checklist for choosing a bank

Assessment

• Written comparison of services
• Quiz on financial institutions

Resources

• NC DPI EPF Standards
• Bankrate comparison tools