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Hands on Banking

Example Web Site and/or Technical Equipment Required


Website Example:

More Ways

Computer(s), Internet access, projector, and speakers (for class presentation)

Activity Description

These financial lessons from Wells Fargo are commercial free. The curriculum is designed for self-paced, individual learning, as well as for classrooms and community groups. The lessons are narrated, animated, colorful, and fun! This one is designed to be used with adults.

There is information about financial institutions, budgeting, money management, etc. It comes in an English or Spanish version. You can request the program on a CD-ROM if you do not have Internet access. Basic literacy skills are necessary to use it independently. There is also a printable Instructor Guide that accompanies the curriculum.


  1. Preview Web site. Decide if you will be using the online lessons for class discussion or individual assignment.
  2. Check out the Instructional Resources [www] page and download the Adults version of the Instructor guides [PDF}for glossaries, discussion questions, paper activities. (it is a large 539 page PDF file, so it may take a while to download on a slower Internet connection) or the Young Adults Instructor Guide [PDF] if you will be covering that material. You can also choose to download and print smaller sections of the guide, a section at a time as needed.
  3. Preview and make copies of the pre- and post- tests.


  1. Handout and have students complete the Pre-test to discover topics that will need to be taught.
  2. Choose a banking topic. Cover any vocabulary terms that may be unknown to your students on your chosen topic.
  3. Have a class discussion on the topic of your choice. Refer to the Instructors Guide for possible discussion questions. (If students are working independently, skip this step.)
  4. Open the Web site and select the Adult version or if you have a younger group, you might want to start with the Young Adults version (which covers money and how it works and financial goal setting), then explore as a class. If students are working independently, have them cover the topics and perform the online activities at their own pace.
  5. Demonstrate how to access audio/sound feature and other controls.
  6. Assign online lessons for independent learners and discuss class timeline.
  7. Use print activities found in the Instructors Guide for more review work.
  8. Use Post-test to evaluate progress and revisit any unclear topics.

Teacher Tips

  • This Web site has a lot available. The audio component makes is helpful in improving listening skills of ESL students
  • There is also a Glossary of terms that could be helpful.


  • Advanced


Basic Communication

  • (1.8) Demonstrate financial literacy skills
  • (1.6) Understand consumer protection measures
  • (1.5) Understand how to manage household finances
  • (1.3) Understand methods and procedures used to purchase goods and services
  • (1.2) Use information to identify and purchase goods and services
  • (1.1) Use measurement and money

Basic Communication

  • (4.2) Understand wages, benefits, employee rights, and concepts of employee organizations

Basic Communication

  • (5.8) Understand concepts of economics

Basic Communication

  • (6.1) Compute using whole numbers

Basic Communication

  • (7.2) Demonstrate ability to use critical thinking skills
  • (7.3) Demonstrate ability to use problem-solving skills
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OTAN activities are funded by contract CN200091-A2 from the Adult Education Office, in the Career & College Transition Division, California Department of Education, with funds provided through Federal P.L., 105-220, Section 223. However, OTAN content does not necessarily reflect the position of that department or the U.S. Department of Education.