Finance students today live in the midst of an enormous financial crisis. Institutions both large and small are failing or being rescued through government intervention. This environment presents a host of learning opportunities for instructors as well as students. This paper discusses financial autopsies as a form of experiential learning…

This student manual and answer book/teacher's guide focus on the industry-specific information and skills needed by students who plan to enter, or who may already be receiving, training in a financial institution, such as commercial banks, savings and loans, and credit unions, as well as pawn shops, credit departments of retail stores, and other…

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…

This guide contains 15 lesson plans on financial topics for high school students. The lessons cover the following: (1) securities in the U.S. economy; (2) careers in finance; (3) commercial banking interest rates; (4) understanding financial statements; (5) newspaper stock tables; (6) financial institution operations; (7) foundation…

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 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 booklet, written with the beginning investor in mind, will help readers set clear-cut financial goals and develop a savings and investment program for achieving them. It is suitable for personal use by adults or for classroom use in junior high through adult consumer education classes. The booklet provides information on a variety of savings…

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…

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…

Path analysis examines an analytical model of decision making by lending officers of 211 Texas banks when recommending agricultural technology to farmer-clients. Model analyzes effects of loan officers' ascribed/achieved personal characteristics and perceptions of organizational constraints during three stages of decision process: using…

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…