Financial planning is an interdisciplinary field including finance and business law topics. Consequently, standard pedagogical resources often omit topics that fall between these fields. To address a key gap in educational materials for financial planning students and faculty, this article reviews recent regulatory developments for financial…

This instructional tool presents pension accounting using a worksheet approach where debits equal credits for both the employer and for the plan. Transactions associated with the initiation of the plan through the end of the second year of the plan are presented, including their impact on accumulated other comprehensive income and deferred taxes.…

The publication was produced in cooperation with the New York State Banking Department and is intended primarily as a teaching module to introduce high school students to how banks operate and how consumers can make best use of a bank's services. There is no assumption of prior banking experience or knowledge. In addition to some brief notes to…

The concept of preretirement planning is discussed: its advantages for the employer, the range of program activities, the successful program format, types of participants, meeting sites, discussion leader, and types of hand-out materials. (CT)

Discusses the authors' experiences with integrating financial calculators into a business mathematics course. Presents a brief overview of the operation of financial calculators, reviews some of the more common models, discusses how to use the equation solver utility on other calculators to emulate a financial calculator, and explores the…

This document is an instructional module package prepared in objective form for use by an instructor familiar with inventory records, purchasing and budgeting for water and wastewater treatment plants. Included are objectives, instructor guides, student handouts, and transparency masters. The module considers methods of inventory control, proper…

This guide lists teaching packages, audiovisual materials, and resource materials produced and published by the Federal Reserve System that are specifically designed for teachers and can be adapted easily to classroom use. Materials are listed by intended audience level: elementary, high school, or college. Materials cited are ordered directly…

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…

The Board of Governors of the Federal Reserve System and the Federal Reserve Banks administer more than two dozen regulations affecting a wide variety of financial activities. The regulations concern the functions of the central bank and its relationships with financial institutions, the activities of commercial banks and bank holding companies,…

The teacher's guide is for a high school unit on personal income management, part of a family financial education program which also includes a unit on accepting credit responsibility. It can be used by teachers of any subject attempting to develop in students habits and attitudes in the area of earning, saving, and spending. The unit is based on…

Eleven instructional units (divided into two sections) are provided in this curriculum guide for a one-year course for 12th grade students or adults who are interested in pursuing a career in the banking or savings and loan field. Unit titles in section 1 are Human Relations and Self Improvement, Relationship with Other People, and Coping with…

The student workbook was designed for a high school unit on personal income management, part of a family financial education program which also includes a unit on accepting credit responsibility. The student guide follows the same format as the teacher's guide and is based on three experiences--understanding checks, using a checking account, and…

This module on how to choose and keep a checking account is one of ten in the Money Smart curriculum, and includes an instructor guide and a take-home guide. It was developed to help adults outside the financial mainstream enhance their money skills and create positive banking relationships. It is designed to enable participants to open and keep a…

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…