Learning Materials

Financial Genius is designed for both self-paced, individual learning and classroom instructional use. Learning materials include the Financial Genius for Life online learning modules, financial calculators, workbooks, activity sheets and newsletters. Continue the journey to become a Financial Genius by selecting one of the financial topics below to find the learning materials that best fit your needs.

 

+ - Financial Basics

  • Banking Basics 101
    It's the top-to-bottom resource for adults who are starting their individual finances or looking to improve their financial skills. This workbook offers the basics of money management which includes an introduction to online and mobile banking, how to write a check and balance a checkbook to avoid overdraft charges, and banking terminology.
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  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Military Banking Center
    U.S. Bank’s Military Banking Center provides information on products and services especially for military service members and their families, including VA loan and account benefits to financial education and opportunities for a banking career.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • Military Financial Education
    Helps military service members and their families prepare financially for deployment. This workbook includes a Spending Plan and Reserve Fund worksheet, Legal Readiness checklist and Action Plan goal sheet.
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  • Money Talks: Credit or Debit?
    Prepare your college-bound teen with financial life lessons. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Money Talks: Earning Money
    Create an allowance system with a chore chart and use a calendar to plan saving and spending. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Parents Help Guide
    This Parent Help Guide provides tips for parents on how to teach children about earning, saving and spending money responsibly.
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  • Small Business Connect
    Running a business is a challenge, whether you’re in the planning stages or getting ready to retire. U.S. Bank Connect provides business owners everywhere with around the-clock online tools and resources they need to help start, run and grow their businesses. At every step of the process, Connect is available with clear information, useful ideas, helpful advice, and a community of business owners for support and inspiration.
     
  • Student Banking Center
    The U.S. Bank Student Banking Center provides money tips for students and parents on how to pay for college, build credit, protect identity theft and successfully manage finances while earning a degree.
     
  • Youth Activity Sheets
    Youth Activity Sheets include trivia questions, money facts and puzzles. Level 1 activity sheets are designed for elementary school students, level 2 activity sheets are designed for middle school students, and level 3 activity sheets are designed for high school students.
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+ - Saving Money

  • Account Alerts
    Create your own text and email alerts to notify you when large transaction process, account balances get low and when your bills are due.
     
  • Banking Basics 101 for International Students
    An introduction to the American banking system for international students offers the basics of money management, which includes an introduction to online and mobile banking, how to write a check and balance a checkbook to avoid overdraft charges, and banking terminology.
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  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Calculators
    U.S. Bank offers a variety of financial calculators and tools designed to help you achieve your financial goals.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Military Banking Center
    U.S. Bank’s Military Banking Center provides information on products and services especially for military service members and their families, including VA loan and account benefits to financial education and opportunities for a banking career.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • Military Financial Education
    Helps military service members and their families prepare financially for deployment. This workbook includes a Spending Plan and Reserve Fund worksheet, Legal Readiness checklist and Action Plan goal sheet.
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  • Money Talks: Earning Money
    Create an allowance system with a chore chart and use a calendar to plan saving and spending. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Money Talks: Saving for Something Special
    Budgeting 101 for tweens. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Money Talks: Teens and Money
    Help your teen find a job and learn how to track income and expenses. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Money Talks: The Power of Saving
    Establish a beginner’s budget for youth of any age and make saving a family affair. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
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  • Parents Help Guide
    This Parent Help Guide provides tips for parents on how to teach children about earning, saving and spending money responsibly.
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  • Parents Save Now, Save Later
    Parent Save Now, Save Later is an activity sheet to teach children the different ways to save money: for short term, small ticket items like a video game or toy, for long term investments like college or a car, and how to save money for those in need.
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  • Small Business Connect
    Running a business is a challenge, whether you’re in the planning stages or getting ready to retire. U.S. Bank Connect provides business owners everywhere with around the-clock online tools and resources they need to help start, run and grow their businesses. At every step of the process, Connect is available with clear information, useful ideas, helpful advice, and a community of business owners for support and inspiration.
     
  • Star Savers: Earn Your Money
    Earn Your Money is designed for youth ages 5-10 and shares tips on how to earn money and save. The newsletter also contains a “hide-a-pic” coloring sheet and maze.
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  • Student Banking Center
    The U.S. Bank Student Banking Center provides money tips for students and parents on how to pay for college, build credit, protect identity theft and successfully manage finances while earning a degree.
     
  • The Budget Zone
    Learn budgeting and saving account basics, how to set personal financial goals and stick with them. This workbook includes a Sample Budget Worksheet so you can plug in your personal expenses and discover areas to cut back on spending and save money.
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  • Youth Activity Sheets
    Youth Activity Sheets include trivia questions, money facts and puzzles. Level 1 activity sheets are designed for elementary school students, level 2 activity sheets are designed for middle school students, and level 3 activity sheets are designed for high school students.
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+ - Keeping Your Money Safe

  • Account Alerts
    Create your own text and email alerts to notify you when large transaction process, account balances get low and when your bills are due.
     
  • Conquering Credit
    The Do's and Don'ts of Keeping Your Credit Squeaky Clean will teach you what a FICO score is, how to establish a solid credit history and what to do when good credit turns bad.
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  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Money Smart for Older Adults
    Money Smart for Older Adults provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making.
     
  • Fraud Protection
    Financial fraud and identity theft: they’re the fastest growing crimes today and they can happen to anyone in hundreds of different ways. Exercising proper precaution with personal information is the best form of protection. Learn about common scams to be aware of and how to report fraud in the event you’ve been victimized.
     
  • Identity Theft
    This workbook offers information on how to avoid identity theft, recognize phishing attempts and how to report identity theft fraud and contact a credit reporting agency.
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  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • Military Financial Education
    Helps military service members and their families prepare financially for deployment. This workbook includes a Spending Plan and Reserve Fund worksheet, Legal Readiness checklist and Action Plan goal sheet.
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  • Online Security Center
    Computers and smartphones are gateways to a world of information, entertainment and services. Unfortunately, they can also open the door to criminals who want to gain access to your personal and financial information for fraudulent purposes. U.S. Bank’s Online Security Center provides tips to help minimize your risk of falling victim to scam artists and protect your money and identity.
     
  • Student Banking Center
    The U.S. Bank Student Banking Center provides money tips for students and parents on how to pay for college, build credit, protect identity theft and successfully manage finances while earning a degree.
     
  • Youth Activity Sheets
    Youth Activity Sheets include trivia questions, money facts and puzzles. Level 1 activity sheets are designed for elementary school students, level 2 activity sheets are designed for middle school students, and level 3 activity sheets are designed for high school students.
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+ - Building Your Credit

  • Account Alerts
    Create your own text and email alerts to notify you when large transaction process, account balances get low and when your bills are due.
     
  • Conquering Credit
    The Do's and Don'ts of Keeping Your Credit Squeaky Clean will teach you what a FICO score is, how to establish a solid credit history and what to do when good credit turns bad.
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  • Credit Wellness Center
    This tutorial platform allows consumers to explore the ways credit can play a role in their life. Learn how a credit score is calculated, why a good credit score matters when it comes to buying a car or home, applying for a job, renting an apartment and future financial flexibility. Test credit knowledge with online quizzes and view videos from the Credit Score Cinema.
     
  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Calculators
    U.S. Bank offers a variety of financial calculators and tools designed to help you achieve your financial goals.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Loan Lessons
    Learn the basics on loans starting with an introduction to common types of loans, how to apply for a loan and the role credit plays in qualifying for a loan, as well as loan basics and defining interest.
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  • Military Banking Center
    U.S. Bank’s Military Banking Center provides information on products and services especially for military service members and their families, including VA loan and account benefits to financial education and opportunities for a banking career.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • Money Talks: 4 C's of Credit
    Explore the 4 C’s of credit, secured and unsecured loans. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
    PDF icon  
  • Money Talks: Credit or Debit?
    Prepare your college-bound teen with financial life lessons. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
    PDF icon  
  • Small Business Connect
    Running a business is a challenge, whether you’re in the planning stages or getting ready to retire. U.S. Bank Connect provides business owners everywhere with around the-clock online tools and resources they need to help start, run and grow their businesses. At every step of the process, Connect is available with clear information, useful ideas, helpful advice, and a community of business owners for support and inspiration.
     
  • Student Banking Center
    The U.S. Bank Student Banking Center provides money tips for students and parents on how to pay for college, build credit, protect identity theft and successfully manage finances while earning a degree.
     
  • Youth Activity Sheets
    Youth Activity Sheets include trivia questions, money facts and puzzles. Level 1 activity sheets are designed for elementary school students, level 2 activity sheets are designed for middle school students, and level 3 activity sheets are designed for high school students.
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+ - Buying a Home

  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Calculators
    U.S. Bank offers a variety of financial calculators and tools designed to help you achieve your financial goals.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Home Mortgage Center
    Buying your first home is a significant decision and our goal is to help prepare you for that next big step in life! The U.S. Bank Home Mortgage Center covers the basics of the loan process, from understanding your credit and down payment to affordability and loan choices. Whether you’re shopping for your first home or trading up to your dream home, the U.S. Bank Home Mortgage Center provides information for a successful home-buying experience.
     
  • Loan Lessons
    Learn the basics on loans starting with an introduction to common types of loans, how to apply for a loan and the role credit plays in qualifying for a loan, as well as loan basics and defining interest.
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  • Military Banking Center
    U.S. Bank’s Military Banking Center provides information on products and services especially for military service members and their families, including VA loan and account benefits to financial education and opportunities for a banking career.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     

+ - Paying for College

  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Calculators
    U.S. Bank offers a variety of financial calculators and tools designed to help you achieve your financial goals.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Financial Genius Scholarship
    U.S. Bank Scholarship program awards 35 $1,000 scholarships and one $5,000 Financial Genius Scholarship to eligible high school and undergraduate college students through a random drawing. In order to be eligible for the $5,000 Financial Genius Scholarship prize students must complete eight online financial education learning modules in addition to completing the online application.
     
  • Investment and Wealth Management
    Develop a saving strategy for your child's college education.
     
  • Loan Lessons
    Learn the basics on loans starting with an introduction to common types of loans, how to apply for a loan and the role credit plays in qualifying for a loan, as well as loan basics and defining interest.
    PDF icon  
  • Military Banking Center
    U.S. Bank’s Military Banking Center provides information on products and services especially for military service members and their families, including VA loan and account benefits to financial education and opportunities for a banking career.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • Military Financial Education
    Helps military service members and their families prepare financially for deployment. This workbook includes a Spending Plan and Reserve Fund worksheet, Legal Readiness checklist and Action Plan goal sheet.
    PDF icon  
  • Money Talks: 4 C's of Credit
    Explore the 4 C’s of credit, secured and unsecured loans. The American Bankers Association (ABA) Money Talks Newsletters are designed for parents to teach their children how to build a solid foundation of money management skills and cover basic financial topics from saving and budgeting to earning money and the four C’s of credit.
    PDF icon  
  • Student Banking Center
    The U.S. Bank Student Banking Center provides money tips for students and parents on how to pay for college, build credit, protect identity theft and successfully manage finances while earning a degree.
     
  • Student Loan Center
    A college education is an investment in your future – and like any investment, you should understand what you’re getting, how much it will cost, and what the alternatives are. U.S. Bank’s Student Loan Center provides information on financial aid options and key things to consider before taking out a student loan.
     

+ - Planning for Retirement

  • FDIC MoneySmart
    Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. The FDIC provides instructor led curriculum for youth, adults, older adults and small business owners.
     
  • Financial Calculators
    U.S. Bank offers a variety of financial calculators and tools designed to help you achieve your financial goals.
     
  • Financial Genius for Life
    Financial Genius Online enables US to teach individuals key financial concepts using the latest innovations in technology. The program consists of web-based tours, interactive online training courses and quizzes. Topics include: Savings and Investments, Mortgages, Overdraft, Payment Types and Credit Cards, Credit Scores and Reports, Insurance and Taxes, Financing Higher Education and Identity Protection.
     
  • Military Education with US
    U.S. Bank is proud to serve those who serve with financial education tools that highlight the topics and issues that are unique to members of the military. Military Education with US is a series of online financial wellness modules. Topics include the basics of saving, credit and mortgages to preparing financially for deployment and transitioning to civilian life.
     
  • RealSteps>Retirement®
    The “golden years” – now that’s the life! You could travel the world, devote more time to friends and family, volunteer, or be free to dive headfirst into a new hobby. The RealSteps>Retirement® workbook provides tips to help you realize the retirement of your dreams – no matter how near or far way retirement is for you.
     
  • The Budget Zone
    Learn budgeting and saving account basics, how to set personal financial goals and stick with them. This workbook includes a Sample Budget Worksheet so you can plug in your personal expenses and discover areas to cut back on spending and save money.
    PDF icon