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Using banking services with support

Challenge reference: 10054

Active
Notional learning hours
10
Level
Entry 2
Subject area
PSHE
Preparing for Adulthood pathway
Employment Independent living and housing
Vocational area
Skills
IT skills Numeracy
Learning aim
The learner will understand basic banking paperwork and know how to use banking services with support.
Learning context
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Learning outcomes

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

The learner will:

  • 1 .   Understand simple financial paperwork.
  • 2 .   Know how to open a bank account.
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Assessment criteria

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

The learner can:

  • Identify key features of a bank statement and shop receipt (e.g., date, amount, balance)
  • Match paperwork to its purpose using visual prompts
  • Take part in a discussion about what the paperwork shows
  • Identify the information needed to open a bank account (e.g, name, address)
  • Complete a simplified bank form with support
  • Recognise documents needed to open an account (e.g, ID)
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    Assessment methodology

    Assessment methodology
    Linked to learning outcome
    Observation checklist
    1 2
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