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UNIT 2Using Financial ServicesTopicMaking Every day PurchaseLEARNING OBJECTIVE(S)
Students will:
differentiate between using
cash, checks, debit cards,
and credit cards for everyday
purchases.
Explain
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How to fill out using financial services
How to fill out using financial services
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What is using financial services?
Financial services are services provided by financial institutions or businesses that manage money, including banks, credit unions, insurance companies, investment firms, and more.
Who is required to file using financial services?
Individuals or businesses that utilize financial services are required to file using financial services.
How to fill out using financial services?
Filling out financial services involves providing necessary information about your financial transactions, income, expenses, assets, and liabilities.
What is the purpose of using financial services?
The purpose of using financial services is to manage money effectively, invest in opportunities, protect assets, and plan for the future.
What information must be reported on using financial services?
Information such as income, expenses, investments, loans, insurance policies, and financial accounts must be reported on using financial services.
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