Cash Course 2: Bank Accounts

Equip your students with the critical financial toolkits they need to navigate life today and confidently step into their future. Cash Courses transform complex money concepts into practical, bite-sized lessons. By mastering these essential life skills early, your students will build the smart habits required to make informed, real-world financial decisions. The workbooks can be printed but are interactive pdf’s so can be completed on a computer if preferred. Activities are designed to be self-directing, with individual tasks and some group or class discussions if you choose to lead the topic this way. Students completing this Cash Course will learn about how to choose and apply for a bank account, how to access money in the bank, and banking security.

Year 5 -12
1-4 hrs

Mathematics and Statistics (Financial Mathematics and Number)

Social Sciences (Draft – Economic Activity, Financial Education)

$20
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Student learning

Through this unit, students will learn:

  • What banks are and why we have them
  • What you need to open a bank account
  • Choose the right type of bank account
  • How to access your money in the bank
  • Keeping your money safe

Curriculum links

Financial education is compulsory in the New Zealand curriculum for year 1-10, with full implementation required in 2027.

The Cash Course series is aligned with the Knowledge and Practices of the curriculum for:

  • Mathematics and Statistics: Number and Financial Mathematics strand
  • Social Sciences (Draft): Economic Activity - Financial Education strand

Banking is introduced from year 5 in the draft Social Sciences curriculum.

The resources are also designed to support the Curriculum Capabilities.

This resource includes:

  • Bank accounts student workbook
  • Teaching Guide with workbook sample answers

Check you have the latest version here:

[Document ID] Resource Name
[CA2-001-1] Cash Course 2 - Bank Accounts Workbook.pdf
[CA2-002-2] Cash Course 2 - Bank Accounts Teaching Guide with sample answers.pdf