Helping People in Your Community
Understand Basic Financial Services
(Revised May 2000)

A Comprehensive Guide for Community Educators developed by the Financial Services Education Coalition.

The guide is intended for community educators for use with a variety of audiences who currently do not have accounts with financial institutions or who need basic information about how to use accounts. The precipitating factor for the formation of the Financial Services Education Coalition was the Department of the Treasury's EFT 99 initiative requiring Direct Deposit for most Federal payments by January 2, 1999.

Some of FMS' documents are in portable document format If your browser is not configured to view PDF files the Adobe Acrobat Reader is free to download.

Introduction & Educator's Guide - English Version
Spanish Version

Educator's Guide Appendices - English Version
Spanish Version

Consumer Fact Sheets - English Version
Spanish Version