Money Smart for Older Adults (English/Spanish)


All Banking Basics Credits and Loans Employment and Small Business Adults Over 50 Youth Housing Scams and Security Spanish Teaching Financial Education

Filesize 5 MB
Version 1
Date added January 26, 2017
Downloaded 76 times
Category All, Banking Basics, For Adults Over 50, Savings, Spanish
Tags FDIC, Money Smart

After completion of the 11 Money Smart modules, participants will have the knowledge and resources they need to:

  • Use the services and products of financial institutions (e.g., banks, thrifts, and credit unions) confidently
  • Create and implement a spending plan
  • Distinguish between “wants” and “needs”
  • Use credit and borrow money responsibly
  • Protect their financial rights and safeguard their money
  • Determine their readiness to buy a home
  • Recover their financial lives and rebuild their credit


Money Smart for Older Adults: Instructor Guide

Money Smart for Older Adults: Participant Guide

Includes 8 files:

  • Guide to Presenting
  • Instructor Guide (English, Spanish)
  • Participant Guide (English, Spanish)
  • Presentation (English, Spanish)