This curriculum guide is designed for 11th- and 12th-grade students or for adults who are interested in pursuing a career in the financial institution field. It can be used as a stand-alone curriculum for an entry-level career as a customer service/account representative. The guide consists of four units of instruction. Each unit contains some or…

This curriculum guide is designed for 11th- and 12th-grade students or for adults who are interested in pursuing a career in the financial institution field. It can be used as a stand-alone curriculum for an entry-level career as a proof operator, who proofs financial transactions for accuracy and codes them for posting. The guide contains one…

Dramatic changes in the discipline of international finance are examined, including trends in textbooks, journals, and conferences, and their implications for professional business education are discussed. Also discussed are new approaches to teaching, including a group-based learning approach and innovative uses of information sources that may…

Helping students learn about taking responsibility for the planning and shaping of their personal financial futures is this 13-lesson teaching unit's goal. Each lesson includes performance objectives, materials, motivational activities, development, and enrichment activities. Concepts are taught through worksheets, stories, and games. Students are…

This instructor's edition for a new accounts representative unit is intended to help teachers of 11th- and 12th-grade students and adults prepare them for pursuing a career in a financial institution. The unit follows a standard format that includes some or all of these nine basic components: performance objectives, suggested activities for the…

This instructor's edition for a safe deposit representative unit is intended to help teachers of 11th- and 12th-grade students and adults prepare them for pursuing a career in a financial institution. The unit follows a standard format that includes some or all of these nine basic components: performance objectives, suggested activities for the…

This curriculum guide lists competencies for banking and related financial services occupations, validated by educators and experienced persons in the field in Arizona. The competencies describe the skills required of entry-level workers. The guide is in two parts with one focusing on teller or teller-like positions, and the other focusing on…

This Alberta curriculum guide defines competencies that help students build daily living skills, investigate career options in financial management, use technology in the financial management field effectively and efficiently, and prepare for entry into the workplace or related postsecondary programs. The first section provides a program rationale…

This document describes the essential competencies from secondary through post-secondary associate degree programs for a career in financial services and risk management. Ohio College Tech Prep Program standards are described, and a key to profile codes is provided. Sample occupations in this career area, such as financial accountant, loan…

This curriculum guide provides course materials for teachers to use in developing a course in banking and financial systems. Following an introductory section that lists the common essential elements of the course, the guide contains six sections that cover the following course topics: (1) introduction to banking and financial systems; (2) banking…

These Illinois skill standards for the banking cluster are intended to serve as a guide to workforce preparation program providers as they define content for their programs and to employers as they establish the skills and standards necessary for job acquisition. They could also serve as a mechanism for communication among education, business,…

This book is designed as a resource for educators who teach business content in a variety of instructional settings. It contains case studies representing all functional areas of business, including corporate training, for grades 7 through graduate education. Chapter 1 provides an overview of the case study method. The history of the case method,…

This document, which is intended for use by community and junior colleges throughout Mississippi, contains curriculum frameworks for the course sequences in the banking and finance technology program. Presented in the introduction are a program description and suggested course sequence. Section I is a curriculum guide consisting of outlines for…

This document contains vocational education program course standards (curriculum frameworks and student performance standards) for exploratory courses, practical arts courses, and job preparatory programs offered at the secondary and postsecondary level as part of the marketing education component of Florida's comprehensive vocational education…

This curriculum guide contains the materials required to teach 16 workplace basic skills courses for bank employees. The guide begins with an overview of the project during which the courses were developed through a partnership between First Chicago/NBD and a training provider and used to provide training to 1,699 participants. Presented next is a…