Spending Level 1: Tools & Services to Manage & Build Wealth

Having a strong relationship with a financial institution and properly managing a bank account can provide a strong foundation for future financial transactions. In this module, individuals will learn about available financial services and explore how to choose the right account and financial institution. The module also stresses the importance of minimizing cash management fees.

Learning Objectives

Financial Services

Understand available financial services and their benefits. 

Financial Institutions

Know how to identify and choose the right financial services provider.

Fee Reduction

Understand how to minimize cash management fees.
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