Advanced financeppt f_thew_v3_063009

2009 Institute for Staff Development

Students Today, Leaders Tomorrow

Who Wouldn’t Like Who Wouldn’t Like to Be a Millionaire:to Be a Millionaire:Teaching NAF’s Advanced Teaching NAF’s Advanced Finance CourseFinance Course

2009 NAF Summer Institute July 7-11, 2009 Phoenix, AZ

2009 Institute for Staff DevelopmentStudents Today, Leaders Tomorrow

About Me• Fran Thew—John I. Leonard High

School:

Greenacres, Florida

• Chair of Business/Computer Science departments

• Got started with NAF in YOP for AOF

• 2007-2008 Curriculum Fellow: Advanced Finance

• 2008-2009 Curriculum Leader


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


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.


Advanced Finance: Assumptions and Prerequisites

Students have

completed Principles of

Finance

Students have

completed Principles of

Finance

Students have a solid

understanding of financial concepts

Students have a solid

understanding of financial concepts

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).


Advanced Finance: Course Topics

• Financial Concepts• Profit and Risk• Financial Analysis Strategies• Capital and Financial Markets – stocks, bonds,

financial institutions• Employees, Taxes and Ethics including

Globalization of Business• Careers in Finance


Course Introduction: Projects

Minor ProjectMinor Project

• Students function as a consulting firm hired by Eduardo Cisneros of ECPak Company (a business producing MP3 players) to help him improve his profit as his business begins to grow

• Students function as a consulting firm hired by Eduardo Cisneros of ECPak Company (a business producing MP3 players) to help him improve his profit as his business begins to grow

• Student teams role-play company representatives pitching to a group of investors about the financial benefits of investing in their chosen company.

• Driving Question: “How can we, as company representatives, best encourage investors to invest in our company?”

• Student teams role-play company representatives pitching to a group of investors about the financial benefits of investing in their chosen company.

• Driving Question: “How can we, as company representatives, best encourage investors to invest in our company?”

Culminating Project

Culminating Project


Sample Student Presentations

• Lesson 8 – 401K Financing

• Lesson 9 – Introduction to the Stock Market

• Lesson 9 – Stock Exchange

• Lesson 10 – Bonds

• Lesson 10 – Mutual Funds

• Lesson 12 – Child Labor

• Lesson 15 – Environmental and Social Satisfaction


Experience the Curriculum• Lesson Name: Business Life Cycle

– Unit 1: Getting Started

– Lesson 2: Financial Concepts

• Learning Concept: The business life cycle stages of business growth, development, and decline.

• Instructional Strategy: List/Group/Label


Experience the Curriculum

• Discussion:

– How might you use list-group-label in your classroom?

– How is this strategy similar and/or different to what you already do in the classroom?


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.


Collaboration Network

• Andy Rothstein’s Blog

• Discussion Forums for all NAF courses

• Multimedia presentations

• Curriculum Spotlight: Advanced Finance


Thank you!

• For more information, contact me:

– [email protected]

– Collaboration Network: FranThew

• Blog: Fran Thew's Musings on the NAF Curriculum and the World of Computers

• Course Forum: Advanced Finance

Economy & Finance

Advanced financeppt f_thew_v3_063009