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HCS Curriculum: Career Technology 9 – 12 Finance Academy 1

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Hoover City Schools Secondary Curriculum Document

Career Technical Education, 2009 - 2010 Links to Document Content:

Basic Course Information Instructional Sequence

Instructional Units / Learning Outcomes Alabama COS Correlation

Additional Notes / Resources

Basic Course Information:

Course Title: Finance Academy 1

Grade Level: 9 – 10

Course Description:

Finance Academy 1 is a one-credit foundation course designed to assist students in developing technological proficiencies in word processing, spreadsheets, databases, presentations, communications, Internet use, ethics, and careers using technology applications. Simulations and projects promoting teamwork, leadership, and workplace skills offer further opportunities for applications of knowledge and skills.

Finance Academy 1 also covers a course in Personal Finance which introduces students to the management of personal and family resources to achieve personal goals and financial literacy. The course provides opportunities for students to explore individual and family money management, use of credit, income tax, technology, and careers in providing financial services to individuals and families, choices that affects income, financial decision and planning, buying decisions, paying for credit, and credit problems and laws.

Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL), the Association for Marketing Students (DECA), and SkillsUSA are cocurricular components of this course. These student organizations enhance classroom instruction, develop leadership skills, and provide opportunities for professional growth and service.

State COS Correlate: Business Technology Applications

Calendar Type: Year

Pre-requisite: Finance Academy Application and Acceptance Letter

Co-requisite: None

LEA Curriculum Authors: Glenith N. Moncus


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Instructional Content Sequence:

Unit #

Unit Titles

1st nine-weeks COS Standards

1 Workplace Skills 15, 16, 17, 23

2 Ethics 13, 14

3 Computer Hardware and Software 1, 2, 3

4 Internet 10, 21, 22

Unit #

Unit Titles

2nd nine-weeks COS Standards

5 Choices that Affect Income 20, 24, 12

6 Microsoft Word 4, 5, 13

7 Microsoft Excel 1, 6

8 Money Management 20, 24

Unit #

Unit Titles

3rd nine-weeks COS Standards

9 Buying Decisions 20, 24

10 Microsoft PowerPoint 8, 9

11 Paying for Credit 20, 24

12 Credit Problems and Laws 20, 24

Unit #

Unit Titles

4th nine-weeks COS Standards

13 Savings and Investing 20, 24

14 Microsoft Access 7

15 Employment Skills 5, 12

16 Integration Project 11, 18, 19

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Instructional Units / Learning Outcomes:


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Unit 1- Workplace Skills Guiding Question: What are the skills needed to succeed in an entry level job? Suggested Resources:

Micro Type 4 Software

Microsoft Office 2007, Shelly Cashman, Thomson-Southwestern

http://oc.course.com/sc/off2007/index.cfm

www.fbla-pbl.org

# Outcome-Based Objectives Priority Essential Products

1 Demonstrate touch typing technique of alphabetic keyboard and numeric keypad

R

2

Apply safe and healthy standards in the workplace which includes procedures and conditions; tools and dress; the use of technology; emergency procedures; and work area maintenance

M

3 Participate in student organization activities to enhance leadership and teamwork

M

4

Analyze the organizational structure of a business to determine roles and responsibilities of employees and functions of departments and units

I

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Unit 2- Ethics Guiding Question: How do ethics affect personal and workplace success? Suggested Resources:

Intel Education: The Journey Inside – Technology and Society http://educate.intel.com/en/thejourneyinside/


1 Assess the impact and influence of technology systems on society

M

2 Analyze cultural, social, economic, environmental, and political effects and trends of technology

I

3 Practice safe, ethical, and legal use of technology systems and digital content

I


http://www.fbla-pbl.org/

http://educate.intel.com/en/thejourneyinside/


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4 Analyze the consequences of unsafe, illegal, and unethical use of technology systems and digital content

I

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Unit 3- Computer Hardware and Software Guiding Question: How do computers work and how can one solve basic computer and

networking problems? Suggested Resources:

Intel Education: The Journey Inside http://educate.intel.com/en/thejourneyinside/

Microsoft Office 2007 Text, Shelly Cashman, Thomson-Southwestern



1

Utilize advanced technology utilities, including compressing files, converting files, importing files, and transferring data among applications

I

2 Diagnose problems related to technology systems and demonstrate basic computer and printer preventive maintenance

R

3 Analyze computer hardware to determine software compatibility

R

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Unit 4- Internet Guiding Question: How does the Internet work and how can it be used for personal and

workplace success? Suggested Resources:

Intel Education: The Journey Inside http://educate.intel.com/en/thejourneyinside/

Microsoft Office 2007 Text, Shelly Cashman, Thomson-Southwestern



1 Critique the Internet and digital information I






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for validity, accuracy, bias and current relevance

2 Explain data encryption procedures I

3 Utilize digital sources to address real-world problems

R

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Unit 5- Choices that Affect Income Guiding Question: What are the factors that affect income and lifestyle? Suggested Resources:

www.bls.gov

Personal Finance Text by Joan S. Ryan, Thomson-Southwestern


1 Explain how the job market and career choices affect the money a person may earn over a life time

M

2 Describe how the economy can affect income, career choices, and decisions

M

3 Discuss training and skills that workers need for job success

M

4 Research career and entrepreneurial opportunities, responsibilities and educational and credentialing requirements

I

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Unit 6- Microsoft Word Guiding Question: How can you use Microsoft Word for personal and workplace

success? Suggested Resources:

Microsoft Office 2007, Shelly Cashman series, Thomson-Southwestern



1 Utilize word processing software to create M Business Letters,

http://www.bls.gov/



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professionally written business correspondence documents using various data input techniques

Personal Business Letters, MLA Reports, and Resume

2 Utilize e-mail messages in accordance with established business standards

M

3 Utilize advanced features of word processing M

4 Utilize wizards and templates in business correspondence documents

M

5 Practice safe, ethical and legal use of technology in citing sources of digital content using a style manual (MLA and APA)

M

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Unit 7- Microsoft Excel Guiding Question: How can you use Microsoft Excel for personal and workplace


Microsoft Office 2007, Shelly Cashman series, Thomson-Southwestern



1 Utilize spreadsheet feature including formulas, functions, sorting, and filtering data, templates, charts, graphs

M

2 Utilize advance technology utilities such as converting files, importing files and transferring data among applications

M

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Unit 8- Financial Decision and Planning Guiding Question: What are the different tools for financial decisions and planning? Suggested Resources:

Personal Finance Textbook by Joan S. Ryan, Thomson-Southwestern




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1 Compare money-management tools and services available from financial institutions

M

2 Prepare a personal income and expense statement

M Income and Expense Statement

3 Prepare a personal monthly budget using the “pay-yourself-first” philosophy

M Personal Monthly Budget

4 Prepare a personal financial plan M Financial Plan

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Unit 9- Buying Decision Guiding Question: What steps should you follow before making a purchase or before

using credit? Suggested Resources:



1 Explain the advantages of using a buying plan M

2 List the steps of a buying plan M

3 Set criteria for selecting one item over another to buy

M

4 Explain why comparison shopping leads to better buying decisions

M

5 Create a buying plan M Buying Plan

6 Describe the sources and benefits of credit M

7 Explain difference between fixed and variable interest rates

M

8 Use three different methods for computing finance charges

M

9 Compare credit card offers I

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Unit 10- Microsoft PowerPoint Guiding Question: How can you use PowerPoint for personal and workplace success? Suggested Resources:



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1

Determine effective digital tools for publishing projects such as web page authoring software, coding, wikis, blogs and pod casts

M

2

Utilize advanced feature of multimedia software to create and present multimedia presentation using effective communication skills

M

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Unit 11- Paying for Credit Guiding Question: What is the cost of using credit and how can you pay for it? Suggested Resources:



1 Describe manual and electronic payment options for making payments

M

2 Compare and contrast manual and electronic payment options

M

3 Discuss prepayment penalties M

4 Discuss why a loan might be paid early M

5 Compare and contrast different types of consumer loans (personal loans, secured loans, student loans etc)

M

6 Describe the purpose of a mortgage calculator

I

7 Explain why using credit may tie up future income

I

8 List ways you can reduce and avoid credit cost M

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Unit 12- Credit Problems and Laws Guiding Question: How does the government help and protect individuals who are

using credit and individuals that have credit problems? Suggested Resources:



1 Describe ways to prevent credit card fraud M

2 Explain how to dispute an error on credit statement

M

3 Describe the purpose of consumer advocacy groups

M

4 Explain how government consumer protection services help consumers

M

5 List ways to prevent garnishments and repossession of assets

M

6 Explain the purposes of bankruptcy I

7 List strategies to avoid bankruptcy I

8 Describe the purposes of several consumer protection laws

I

9 Explain the purpose of credit report and credit score

M

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Unit 13- Savings and Investing Guiding Question: What are benefits of savings and investing as well as the different

ways to save and invest? Suggested Resources:



1 Compare saving and investing M

2 Describe reasons for saving and investing M

3 Describe the concept of financial security M

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Unit 14- Microsoft Access Guiding Question: How can you use Microsoft Access for personal and workplace





1 Utilize advanced feature, including sorting, filtering and merging data

M

2 Create database reports M

3 Organize database contents using formatting and editing tools

I

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Unit 15- Employment Skills Guiding Question: How does these all tie up together? Suggested Resources:

www.bls.gov


1 Determine procedures for obtaining employment

M

2 Complete an Application Form M Completed Application Form

3 Create a Resume, Cover Letter, Thank You Note, and Follow Up Letter

M Current Resume, Cover Letter, Thank You Note and Follow up Letter

4 Role Play Interviewing Process M

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Unit 16 - Integration Project Guiding Question: How can I apply the skills acquired in this course in the workplace? Suggested Resources:


http://www.bls.gov/


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1 Collaborate with peers and experts using curriculum-related content in digital environments

R

2 Create simulation using digital tools R

3 Create a product that integrates information from multiple software applications

R

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Alabama Course of Study Correlation: Career Technical Education

COS Title Business Technology Applications Bulletin 2008

# COS Standards HCS Unit-Objective

1

Utilize advanced technology utilities, including compressing files, converting files, importing files, exporting files, and transferring data among applications.

Describing networked computer functions

Demonstrating electronic file management skills

Comparing hardware and software functions

3.1 6.2

2 Analyze computer hardware to determine software compatibility.

Comparing functions of various operating systems 3.3

3

Diagnose problems related to technology systems, including advanced network systems, hardware, and software.

Demonstrating basic computer and printer preventive maintenance

Determining strategies to correct malfunctioning network systems, hardware, and software

3.2

4 Utilize advanced features of word processing software, including outlining, tracking changes, hyperlinking, creating macros, developing forms, and mail merging.

6.3

5

Utilize word processing software to demonstrate professional writing skills by producing and editing business correspondence documents using various data input techniques.

Utilizing e-mail messages in accordance with established business standards by recognizing appropriate electronic communication behavior

Demonstrating various manuscript formatting styles in business

6.1 6.2 6.4

15.3



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and correspondence documents

Utilizing wizards and templates in business and correspondence document

6 Utilize spreadsheet features, including formulas, functions, sorting, and filtering data, templates, charts, and graphs in creating, editing, and printing workbooks.

7.1

7

Utilize advanced features of database software, including sorting, filtering, querying and merging data, and creating reports.

Organizing database content using formatting, editing, and records tools

14.1 14.2 14.3

8 Utilize advanced features of multimedia software, including photo, video, and audio editing, to create and present multimedia presentations using effective communication skills.

10.2

9 Utilize digital tools to deliver commerce and information technology curriculum-related content to an audience.

Determining effective digital tools for publishing projects 10.1

10 Critique the Internet and digital information for validity, accuracy, bias, and current relevance.

4.1

11 Create a product that integrates information from multiple software applications.

16.1

12

Utilize research results to determine career and entrepreneurial opportunities, responsibilities, and educational and credentialing requirements in commerce and information technology.

Determining factors to be considered in developing an effective career plan and procedures for obtaining employment

Using terminology commonly associated with commerce and information technology

5.4 15.1 15.2 15.4

13

Practice safe, ethical, and legal use of technology systems and digital content.

Explaining consequences of unsafe, illegal, and unethical use of technology systems and digital content

Interpreting copyright laws and policies with regard to ownership and use of digital content

Citing sources of digital content using a style manual

2.3 5.5

14

Analyze cultural, social, economic, environmental, and political effects and trends of technology to assess emerging technologies and forecast innovations.

Recognizing the influence of digital media on audiences

Identifying factors that affect access to technology

Assessing the impact of networked technology systems on society

Comparing capabilities of various technologies to address personal, social, and lifelong learning and career needs

2.4

15 Apply safe and healthy work standards in the workplace for procedures 1.2


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and conditions; tools, dress, and the use of technology; emergency procedures; and work area maintenance.

16 Analyze the organizational structure of a business to determine roles and responsibilities of employees and functions of departments or units.

1.4

17 Demonstrate knowledge and skills gained through student organization activities to enhance leadership and teamwork.

1.3

18

Demonstrate collaborative skills using curriculum-related content in digital environments.

Using collaborative digital tools to compare multicultural perspectives on global issues

16.1

19 Create simulations using digital tools.

Demonstrating programming logic used to create a product 16.2

20

Critique various ways to become financially literate, including identifying credit card use and misuse; explaining ways to avoid identity theft; identifying reasons for budgeting, saving, and investing; comparing rates of interest as they relate to various time frames in the repayment of loans; and determining how debt influences future employment and purchases.

5.1 to 5.4 8.1 to 8.4 9.1 to 9.8

21 Explain data encryption procedures. 4.2

22

Utilize interactive models and digital sources to address real-world problems.

Disaggregating data electronically to formulate and defend conclusions

4.3

23 Demonstrate knowledge and skills gained through student organization activities to enhance leadership and teamwork.

1.3

24

Critique various ways to become financially literate, including identifying credit card use and misuse; explaining ways to avoid identity theft; identifying reasons for budgeting, saving, and investing; comparing rates of interest as they relate to various time frames in the repayment of loans; and determining how debt influences future employment and purchases.

5.1 to 5.4 8.1 to 8.4 9.1 to 9.8

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Additional Notes / Resources: 1. Students must turn in a completed Finance Academy Application Form to be admitted in

Finance Academy. 2. Student membership and participation in FBLA is highly encouraged in order to meet the

third objective in Unit 1. 3. Resources:

Online Testing – www.quia.com (Teacher must create an account with Quia Web. The annual fee is $40.00 – they take Purchase Orders through the school)

http://www.quia.com/


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Exam View software

National Standards for Business Education

National Council for Economic Education – www.ncee.net

Jump Start Coalition for Personal Financial Literacy - www.jumpstartcoalition.org 4. Organizations:

Future Business Leaders of America

National Business Education Association

Alabama Business Education Association

National Academy Foundation

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http://www.ncee.net/

http://www.jumpstartcoalition.org/

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