In the increasingly complex and competitive global marketplace, many students seek to gain multiple skills and credentials that can aid them in their career goals. One such career strategy weds a general overarching comprehensive degree with a specific and targeted skill set. This paper provides a viable curriculum path for students who seek…

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…

Designed to be used with the General Marketing Curriculum Guide (ED 156 860), this guide is intended to provide the curriculum coordinator with a basis for planning a comprehensive program in the field of marketing and to allow marketing and distributive education teacher-coordinators maximum flexibility. It contains job competency sheets in ten…

TO DETERMINE THE EMPLOYMENT OPPORTUNITIES AND TRAINING NEEDS IN THE FINANCE, INSURANCE, AND REAL ESTATE INDUSTRY OF LOUISIANA, DATA WERE OBTAINED FROM PERSONAL INTERVIEWS OF 102 FIRMS REPRESENTING 25.4 PERCENT OF THE INDUSTRY AND EMPLOYING 7,849 WORKERS. FINDINGS INCLUDED--(1) IN 1965, 30,843 PERSONS WERE EMPLOYED IN 56 DIFFERENT JOBS OR…

Information contained in this handbook is intended to provide a picture of the credit union job market and hiring procedures as they relate to young applicants. Section 1 of the handbook describes what credit unions are and why they are interested in young employees. Section 2 details the credit union job market, including discussion of jobs…

The general purpose of the occupational analysis is to provide workable, basic information dealing with the many and varied duties performed in the bank teller occupation. The document opens with a brief introduction followed by a job description. The bulk of the document is presented in table form. Ten duties are broken down into a number of…

The course aims to help students develop an understanding of the organization of corporations, corporate stock and bond transactions, fiscal reports, income tax returns, and dividends. Students also analyze financial statements and complete a corporation practice set. An outline of course content includes: (1) equipment and supplies, (2)…

Details of teacher-developed lessons in banking are extensively profiled. (MP)

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 reports on an analysis conducted to find out how white-collar workers have been affected by the latest developments in computerization and how current changes influence work organization, personnel training, and skills. The document consists of an introduction, seven chapters, and an 18-page bibliography. The first chapter examines…

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…

Basic concepts in long- and short-term financing of real estate property are discussed in this text for real estate personnel. Two of the more important of these are leverage, the relationship between the return received by the equity and mortgage investors, and risk, the assessment of the probability that all or part of the investment may be…

The general purpose of the occupational analysis is to provide workable, basic information dealing with the many and varied duties performed in the credit investigation occupation. The document opens with a brief introduction followed by a job description. The bulk of the document is presented in table form. Four duties are broken down into a…

The general purpose of the occupational analysis is to provide workable, basic information dealing with the many and varied duties performed in the credit collection occupation. The document opens with a brief introduction followed by a job description. The bulk of the document is presented in table form. Three duties are broken down into a number…