Understanding Bank Accounts & Credit Cards

Need: A client who supports young adults transitioning into adulthood and developing independent living skills, wanted to provide additional resources outside of one-to-one meetings. The client identified that personal finance and banking are essential life skills they young adults need support with.

Solution: In collaboration with the client, the learning goals identified included: differences between savings and checking accounts, an overview of APY, and tips for protection against spams. I created this course that reviews banking and credit cards to meet the learning objectives.

Tools used: Articulate Rise, Canva, SnagIt