Practical banking skills

Challenge reference: 1862

Active
Notional learning hours
10
Level
Entry 3
Subject area
Preparing for Adulthood pathway
Vocational area
Learning aim
Learners will be able to interpret information from a variety of financial documents, apply for a bank account and demonstrate how to use an ATM.
Learning context
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Learning outcomes

(What the learner needs to know, understand or be able to do)

The learner will:

  • 1 .  

    Be able to interpret simple information from 3 types of financial paperwork.

  • 2 .  

    Be able to apply for a personal banking account using a paper based form.

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Assessment criteria

(What the learner need to demonstrate in order to meet the learning outcome)

The learner can:

  • State at least 5 features of a bank statement
  • State at least 5 features of a shop receipt
  • State at least 5 features of a monthly wage slip
  • Identify the main pieces of information needed to apply for a bank account
  • Complete a paper based application form for a bank account using correct personal details and format
  • Identify necessary supporting documentation required to open a bank account
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Assessment methodology

Assessment methodology
Linked to learning outcome
Labelled product, video or photographic evidence
1 2
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