Courses of Study: Finance

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Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
1.) Analyze marketing strategies utilized by financial institutions to determine how they impact customer base.

Examples: community relations, customer service, advertising

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
2.) Analyze the history and role of the securities market to determine its impact on the global economy.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
3.) Utilize research results to determine ethical and legal issues associated with the banking and financial industry.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
4.) Compare credit and loan options provided to consumers by banking and financial institutions.

Example: unsecured loans versus secured loans

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
5.) Use personal and technical skills needed for entry-level banking and finance occupations.

Examples: money-handling skills, communication skills, money balancing

•  Explain the importance of money-handling skills, including arranging cash drawer, verifying change fund, giving correct funds, balancing cash drawer, and practicing theft control
Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
6.) Demonstrate skills needed to provide effective customer services, including assisting customers with essential information to select appropriate services, explaining customer rights and responsibilities, providing feedback to customers in a timely manner, processing customer information efficiently and effectively, and maintaining customer privacy and confidentiality.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
7.) Analyze various financial services to determine best products for meeting individual customer needs.

Examples: investment banking, commercial banking, cash management, insurance, other corporate and personal services

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
8.) Demonstrate accounting knowledge to perform manual and electronic financial functions as they relate to the financial institution and customer.

Examples: generating financial documents, creating customer accounts

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
9.) Interpret basic financial policies, procedures, and state and federal regulatory guidelines and laws that control financial institutions.

Examples: laws related to Federal Deposit Insurance Corporation (FDIC) insurance, identity theft, and interest rate

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
10.) Analyze various expenses associated with consumer loans to determine their advantages and disadvantages.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
11.) Interpret banking financial records.

Examples: deposit reports, bank statements, bad debt reports

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
12.) Calculate debt-to-income ratio to evaluate customer credit.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
13.) Interpret the relationship of the Federal Reserve Bank to local banking institutions.

Finance (2009)
Grade(s): 9 - 12
Banking and Financial Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
14.) Determine career and entrepreneurial opportunities, responsibilities, and educational and credentialing requirements related to banking and financial services.