This brochure was prepared because of increasing CASE member interest in the possibility of offering life, health, and automobile insurance programs to alumni as a source of additional income to alumni associations and schools. Ideas and approaches to consider before establishing such programs are offered, but neither specific programs nor legal…

Encourages educational institutions to strengthen their financial positions by taking advantage of the current "marketing war" among United States banks. Suggests increasing the yield of available funds, reducing idle cash balances, and increasing available investment funds as three criteria for choosing the right bank or combination of…

Reviews contemporary financial counseling programs and their goals. A self-control approach involves the entire family and considers the possibility of other family problems. An intervention program aimed at modifying problem behavior may be developed and budgeting skills may be taught. (JAC)

The economic utility of the following 5 weighting methods for evaluating consumer loan applications was determined using a sample of 443 loans: (1) unit; (2) weighted application blank; (3) chi square; (4) Bayes; and (5) regression. The unit and weighted application blank procedures were the best approaches. (SLD)

This article presents arguments in favor of the federal government providing loans directly to higher education students (without intermediate lenders and secondary markets). It explains loan funding, processing, fund dispersal, college responsibilities, and remaining legislative hurdles. It attempts to dispel myths, such as that direct loans…

This publication is a timely reminder of the innovative ways in which universities are providing skilled graduates for all sections of the economy. Working with employers is key to this; as the higher education (HE) sector begins to operate in a competitive market, employer-led provision will enable delivery of the skills that the labour market…

This brochure contains suggestions for individuals repaying student loans on how they might benefit from Direct Loans, a program which consolidates multiple loans into a single account and offers favorable repayment terms, convenience, financial flexibility, and competitive interest rates. The brochure contains information on factors to be…

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…

The history of the role of state guarantee agencies in the Guaranteed Student Loan (GSL) Program is reviewed in terms of the initiation of the GSL program, the growth of the Federally Insured Student Loan Program, the initiation of the special allowance, and the Education Amendments of 1972, the Education Amendments of 1976, the Middle Income…

A study examined the job functions of certified financial planners, the areas of knowledge needed by new financial planners, the links between these knowledge areas and the job functions of financial planners, and the validity of the examinations currently used by the College of Financial Planning to certify financial planners. A multimethod…

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…

A guide for foreign students who need information on the cost of higher education in the United States is presented. Responsibilities of foreign students in meeting these costs are addressed, along with types of financial help that may be available to them from colleges and other sources, applying for financial aid, and planning the financial…

This annotated bibliography contains summaries of studies of consumer services in 39 fields, plus summaries of publications of interest to consumer advocates, published during the past 10 years. Since most service providers do business in a single locale, the evaluations are usually local in scope (for example, a comparison of major appliance…

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…

This document was prepared in response to the 1973 Minnesota legislature request to "prepare a detailed plan for a fiscal accounting and reporting system of program expenditures for elementary, secondary, and area vocational schools." The plan addresses the organizational and procedural changes, financial resources, and time necessary to…