Personal Finance Publications and Resources

Take advantage of these services to help your credit union reach out to your members with the information and guidance they need. Refer to the publications for staff to keep up on the latest tips and personal finance information affecting your membership.

Adult Education

Home & Family Finance Resource Center DVD


Stock # 28501More info

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Car Loan Resources

Black Book Vehicle Guides

For accurate and timely vehicle pricing and portfolio management tools, there’s nothing like Black Book. Quickly access vehicle values during the loan process-online or in print. Give members the ability to view the trade-in and retail values directly from your credit union's website. Better understand which segments of your loan portfolio have the greatest risk and the most opportunity.

See more car loan resources

Budgeting, Credit & Debt Management

Accel Members Financial Counseling

Create better, more credit worthy members that will return to the credit union for their next loan. Offer members and staff a comprehensive financial education and counseling program through Accel. Your members will appreciate having their own certified financial counselor to help them achieve their goals.

Budget Blueprint Interactive CD-ROM

Offer members this handy CD-ROM to track their household finances and set realistic savings goals via Microsoft Excel spreadsheets.

Stock # 26334More info

See more Budgeting, Credit & Debt Management resources

Hispanic

Hispanic Checkbook Reference Card

Guide Hispanic members through the step-by-step basics of writing checks with this handy reference card.

Stock # 26222More info

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Members as Owners

Your Credit Union: What's in it for you? folder & booklet

Insert your business card in the slits inside and your credit union's brochure, list of products and services, and most recent financial statement in the front or back pocket. Inside, an 8-page booklet tells the credit union story through full-color photographs and an easy-on-the-eye layout.

Stock # 23085More info

See more Member Financial Literacy resources

Publications for Staff

Connection

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Small Business

It's Your Business folder with insert

To grow relationships, use the new "It’s Your Business" portfolio. This folder includes an eight-page insert that helps small-business owners develop their business plan. Includes pockets for you to add your credit union’s information, and a place for your business card. Minimum purchase: 25

Stock # 25610More info

See more Small Business resources

Youth and Young Adults

Thrive by 5: Teaching Your Preschooler About Spending and Saving

Can I Make It on My Own? student guide

This four-lesson classroom curriculum introduces high school students to the basics of financial planning.

Stock # 29469More info

Money@School student guide

This four-lesson classroom curriculum introduces middle school students to the basics of personal finance.

Stock # 29470More info

Youth Financial Literacy: Preparing Youth for Financial Responsibility

Offers ideas for developing financial curricula in schools; building community awareness, and getting parents, teachers, administrators, and students involved.Includes case studies of CU youth programs, school presentations, and more.

Stock # 22646More info

Model Youth Program Guide PDF

Want to create a youth program at your credit union? Want to make an existing youth program more effective? CUNA’s new Model Youth Program Guide draws upon credit union best practices and proven techniques to show in detail how to raise children and teenagers to full and productive membership.

Stock # 28479PMore info

Got Green? Grow It at Your Credit Union ($50 Bill) handout

Save for the future and save the environment. Handout features creative ways to save money that are also gentle on Mother Earth. Other side features a giant replica of the redesigned $50 bill.

Stock # 28115More info

Mad City Money simulation kit

Mad City MoneyTM is a 2½-hour hands-on simulation that appeals to youth and gives them a taste of the real world—complete with occupation, salary, spouse, student loan debt, credit card debt, and medical insurance payments.

Stock # 27732More info

Magic of Saving ($100 Bill) handout

Give away money to your youth members! One side features a giant replica of a $100 bill--the other side encourages youth to set a financial goal and save at the credit union to reach it.

Stock # 26307More info

Word Find ($5 Bill) handout

Thrill young visitors with play money! One side features a giant replica of the new $5 bill. The other side features a word find puzzle of common credit union and saving terms.

Here's a magic trick you can teach the kids.

Stock # 26306More info

Treasure Map to Saving ($10 Bill) handout

Have youth complete this playful worksheet to determine how much they need to save for their goal and then track their progress. Other side features giant replica of $10 bill.

Stock # 27630More info

See more Youth resources

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