Financial services...'09 phoenix

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:

– [email protected]

– Collaboration Network: christencarlson

• Blog: Christen’s Thoughts and Ideas…

• Course Forum: Financial Services