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Banking, Credit, and Money


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Course Description

6.0 CE credits for General, Adjuster, Accident & Sickness, and Life licenses
approximately 6 hours, $65.00 (prices may change without notice: consult the VuBiz website)

Grasp the basics of banking, credit, and money. The introductory information in this program is expanded by links to online resources that will increase your knowledge. A glossary of financial, banking, and credit terms is included. Some of the information is American.

6 Required Modules

Introduction to Banking

Review types of accounts, debit cards, direct deposits, online banking, and compound interest.

Products, Tools and Resources

Find tips for dealing with your bank. Examine the Chexsystems and TeleCheck reporting agencies. Learn how to protect your identity and what to do if you have a complaint about your bank.

Defining Credit

Examine aspects of applying for credit, what creditors look for, and how the Equal Credit Opportunity Act protects you from discrimination when applying for credit. Review the four rules of good credit. Examine how credit scores are used. Consult a list of credit counseling and reporting resources.


Examine the types of loans, the cost of carrying a loan or credit, and home loans that improve your credit. Learn what kinds of loans and lenders to avoid and tips for making common loan decisions. Practice filling out a loan application.

Budgeting Basics

Learn the basics for setting up a plan to manage your finances. Download budget worksheets. Find budgeting tips.

The Power of Investing

Examine basic investing principles. Gain knowledge of key financial concepts and an understanding of your personal investment profile. Learn how these aspects work together to impact investing decisions.

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