Courses of Study: Finance

Back
Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 5
Learning Activities: 1
Lesson Plans: 4
Multimedia: 0
Unit Plans: 0
1.) Analyze financial data to develop budgetary plans and interpret financial data.

•  Creating charts, graphs, and tables using financial data
•  Analyzing budgets to determine future financial needs
•  Determining cash flow, profit margin, and cost-benefit analysis
Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 4
Learning Activities: 0
Lesson Plans: 4
Multimedia: 0
Unit Plans: 0
2.) Evaluate income, savings, and investment opportunities to create a budget that meets short- and long-term goals.

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 2
Learning Activities: 0
Lesson Plans: 2
Multimedia: 0
Unit Plans: 0
3.) Evaluate risk management options available to consumers and entrepreneurs for protection against financial loss.

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 3
Learning Activities: 0
Lesson Plans: 3
Multimedia: 0
Unit Plans: 0
4.) Utilize mathematics skills to analyze the risk, interest rate return, and liquidity for savings and investment alternatives.

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 4
Learning Activities: 0
Lesson Plans: 4
Multimedia: 0
Unit Plans: 0
5.) Demonstrate skills needed to effectively organize and communicate financial information.

Examples: formal and informal presentations, memoranda

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 2
Learning Activities: 0
Lesson Plans: 2
Multimedia: 0
Unit Plans: 0
6.) Apply organizational skills to complete and manage financial operations.

Examples: synchronizing schedules and calendars, scheduling work priorities to meet deadlines

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
7.) Explain how agencies that regulate national and international financial markets protect investors.

•  Using financial statements to analyze a company's financial situation
•  Forecasting business profit
•  Critiquing ways domestic and international financial markets influence interest rates, trade deficits, and unemployment
Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
8.) Analyze the decision-making process needed to develop and maintain a financially stable business plan.

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 2
Learning Activities: 1
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
9.) Determine how effective debt and credit management practices affect insurance costs, job opportunities, and interest rates.

•  Analyzing alternative sources of credit for suitability to a particular situation
Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
10.) Analyze international, federal, state, and local regulations for impact on financial management decisions.

•  Describing effects of tax structure on business decisions
•  Comparing legal rights and responsibilities of various types of businesses
•  Interpreting the role of the United States Securities and Exchange Commission in regulating financial decisions
Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
11.) Utilize research results to determine career and entrepreneurial opportunities, responsibilities, and educational and credentialing requirements related to financial management and investment planning.

Finance (2009)
Grade(s): 9 - 12
Financial Management
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
12.) Determine tax liability on income.

Examples: property, inheritance, earned income