Bank Accounts & Personal Finance

Click on the image thumbnail to view the course.


Need: A client who supports young adults transition into adulthood and develop independent living skills, would like 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: I created an eLearning course that reviews banking and credit covering topics such as differences between savings and checking accounts, overview of APY, and tips for protection against spams. In collaboration with the client, these were identified as the learning goals.

Outcome: This course provides learners with the beginning knowledge needed to navigate banking and personal finance. The content of the course supplements the support young adults receive working with a coach.

Tools used: Articulate Rise, Canva, SnagIt, YouTube