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Financial services...'09 phoenix


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Financial services...'09 phoenix

  1. 1. Getting Started with NAF’s Financial Services Course: Teaching Financial Services 2009 NAF Summer Institute July 7-11, 2009 Phoenix, AZ
  2. 2. About Me <ul><li>Christen Cohn—Fort Lee High School: </li></ul><ul><li>Fort Lee, New Jersey </li></ul><ul><li>Teaching for 4.5 years in the field of Business: accounting, financial services, and international finance </li></ul><ul><li>2007-2008 Curriculum Fellow: Financial Services and Principles of Accounting </li></ul><ul><li>2008-2009 Curriculum Leader </li></ul>
  3. 3. NAF Curriculum: Introducing the Academy of Finance Courses Currently Offered (with pilot complete) Courses to be added (and piloted) in 2009-2010 <ul><li>Introduction to Financial Services </li></ul><ul><li>Advanced Finance </li></ul><ul><li>Business Economics </li></ul><ul><li>Ethics in Business </li></ul><ul><li>Financial Planning </li></ul><ul><li>Financial Services </li></ul><ul><li>Principles of Accounting </li></ul><ul><li>Principles of Finance </li></ul><ul><li>Entrepreneurship </li></ul><ul><li>Insurance </li></ul><ul><li>Managerial Accounting </li></ul><ul><li>Business in a Global Economy </li></ul>
  4. 4. NAF Curriculum Highlights NAF Curriculum Beliefs Standards-Based Rigor Relevant Project-Based Learning Literacy Integration Flexibility
  5. 5. NAF Curriculum Highlights: PBL Recognize students’ inherent drive to learn. Encourage collaboration and cooperation. Use performance-based assessments that require a range of skills and knowledge. Highlight questions that lead students to in-depth exploration of authentic and important topics.
  6. 6. Financial Services: Assumptions and Prerequisites Students have completed Principles of Finance Students have a basic understanding of different business models. Students can identify services offered by banks. Students have some basic computer skills (ability to type, use word processing programs, do simple Internet research).
  7. 7. Financial Services: Course Topics <ul><li>Getting Started </li></ul><ul><li>Banking </li></ul><ul><li>Financial Analysis Strategies </li></ul><ul><li>Capital and Financial Markets </li></ul><ul><li>Contemporary Banking Issues </li></ul><ul><li>Careers in Financial Services </li></ul>
  8. 8. Course Introduction: Projects Minor Project <ul><li>Student teams become financial advisors to help hypothetical clients create an investment portfolio to meet their needs. </li></ul><ul><li>Each team presents their investment portfolio to a guest audience at the end of the lesson. </li></ul><ul><li>Students respond to a RFP from a city leader. </li></ul><ul><li>Students create an executive summary that highlights two financial services that best serve the community through commercially promoting that location. </li></ul>Culminating Project
  9. 9. Experience the Curriculum <ul><li>Setting Financial Goals: </li></ul><ul><ul><li>Unit 3: Investments </li></ul></ul><ul><ul><li>Lesson 7 : Introduction to Investing </li></ul></ul><ul><li>Concepts to investing and reasons why people invest. </li></ul><ul><li>Become financial advisors to make recommendations about investment portfolio </li></ul>
  10. 10. Experience the Curriculum <ul><li>Discussion: </li></ul><ul><ul><li>Identify the thought process of what a financial advisor goes through when creating a portfolio for a client. </li></ul></ul><ul><ul><li>How is this role-play similar or different to what you already do in the classroom? </li></ul></ul>
  11. 11. Student Learning Artifacts
  12. 12. Support from Curriculum Leaders Here to help – both with content and pedagogy. Ready to hear your ideas about how to revise and improve the course. Contact information is always available on the Course Overview page of the NAF Curriculum Library.
  13. 13. Collaboration Network <ul><li>Andy Rothstein’s Blog </li></ul><ul><li>Discussion Forums for all NAF courses </li></ul><ul><li>Multimedia presentations </li></ul>
  14. 14. Thank you! <ul><li>For more information, contact me: </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><ul><li>Collaboration Network: christencarlson </li></ul></ul><ul><ul><ul><li>Blog: Christen’s Thoughts and Ideas… </li></ul></ul></ul><ul><ul><ul><li>Course Forum: Financial Services </li></ul></ul></ul>