Workshop Leaders

Empower children, teens and parents to make their money count. Click on one of the links below to download the materials
you wish to present to parents, teens, or children (grades 3
to 6).

Get Started

Bank It is a unique and innovative financial education program for parents, teens, and children (grades 3 to 6).
Use this checklist to guide you in preparing for your Bank It workshop(s).

  • Learn more about the Bank It approach.
  • Decide who will lead a workshop. Any volunteer who has experience in dealing with money matters, giving presentations, working with parents, working with children or teens, or any combination, can lead a workshop.
  • Choose an audience. Pick either parents, teens or children (grades 3 to 6).
  • Peruse the 12 money topics for teens and parents or the 9 money topics for children and parents. Decide which topic(s) you wish to address.
  • Discover which topics participants want to learn more about.
  • Explore more about the money topic you wish to address. Click on Download Parent Overview or Download Teen/Elementary Overview on each of the money topic pages to discover a one-page overview. Learn more about the workshops for that money topic, including learner outcomes and the links to the national Jump$tart financial literacy standards.
  • Learn more about the 40 Developmental Assets and how they promote financial literacy.
  • Find a community partner to assist you.
  • Decide on specific dates to lead your workshops.
  • Choose a workshop location.
  • Download the Quick Start Leader’s Guide. The Comprehensive Guide includes even more information.
  • Discuss the recruitment of participants with your community partner.
  • Get the word out about Bank It workshops.
  • Become more familiar with the parents and youth sections
  • Download the workshop materials you need from the
    money topic pages
  • Download the Bank It name tags. Use Avery labels #5395, #8395, #45395, #42395 or #48395 to print them out.