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Summer Financial Literacy: "Banking Basics" (4th-8th Grade)

Pricing:

  • Testing Mom Members:
    ONLY $18.00 per class ($72.00 total for 4 classes)
  • Non-Members:
    ONLY $20.00 per class ($80.00 total for 4 classes)

Class Details:

  • Ages: 9 - 14
  • 4th Grade - 8th Grade
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Description

Banking Basics is a comprehensive course designed to equip students with essential knowledge and skills related to banking fundamentals. This course empowers individuals to navigate the banking world and make informed financial decisions confidently. 

Throughout the course, students' knowledge will be assessed through scenario-based knowledge checks and performance-based assessments. These assessments will challenge students to apply their understanding of the lessons in real-world situations, reinforcing their learning and practical application skills. Students will receive a comprehensive workbook containing interactive activities, exercises, and case studies. This hands-on approach encourages active participation and helps reinforce key concepts as they progress through the material.

By the end of this course, students will have a solid foundation in banking fundamentals, enabling them to make informed decisions about managing their finances effectively and achieving their financial goals. Enroll in Banking Basics today and embark on a journey toward financial literacy and empowerment!

 

Lesson 1: All About Banks

“All About Banks" is a comprehensive lesson designed to equip students with essential knowledge and skills related to banking fundamentals. 

In this course, students will learn the purpose and functionality of bank accounts. They'll understand the importance of a bank account, how to open one, and the required documents. Through interactive activities, students will explore the significance of bank accounts in managing finances and fostering financial independence.   

After completing this lesson, students will be able to: 

  • Explain what a bank is and its features
  • Identify the differences between physical banks and online banks
  • Differentiate between checking and savings accounts
  • Complete a simulated bank account application form
  • Analyze a bank statement

Lesson 2: All About Checking Accounts

"All About Checking Accounts" is a comprehensive lesson designed to teach students about the purpose and functionality of checking accounts. 

In this course, students will explore the fundamentals of checking accounts, gaining a comprehensive understanding of their purpose, features, and practical application. 

After completing this course, students will be able to: 

  • Explain what a checking account is and its features.
  • Demonstrate how to fill out a check, including endorsements, accurately.
  • Demonstrate proficiency in completing a deposit ticket
  • Explain the function of a debit card
  • Complete transaction register to record account activity

Lesson 3: All About Savings Accounts

"All About Saving Accounts" is a comprehensive lesson designed to teach students about the purpose and functionality of savings accounts.

In this course, students will explore the details of savings accounts, gain insight into various savings accounts, understand the role of interest in savings growth, and develop practical savings goals and strategies.

After completing this course, students will be able to: 

  • Compare different types of savings accounts
  • Analyze the role of simple interest and compound interest
  • Develop a SMART savings goal and strategy

Lesson 4: Overview/ Q & A

 

*Class Enrollment Disclaimer*

At Testing Mom, we strive to provide the highest quality educational experience for all our students. If a class does not meet the required minimum number of enrolled students, rather than canceling the class entirely, we reserve the right to modify the structure of the sessions. In such cases, the affected class may be transitioned into an accelerated format. This modification aims to maintain the integrity of the curriculum while providing a more personalized and intensive learning experience for enrolled students. Rest assured, the quality of the class content and instruction will remain consistent, and any adjustments made will be in the best interest of enhancing their learning journey.

 

Important Note:  Our system will send you the link to join the class 30 minutes prior to the start time of the class.

*Unfortunately, this class does not allow drop-ins. Each class builds upon prior classes.

 

teacher

Lori C.

See all of Lori C.'s upcoming classes.

Instructor's Bio:
Lori Cortinas has been an educator in public schools for 10 years. She has a bachelor’s in elementary education and a master’s in curriculum and instruction. She is currently getting certified as a financial educator. She is passionate about educating students so they can become successful adults. Ms. Cortinas is a reading specialist at her campus and she also teaches personal finance classes to middle school and high school students.

 

Education:

  • Bachelor of Arts in Interdisciplinary Studies (EC-6th )
  • Master of Arts in Teaching with Curriculum & Instruction
  • English as a Second Language (ESL) Certified
  • Gifted and Talented (GT) Certified
  • Financial Educator Certified (currently in progress)

Heather L. says:

She was knowledgeable and made it fun! Loved the real-life lessons and tips! A must-take class for young kiddos to learn the importance of saving.

Kun says:

My child was really engaged in Lori\'s classes and has learned a lot. Lori is knowledgeable, engaging, encouraging, and inspiring.

Heather says:

My child loved the finance classes and the instructor was fabulous!!! She was knowledgeable and made it fun.

Roxana says:

The instructor was very energetic and encouraged the students to ask questions and provide feedback. This class was really insightful. My 9-year-old daughter was very engaged and learned a lot. The class inspired her to take action, and she spent 9 hours over the course of one weekend (I had to stop her both evenings to get ready for bed!) thinking through an idea she had for starting a business, including services, prices, and logistics. She watched a YouTube video on creating a website, and she created one (her first ever) for her business and included 4 pages with content, including a homepage, services page, and contact us page. I was really floored by how motivated she was after this class. Interesting to learn about all the different ways to make money, and it’s never too early to get started. The class was really good and I would recommend it.

Homero says:

Lori is easy to understand and the class was very good.

Christina says:

My son was very engaged in this course, and he really liked it. He liked being able to explain himself because it helps him to learn. Also, it is great that kids can communicate with the instructor through messenger. A lot of kids are shy so this is a great tool.

Ann says:

The teacher helped the students with test taking strategies to improve performance.

Shawna says:

Great Readiness Assessment.

Tasha says:

LOVED the instructor and the multiple ways that students can participate (chat box, raise hands, etc.). The instructor was energetic, and kept kids on task. She was kind, supportive, focused. Mentioned numerous times that she loved teaching this class. The positivity was great!

Deqin says:

Lori is an effective teacher and did a fantastic job! She engaged all the kids, explained every question well, and kept pace. The questions she selected covered different areas of the test. My son is excited about the Monday lesson, I think also because Lori is teaching. We’ll register for other classes that Lori teaches. Big thanks to Lori! She was well-organized and helpful. I highly recommend this class!

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