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CheckWise

Welcome to CheckWise

CheckWise is the most current and comprehensive checking account program available.  Completing CheckWise signals to a bank or credit union that you are taking steps to learn what you need to know to manage an account responsibly.  When you have completed CheckWise you will receive a certificate that you can present to a bank or credit union in your area.  You will also be registered in a national database that serves as a permanent record of your CheckWise graduate information.  You must meet all requirements of the financial institution before you can open a new account.  Presenting this certificate does not guarantee that your financial institution will open an account for you.

If you have a Chexsystems report or have outstanding bank fees call 1.888.282.5899 to talk to a Certified Credit Counselor.

CheckWise Course Content

A two hour self paced program offered either online or in a classroom setting. You will learn:

  • How to choose a financial institution and an account that is right for you
  • How to open an account, endorse a check and maintain a checkbook register
  • How to reconcile an account to the checking account statement
  • How to take advantage of tools available for managing an account
  • How to keep your account safe

Course Fees:

  • $30 For self paced online program
  • $30 for the in-classroom program

(no in-classroom programs are scheduled at this time)

Get Started Now

Follow the steps below to gain your CheckWise Certificate

Step 1.  Click here to read the disclosure statement.

Step 2.  Once you register and pay, you will receive your confirmation number, user ID, password, and the link to the CheckWise course.  Print the page as you will need to enter your username and password. 

Step 3:  Click here to register and pay via credit or debit card.

Step 4.  Begin the course, you can stop and return at a later date if needed; however, you will need to remember your user ID and password.  Once you finish reading Chapter 1 through 6 you will move onto a final course review.

Step 5:  Print your certificate upon completion of the course.

If you have questions, please E-mail checkwise@myfinancialgoals.org.

Checkwise : Checking : Financial Education