Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Explain how to use online and mobile banking.
- Define what mobile payments are and the associated risks and benefits.
- Learn tasks that mobile payments can be used for.
- Steps and resources to set up and access mobile payments.
- Additional steps to take to secure privacy and safety when using mobile payments.
Marketing Teaser
If you’re like many consumers, you appreciate the convenience of being able to manage your finances without making frequent trips to the bank. Learn how you can make money management part of your everyday routine, right from your phone or computer. Take 5 minutes to learn more about:
- Mobile and online banking product features
- Understanding mobile payments and when to use them
- Additional steps to safeguard your privacy when using mobile and online banking
Post on Twitter
[INSTITUTION NAME] offers online banking for your convenience! Before you get started, learn about the benefits and tips to keep your info secure: [INSERT LINK]
Post on Facebook/LinkedIn
[INSTITUTION NAME] offers online banking for your convenience! Online banking is simple, flexible, convienient, and it can improve your ability to monitor your finances. Understand how to enroll in mobile and online banking services and follow the 8 best practices for staying secure: [INSERT LINK]
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security