Evaluation should include

types of financial institutions and the services offered by each
factors to consider when choosing and using checking and debit accounts and peer-to-peer transaction services (e.g., Venmo, PayPal)
advantages and disadvantages of different types of savings accounts
factors to consider before making investments
types of credit and factors to consider before applying for credit
importance of financial services (e.g., cash management).

Process/Skill Questions:

Thinking

What are the roles of financial institutions such as banks, credit unions, loan companies, and credit card companies in the economy?
What is the role of peer-to-peer transactions in the economy?
What are the advantages and disadvantages of each type of savings account? What factors would make you choose one type over another?
What are the benefits of having a good financial reputation? What are the consequences of having a poor financial reputation?

Communication

What communication skills are needed to evaluate financial institutions and services?
What are the similarities and differences between communicating with traditional financial institutions versus online institutions?
What information is needed to make good investments? How should you interpret that information to make sound financial decisions?

Leadership

Management

What skills are needed to organize financial information?
What resources are available to help you make sound decisions about financial services?
What steps can you take to avoid financial trouble?