About Us Self Study Course En Español

About Us

The Get In Balance checking account management education program was developed by BALANCE, a financial fitness program. A proactive, comprehensive, financial education and counseling service, BALANCE partners with financial institutions nationwide to help reduce losses, develop stronger account holder relationships, and support the industry-wide mission of education. A core value of BALANCE is to stay abreast of trends and issues within the financial institution industry and to use our resources to provide services that meet emerging needs.

Mission Statement

To provide education services that enable previously unbanked consumers to establish and maintain a positive and lifelong relationship with their financial institution.



Get In Balance is a turnkey checking account management education program used to provide a second chance to account holders with past problems, and as a tool to bring the underserved and unbanked into the financial mainstream. Users learn at their own pace and demonstrate their understanding by completing a comprehensive test. You are notified with the names of program graduates – people now fully prepared for the responsibility of a checking account. Printed versions of the course material are available for account holders without internet access, or for group education programs.

Get In Balance provides the tools your account holders need to be successful – and can provide your financial institution increased business opportunities. Whether to lend a helping hand to the underserved in your community, support your mission of education, develop and maintain more positive relationships with partners, or differentiate your financial institution socially and politically, providing education and a second chance to individuals and families who will otherwise fall prey to the vicious cycle of check cashing establishments and other similarly predatory financial organizations is simply the right thing to do.

For more information, please contact Ed Roach, Partner Relations Manager at 800.808.4327 x 271, or email eroach@balancepro.org.

Copyright © 2005 BALANCE