Tools and resources to use with the people you serve

We’ve gathered our tools, worksheets, and handouts by topic and by audience. You can use these resources with the people you serve.

You can also download the inventory  of materials that are available.

Resources by topic

Looking for answers to help a client? Check here first. You’ll find a wealth of information and interactive tools you can use to help the people you serve with common financial issues.

Auto loans

Description
Actions
  • Comparing auto loans worksheet

    Worksheet

  • Take control of your auto loan 

    Web page

  • Take control of your auto loan: A step-by-step guide

    Multi-page booklet

Credit cards

Description
Actions

Credit reports and scores

Description
Actions

Debt collection

Description
Actions

Money management

Description
Actions

Money transfers

Description
Actions

Mortgages

Description
Actions

Savings and bank accounts

Description
Actions

Translated financial terms

Description
Actions
  • Glossary of English-Chinese financial terms

    Practitioner resource

  • Glossary of English-Spanish financial terms

    Practitioner resource