This workbook will help students understand the various banking fees that can be incurred and aware of the banking options and types of accounts that are suited to individual needs. Students will explore the services offered by banks, trust companies, and credit unions, various fees charged by banking institutions and outline some of the factors to consider when choosing a chequing account.

Explore Financial Consumer Agency of Canada (FCAC) information on: Opening a bank account, Choosing financial products and services that are right for you, Choosing a financial institution, and Types of financial institutions in Canada. This resource contains assignments for the  students to fill in the table doing comparisons on the types of financial institutions and choosing the financial products.

Explore forms, documents and processes used to conduct and monitor common financial transactions.

Teacher Guide included.

2-3 hours

Examine basic services typically provided by financial institutions for accessing and managing personal finances.

Teacher Guide included.

2-6 hours