A survey of 100 securities analysts at investment banking firms in the United States and United Kingdom showed that individual characteristics have little influence on the information sources and communication channels used by analysts, but institutional resources significantly influence the information and communication channels used, and also…

Top business schools in the 1980's have sent more students to Wall Street's investment and brokerage houses than in past years when the schools were considered training grounds for corporate managers. With Wall Street's gyrations, business students are thinking about jobs in marketing and sales. (MLW)

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…

Demonstrates how a simple portfolio problem expressed explicitly as an expected utility maximization problem can be used to instruct students in portfolio theory. Discusses risk aversion, decision making under uncertainty, and the limitations of the traditional mean variance approach. Suggests students may develop a greater appreciation of general…

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 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…