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Dockter, DuWayne L. – Journal of Curriculum and Teaching, 2013
The principle purpose of this article serves a number of purposes. Among them, it provides instructors with a tested financial statement report project. It also helps students to develop higher-level learning skills. In addition, the project provides an opportunity for students to apply their basic accounting knowledge to the analysis and use of…
Descriptors: Annual Reports, Financial Services, Financial Audits, Accounting
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Carver, Andrew B. – Decision Sciences Journal of Innovative Education, 2013
Equity Indexed Annuities (EIAs) are controversial financial products because the payoffs to investors are based on formulas that are supposedly too complex for average investors to understand. This brief describes how Monte Carlo simulation can provide insight into the true risk and return of an EIA. This approach can be used as a project…
Descriptors: Monte Carlo Methods, Investigations, Financial Services, Simulation
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Goodwin, Robyn E.; Groth, Markus; Frenkel, Stephen J. – Journal of Vocational Behavior, 2011
The present study investigates the relationship between the emotional labor strategies surface acting and deep acting and organizational outcomes, specifically, employees' overall job performance and turnover. Call center employees from two large financial service organizations completed an online survey about their use of surface and deep acting.…
Descriptors: Employees, Job Performance, Labor, Emotional Response
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Lim, Younghee; DeJohn, Tara V.; Murray, Drew – Social Work, 2012
As the United States' economy continues to experience challenges, more families at or near the poverty level fall prey to predatory financial practices. Their vulnerability to these operations is increased by a lack of knowledge of asset-building resources and alternative financial services. This article focuses on Volunteer Income Tax Assistance…
Descriptors: Financial Services, Poverty, Taxes, Tax Credits
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Mukherjee, Moumita; McKinney, Lyle; Hagedorn, Linda Serra; Purnamasari, Agustina; Martinez, Franco Santiago – Community College Journal of Research and Practice, 2017
Using 1,400 survey responses collected from two large urban community college systems in Texas, this study examined how students' financial habits, stress, and well-being influenced their enrollment behaviors. Working students, compared to their nonworking peers, reported significantly lower levels of overall financial well-being. After…
Descriptors: Community Colleges, Two Year College Students, Two Year Colleges, Enrollment
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Moy, Ronald L.; Terregrossa, Ralph – American Journal of Business Education, 2011
This note points out that realized compound yield (RCY) has a similar concept from capital budgeting; namely, modified internal rate of return. Recognizing this relationship makes it easier to teach the concept and allows students to easily compute RCY using a financial calculator.
Descriptors: Financial Services, Calculators, Computation, Accounting
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Marchand, Richard J. – PRIMUS, 2014
This paper provides suggestions for preparing students to take the actuarial examination on financial mathematics, SOA/CAS Exam FM/2. It is based on current practices employed at Slippery Rock University, a small public liberal arts university. Detailed descriptions of our Theory of Interest course and subsequent Exam FM/2 prep course are provided…
Descriptors: Risk Assessment, Mathematics Education, Financial Services, Test Preparation
National Association of College and University Business Officers, 2012
This report provides survey results of a study of institutions' student account and loan receivables, payment channels, credit balance refunds, third-party payments, staffing and student financial services expenditures during the fiscal years from 2008-2011. [For "2011 Student Financial Services Benchmarking Report," see ED608487.]
Descriptors: Student Financial Aid, Financial Services, Loan Repayment, Expenditures
Training, 2012
"Training" magazine taps 2012 Training Top 125 winners and Top 10 Hall of Famers to provide their learning and development best practices in each issue. In this article Robin Connolly (The PNC Financial Services Group, Inc.), Michael Pico (Caesars Entertainment Corporation), Krishawna Henderson (Caesars Entertainment Corporation), Tara Bodine…
Descriptors: Job Training, Workplace Learning, Best Practices, Success
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Morrow, Paula C.; McElroy, James C.; Scheibe, Kevin P. – Journal of Vocational Behavior, 2012
Prior research on the effects of office redesign on work-related outcomes has been largely a theoretical and yielded mixed and conflicting findings. Expanding on individual reactions to office design changes as specified by social interference theory, we propose that office redesign affects organizational commitment and this relationship is…
Descriptors: Financial Services, Employees, Employee Attitudes, Work Environment
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Lim, HanNa; Heckman, Stuart J.; Letkiewicz, Jodi C.; Montalto, Catherine P. – Journal of Financial Counseling and Planning, 2014
Financial stress and self-efficacy are examined in relationship to college students' financial help-seeking behavior utilizing Grable and Joo's (1999) framework. A cognitive approach is taken by focusing on the moderating role of financial self-efficacy on the relationship between financial stress and financial help-seeking. Data from the 2010…
Descriptors: College Students, Financial Problems, Stress Variables, Help Seeking
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Klugman, Stuart; Long, Gena – PRIMUS, 2014
The Society of Actuaries (SOA) is the world's largest actuarial organization. This article describes the SOA with particular attention paid to its education and qualification processes and resources available for university and college programs.
Descriptors: Risk Assessment, Professional Associations, Organizational Theories, Qualifications
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Boneck, Robin; Barnes, Jeffrey N.; Stillman, Tyler F. – Journal of College Teaching & Learning, 2014
The authors describe how Southern Utah University has integrated the U.S. Internal Revenue Service (IRS) Voluntary Income Tax Assistance (VITA) program as an experiential servicelearning activity for over a decade and a half. First, we describe the value of experiential servicelearning. Second, we detail the program, its oversight, its student…
Descriptors: Service Learning, Experiential Learning, College Students, Volunteers
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Bamber, Matthew – Assessment & Evaluation in Higher Education, 2015
A group of postgraduate accounting and finance students were asked to participate in a three-phase exercise: sit an unseen past examination question; mark a fully anonymised previous student solution (exemplar); and then mark their own work. The marking process was facilitated by explaining and discussing the marking guide, assessment systems and…
Descriptors: Stakeholders, Self Efficacy, Accountability, Accounting
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Kyng, Tim; Tickle, Leonie; Wood, Leigh N. – International Journal of Mathematical Education in Science and Technology, 2013
Software, particularly spreadsheet software, is ubiquitous in the financial services workplace. Yet little is known about the extent to which universities should, and do, prepare graduates for this aspect of the modern workplace. We have investigated this issue through a survey of financial services employers of graduates, the results of which are…
Descriptors: Financial Services, Employer Attitudes, Skill Analysis, Computer Software
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