Courses of Study: Finance

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Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 2
Learning Activities: 0
Lesson Plans: 2
Multimedia: 0
Unit Plans: 0
1.) Differentiate among automobile, health, life, renter, and homeowner insurance coverages and policies to determine appropriate use and advantages of each.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 3
Learning Activities: 0
Lesson Plans: 3
Multimedia: 0
Unit Plans: 0
2.) Evaluate a variety of insurance products and premiums for personal needs.

Examples: automobile, homeowner, disability, life

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 1
Learning Activities: 0
Lesson Plans: 1
Multimedia: 0
Unit Plans: 0
3.) Utilize reading skills to identify main components of major insurance company policy options.

Examples: policy options—liability insurance, uninsured motorist coverage, collision coverage

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 3
Learning Activities: 0
Lesson Plans: 3
Multimedia: 0
Unit Plans: 0
4.) Determine factors that affect insurance costs and premiums.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
5.) Analyze insurance characteristics to explain underwriting functions.

•  Processing required paperwork in insurance underwriting
•  Adding endorsements to policies
•  Adjusting insurance claims
Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
6.) Analyze claims data for determining the percent of increase or decrease between current and past years' statistics.

Examples: teenage automobile accidents, tornado or hurricane catastrophes

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 2
Learning Activities: 0
Lesson Plans: 2
Multimedia: 0
Unit Plans: 0
7.) Determine required information needed to correctly issue insurance policies and other insurance-related documents.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
8.) Demonstrate correct techniques for acquiring and processing information using a variety of media.

Examples: telephone, fax machine, e-mail, online resources

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
9.) Determine procedures needed to effectively serve customers, including providing timely information and resolving conflicts.

•  Using technical skills for research
Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
10.) Use communication skills, including listening and tactfulness, when communicating with customers and colleagues.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
11.) Interpret the principles of risk management as it relates to insurance, including benefits for risk reduction.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
12.) Determine the impact governmental insurance programs have on society.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
13.) Analyze types of insurance fraud to determine effects on policy holders.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
14.) Determine ethical issues facing the insurance industry.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
15.) Evaluate regulatory insurance requirements to determine compliance.

Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 0
Learning Activities: 0
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
16.) Explain reasons insurers cancel policies.

•  Explaining reasons policy holders cancel policies
Finance (2009)
Grade(s): 9 - 12
Insurance Services
All Resources: 1
Learning Activities: 1
Lesson Plans: 0
Multimedia: 0
Unit Plans: 0
17.) Demonstrate job-related professional behavior, including respect for the customer and the customer's property and adherence to privacy laws.

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