Banking Case Studies

CASE STUDY: Bank on This

In this Case Study, students will learn how to compare various checking account options. They will learn about parental influences on financial decision-making. Finally, they will decide whether to opt in to overdraft protection for their checking account.

CASE STUDY: Car, Home, Retirement: What's My Plan?

In this Case Study, a recent college graduate, Jocelyn, prepares for a meeting with her financial adviser. She has developed short, medium and long-term savings goals to purchase a car, a home and an early retirement. She has a choice to make after her adviser makes specific investment recommendations.


In this Case Study, students will learn about two high school friends with very different savings habits. Samuel is a super saver but not happy about it. Juan Carlos, with no history of saving, learns suddenly that he will need to develop a savings plan for college.

  • Available in English & Spanish

CASE STUDY: Check Yourself Before You Wreck Yourself

In this Case Study, students play the role of a community college student mentoring high schoolers on why they should open and maintain a checking account. Students must provide counterpoints to the “mentees’” valid concerns against the traditional banking system.