Participants begin the lesson by watching part of the Katrina’s Classroom series to begin discussion regarding the benefits of depository institutions. During the facilitation, participants help Josie choose a depository institution to help her manage her money when she goes to college next year. This can be facilitated with the information sheet or PowerPoint presentation. To conclude the lesson, participants play Financial Facts Feud or write an advertisement for a depository institution. Participants apply what they have learned by researching a real depository institution and explaining whether or not they would become a customer of that depository institution.

Cross-curricular keywords: Math, Economics, Economic institutions, Money and inflation, ELA, Art

Lesson Objectives

  • Analyze the benefits of using a depository institution
  • Research services offered by different depository institutions
  • Summarize factors to consider when choosing a depository institution

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