A 24-page SEN-friendly workbook introducing banking basics for teens and young adults. Covers banks, accounts, cards, and key terminology. Print and go!

What is this resource?

Money Management Level 1: Banking Basics is a printable workbook designed to introduce teens and SEN learners to the fundamentals of banking.

This workbook assumes learners already understand coins and notes, and takes them from “What is a bank?” through to understanding their bank card, opening an account, and learning key banking terminology.

Perfect for PSHE lessons, life skills programmes, functional skills, Entry Level qualifications, or supporting young people preparing for independence.

Topics covered

• What is a Bank? – What banks do and why people use them
• Types of Accounts – Current and savings accounts explained
• Opening an Account – Choosing a bank, documents needed, opening online vs in branch
• Your Bank Card – Parts of a debit card, what it’s used for
• Key Terminology – 15 essential banking words explained simply

What’s included?

• 24-page A4 PDF workbook
• Welcome page with clear instructions
• Contents page
• Varied activities (matching, sorting, labelling, ordering, fill in the blanks)
• “What I’ve Learnt” self-assessment after every topic
• Answer key
• Completion page

Key features

• SEN-friendly – clear layouts, simple language, calm colours
• Varied activities – keeps learners engaged
• Real-life examples – realistic UK bank card images
• Self-assessment pages – learners track their own progress
• “Ask someone you trust” prompts throughout
• No prep – print and go

Perfect for

• Secondary students (ages 11-14)
• SEN learners up to age 25
• PSHE and Citizenship lessons
• Life skills and independent living programmes
• Functional Skills and Entry Level courses
• Home education
• Transition planning and supported living
• PRUs and alternative provision

How to use

Print the workbook and work through topics in order. Complete activities along the way and use “What I’ve Learnt” pages to check understanding. Suitable for whole-class teaching, small groups, 1:1 support, or guided independent study.

Part of a series

This is Level 1 of the Money Management series:

• Level 1: Banking Basics (this resource)
• Level 2: Using Your Account (available separately)
• Level 3: Managing Your Money – Coming Soon
• Level 4: Staying Safe – Coming Soon
• Level 5: Borrowing & Beyond – Coming Soon

Please note

This workbook teaches practical life skills, not financial advice. Learners are encouraged to ask a trusted adult or speak to their bank for personal guidance.