Practical banking skills

Challenge reference: 1862

Notional learning hours  10
Level E3
Subject area
Preparing for Adulthood pathway
Skill
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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