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Financial Institution Comparison

Life Skills:

  • Communication
  • Social & Civic Responsibility

Time Frame:
1 class period that runs 60 minutes.

Group Size:
Small Groups


This activity helps students experience the responsibility of finding a financial institution that fits their needs.

Main Curriculum Tie:
General Financial Literacy
Strand 3 Standard 3.1:

Describe and discuss financial institutions and demonstrate how to manage personal financial accounts.

Students will need brochures from various financial institutions or students may use the Internet to find information.

Background For Teachers:
Some information is difficult to find, so explain to student that it is often effective to call or stop by the place of business for additional information.

Student Prior Knowledge:
Students need to know banking terminology such as APR, minimum balance, overdraft fee, etc.

Intended Learning Outcomes:
Students will be able to draw a conclusion about which financial institution would be most effective for them in their personal circumstances.

Instructional Procedures:
Project the PowerPoint presentation with the directions. In small groups, students will choose a financial institution to research and make a poster with the required information. The posters are then hung throughout the classroom. All students then evaluate the provided information and fill out the worksheet with their assessments and conclusions.


  • Bank_Comparison_Conclusions.doc
    Worksheet of questions for students to answer based on their conclusions from poster information. To be completed after all groups have made their posters.
  • Bank_Comparison_Sample_1.JPG
    Sample of student bank research poster.
  • Bank_Comparison_Sample_2.JPG
    Sample of student bank research poster.
  • Bank_Comparison_Project.ppt
    This PowerPoint has the logos of several banks that could be options for students to research. The requirements are given on the PowerPoint. THERE ARE LINKS FROM THE BANK LOGOS IN THE POWERPOINT TO THE WEBSITES...JUST CLICK!

Web Sites

  • Money Talks
    This is a link to a PDF file, in magazine format with valuable information to give to students about how to save.
  • WikiHow
    As a teenager there are several factors to consider when choosing a bank. Saving money is an important skill to learn early in life; it provides you with a sense of purpose, an ability to interact with the commercial side of life and an opportunity to develop self-discipline about saving and spending money. Choosing the right bank when you are a teenager should be about complementing your needs and meeting your needs with the least amount of hassle, red tape and loss of funds through fees

Assessment Plan:
Teacher will assess the students' learning by reading the responses on the worksheet completed at the end of the activity. Also, a discussion will help teachers identify student learning.

Traquel Dayley

Created Date :
Apr 05 2004 14:25 PM