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