The banking industry has recognized an increasing need to recruit, hire, and train minorities for positions within the industry. Following this line of thought, the American Bankers Association (ABA) formed a task force composed of bankers and black college educators to develop a program mutually beneficial to industry as well as colleges. A Black…

Several cooperative programs between schools and businesses in economic education are featured. Students are shown learning practical applications of economic principles through participation in the programs, and the private sector is shown making a worthwhile investment in America's future. A final section features some of the economic education…

This course in banking intends to give students an insight into the personal and business services that banks provide. It includes instruction on savings and checking accounts, loans, trusts, and safety deposit facilities. Also included are the performance objectives, five pages of an outline on course content, suggested teaching and learning…

The need for continuing professional education in the trust industry is noted and emphasis is placed on need for new or additional training in management, taxation, employee benefits, marketing, and investments. The pros and cons of residential schools are outlined, and the use of regional and state seminars is discussed. Available from 6285…

This document contains teacher's materials for a course designed for 11th- and 12th-grade students who are interested in pursuing a career in financial institutions. The course consists of six instructional units: orientation, personal money management, the wise use of credit, negotiable instruments, communications, and security. Depending on the…

This document contains the occupational duty/task lists for five occupations in the banking and financial services series. Each occupation is divided into seven or eight duties. A separate page for each duty in the occupation lists the tasks in that duty along with its code number and columns to indicate whether that particular duty has been…

This manual contains student assignments in the financial services area of the marketing process. The individualized competency-based materials are intended to enhance and supplement instruction or to provide the basis for a course of instruction by the teacher-coordinator. Information on skills needed in jobs in financial marketing is first…

As part of a review of the finance program at California's City College of San Francisco (CCSF), a project was undertaken to explore trends in the banking and finance industry to identify pre-service and in-service training needs and determine CCSF's role in meeting those needs. A review of trends found profound changes in the banking and finance…

The Insuring Information Technology Competence project explored ways to improve skills and retrain individuals to exploit information technology (IT) for more effective delivery of financial services. Seven organizations working in the financial services sector in Britain participated. The project was dependent on the organizations' ability to…

This supplement to the California Business Education Program Guide for Office and Distributive Occupations is designed to assist office education teachers of secondary, postsecondary, and adult students to update their business education curricula in light of new technology and increasing demand for skilled office workers. Focusing on banking and…

Canadian financial services organizations, and retail banking in particular, are changing rapidly due to the spiraling costs of labor, the influence of computers, and global competition. These changes are especially affecting bank tellers, who will need new skills to adapt to the changing workplace. To develop a timely and relevant training…

This listing of federally produced curriculum and instructional materials for business and office education is one of eight annotated bibliographies that provide information for vocational educators at the secondary, postsecondary, and adult levels. Introductory information given includes a description of how to use the listing and sources and…

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 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…