Course Syllabus

Course Title:              National Academy Foundation II         

Course Number:        74223

Program Name:          Finance Academy

Pre-requisites

Required Materials

Text:  Business Finance.  Les R. Dlabay and James L. Burrows.  Australia:  South-Western, 2008.  

Marketing Essentials.  Farese, Kimbrell, and Woloszyk, eds.Les and Scott, James. Australia:  South-Western, 2010.  

Additional items:  Each student is required to bring a writing utensil and notebook paper EVERY day.

Instructor Information

Kevin Rutter                                          Office phone: 773-534-3679

E-mail:Kwrutter@cps.edu                    Website:  www.mrrutter.com

Course Description

This is the second course in a three-year sequence of the Business, Finance and Career Academy Program. NAF II is a course presenting a survey of the principles and practices of banking, credit, and insurance in the United States.  A primary function of this course is to integrate current and relevant workplace skills into learning basic banking/insurance ideologies.  A wide variety of strategies will be implemented to facilitate and maximize student learning.  WARNING:  This class is not a spectator sport; be a player not a participant.  Seven student performance outcomes will guide the studies in this course:

To help achieve the student performance outcomes, the following topics and activities will be explored:

CTE Employability Assessment.  In order to be eligible for internships, the students will develop competencies in the following areas:  Fundamentals, Work Ethic/Character, Problem Solving, Interpersonal, and Computer.

Essential elements:  Self-awareness, goal-setting, soft skills.

·        NAF II Class Portfolio, an essential part of this course is the maintenance of a one inch, three ring binder will be provided to each student and will contain ALL class work.  The materials within the portfolio will be evaluated every five weeks.  This assessment will be based on the completion, organization and proper labeling of all assignments.  Students must come to class prepared every day with textbook, pen and notebook.  Failure to attend class prepared will reflect negatively on grades.

Essential elements:  Organization, note-taking, listening, following directions.

The culminating activities of this class will be:

A.) Business Plan  Each student will

Essential elements:  research, writing, creativity, resource allocation, marketing, economics, teamwork

B.) The Business Professionals of America (BPA) Banking & Finance competition.  Students will learn how to prepare and complete payroll and financial statements for a merchandising business organized as a corporation just as real accountants do.  Students will compete against other Banking & Finance students on the local, state and national levels.                                                                                                                        Essential Elements:  research, note-taking, study skills, financial literacy.

C.) Portage Park Beige Book

Essential Elements:  teamwork, data collection, initiative, research, economics, organization, communication

D.) Northwestern University’s Interview Skills Program

Essential Elements:  communication, organization, appropriate dress attire

Student Performance Assessment

Performance Outcome 1.  The students should be able to understand key Applied Finance with special focus on business applications.

Performance Assessment:  The students will complete a class portfolio containing all homework, notes, assessment and projects.  The portfolios will be collected every 5 weeks to be evaluated. Using a Finance Academy portfolio performance rubric, the students must score at least 75%. 

Performance Outcome 2.  The students should be able to develop a business plan incorporating marketing strategies, risk assessment, code of ethics, and future outlook.

Performance Assessment:  Students will

Performance Outcome 3.  The students should be able to explain the fundamentals of entrepreneurship and the necessary skill-sets required to be a successful entreprenuer

Performance Assessment: 

Performance Outcome 4.  The students should be able to assess the economic conditions of the local community.

Performance Assessment:   Students will participate in the Portage Park Beige Book project.

Performance Outcome 5.  The students should be able to outline careers in business and finance in the United States and abroad.

Performance Assessment:  The students will complete the milestones and guide-ways for junior students at  www.whatsnextillinois.org.  The project must be completed with a score of at least 75% using a Finance Academy adopted rubric and completion of whatsnextillinois.org task list.  End project is a written paper outlining their college and career plan.

Performance Outcome 6.  The students should be able to prepare effectively for interviews. 

Performance Assessment:  The students will engage in Northwestern University’s Interview Skills program.

Performance Outcome 7.  The students should be able to recognize and make use of the Career and Technical Education’s Employability Assessment Guide.

Performance Assessment:  Students will be expected to know the soft skills that are necessary for success in the workplace based on the CTE Employability Assessment.  Students will earn a yes rating on each behavior in the Fundamental Category and at least a 2 = Meets Standard/Expectation on each item in the Work Ethic/Character, Problem Solving, Interpersonal and Computer Categories to be scored at the end 1^st and 3^rd Quarter of CTE Program Years.

Course Grading System

Grades are based on a point system.  Students are advised regarding how many points an assignment is worth.  Students are evaluated using the following criteria:

Grade Point Values

A =  90%  - 100%                   D =  60%  -  69%

B =  80%  -   89%                   F  =  59% or less

C =  70%  -  79%                     

Attendance

Class attendance is extremely important.  Good daily attendance, as well as being on time for class, will positively impact grades.  The reverse will be true if a student misses class or comes late. 

Students who are absent are expected to make up the work assigned during that class period or tests that were given.  It is the student’s responsibility to see the teacher about make-up opportunities.

If a student cuts class or has poor attendance, parents/guardians will be contacted.  If a student has an unexcused absence, make-up opportunities for the work assigned for that day will be subject to the school’s attendance policy regarding cuts and make-up work.

Honesty Policy

The traits of a successful CPS Business, Finance and Careers student are personal integrity and academic honesty. Academic dishonesty is a serious offense, which includes but is not limited to the following:

Cheating involves copying another student's written work, quiz, test, or exam, or the use of technology devices to exchange or submit information as related to course related material (class work, homework, quizzes, tests, projects, co-op work, etc.).  Such practices and activities will not be tolerated and students associated with the like can have any certifications and / or licenses revoked as well as grade adjustments. Failure to comply with classroom policy and procedure will also result in disciplinary action as outlined in the Chicago Public Schools Code of Conduct.

Illinois Learning Standards

Goal 15:  Understand economic systems, with an emphasis on the United States.

Standard A.         Understand how different economic systems operate in the exchange, production, distribution and consumption of goods and services.

Standard B.         Understand that scarcity necessitates choices by consumers.

Standard C.         Understand that scarcity necessitates choices by producers.

Standard D.         Understand trade as an exchange of goods or services.

Standard E.         Understand the impact of government policies and decisions on production and consumption in the economy.

Additional Standards

NETS – National Educational Technology Standards 1-6:  1. Creativity/Innovation, 2.Communication/Collaboration, 3.Research/Data Fluency, 4. Critical Thinking/Problem Solving/Decision Making, 5. Digital Citizenship, and 6. Technology Operations.

SCANS Foundation Skills:  Basic, Thinking and Personal Qualities.

Workplace Skills A-H:  Developing an employment plan, Applying, Communicating on the Job, Economics of Work, Maintaining Professionalism, Adapting with Change, and Problem Solving.

Course Calendar

NAF Notes

9/14 - 9/ 18

http://reg.terau.com/default.aspx?loc=yrc

-Make user name and password the same as your CPS Login and Password

- use school address/phone number and division code for address/phone  boxes

    3601 N. Milwaukee                   Div.  _____

      773 534 3420

Microsoft Unlimited Potential LOGIN SCREEN

http://elearning.terau.com

HOMEWORK:  Computer Basics Lesson Passed 

9/21 - 9/24

9/28 - 10/2

10/2 -  Portfolio Evaluation #1

Week #5

10/5 - 10/9

Week #6

10/13 - 10/16

Freakonomics Chapter 2

Week #7

10/19 - 10/22

Account Name:    cpsYourIDnumber

Password:             cpsYourIDnumber    

when prompted to change your password,

use your school ID

Week #8

10/26 - 10/30

Quiz Friday

www.Whatsnextillinois.org  Checklist

Week #9

11/2-11/6

Week #10

11/9 - 11/13

Microsoft Certification Tests Modules 1-5 Complete will check Fri

Make sure your cps email in the "Your Profile" section

11/23-11/25

Application essays Option 1,2,or 3 due Thursday.  One written page will do.

12/14 - 12/18

Happy    Holidays

Chapter 6 quiz Tuesday

Study guide, quiz Friday

www.whatsnextillinois.org  Guideways AND Milestones will

      be checked in Friday for a grade, please refer to checklist handouts

      for required items.

Week #18  1/19 - 1/22

Week #20 2/1-2/5

W!SE Financial Literacy Pre-test

W!SE Certification

Regulatory Agencies

2/8             - Credit Score

http://www.consumerjungle.org/images/stories/documents/credit/5_Credit%20Scores%20and%20Reports.ppt#14

http://www.consumerjungle.org/flash/Credit_Vocab.swf

2/16-2/19

2/16 Tuesday      - Credit Review  with video  Advantages of Credit Cards

                                   Top 10 tips for handling credit

2/17   
http://www.consumerjungle.org/flash/Credit_Find%20the%20Fees.swf

http://www.consumerjungle.org/flash/Credit_The%20Credit%20Safari.swf

http://www.consumerjungle.org/flash/Credit_Concept.swf

2/18 Thursday  Credit Quiz!  It will include questions from the regulatory

            agency quiz from two weeks ago!!

2/19  JA TITAN

2/22 - Credit Review

2/23 - Federal Agency Quiz / Credit Quiz

2/24 -

2/25 - ALL - STATE TRIP

2/26 - JA Titan

Week #24

3/3 - Auto Insurance   http://www.iii.org/individuals/autoinsurance/

What is covered by a basic auto policy?

How do I choose an insurance company?

Where can I buy insurance?

What does my credit rating have to do with purchasing insurance?

How do I file a claim?

What are the minimum requirements in the State of Illinois?

Teen Drivers  ( 10 facts from this site )

3/4 -

3/5 - JA TITAN

3/9 -  Quiz, www.youthreadychicago.org

3/10 - Health Insurance

3/11 - Health Insurance

3/12 - Health Insurance Quiz

3/15 - Money History:  Artistry & Imagery

                 http://www.frbsf.org/currency/index.html

              One Dollar Bill Symbols and Imagery

                http://ronscurrency.com/ronef.htm

             History of Unites States Currency

                 http://www.factmonster.com/ipka/A0774856.html

3/16-  Functions of Money, Characteristics of Good Money

3/17- USA Money Institutions, Sources of Income, Payday Loans

3/18-  Interest Rates               50 Common Financial Mistakes

3/19-  Money Quiz

3/23 - Review

3/24 - Review

GO TO:  www.moneypower.org

LOG IN:   with Login  ID:  Shs360

Password:  hS3420

Complete required information only  *

Take customized practice exams : credit, insurance, money, interest

Study your old quizzes/notes!!

3/25  W!SE Mid Point Exam

3/26  Wrap-up 50 mistakes Posters

   http://www.bos.frb.org/education/pubs/banking2.pdf

Tues - Banking Basics worksheet cont.

Wed - Banking Basics Powerpoint

Thurs - Banking Basics Quiz

Tues- Banking Basics notes

Wed - www.moneypower.org       Login  ID:  Shs360     Password:  hS3420

    and http://www.japersonalfinance.com/gsjapf/sim/sim_intro2.htm 

Thurs - Banking Basics Quiz

Fri - Interview Session #1

Tues- Budget Quiz

Wed-

Thurs-  Report Card Pick Up

Fri -   Interview Session #1

Week #31

Tues-  W!SE STUDY Guide

Wed- No School

Thurs- No School

Fri- Interview Session #2

Tues- Review Session #2

Wed- Review Session #3

Thurs- W!SE Certification Exam

Fri-  Interview Session #2

Tue- Interview Session #5

Wed-

Thurs-  Interview #2

Mon

Tues

Wed

Thurs

Fri

Mon-  IES MAP Evaluations

Tues-

Wed-  World is Flat refresher / flatteners / convergence Chapter 3 + 4

Thurs-  World is Flat " Untouchables" Chapter 5

Fri- World is Flat   "Right Stuff"  Chapter 6

Tues - Chapter 8

Wed - Testing Schedule

Thurs - Testing Schedule

Fri - Testing Schedule

            provide citation ( source, author, date )

            summarize the article answering the question What is wrong with Friedman's Book?

Tues - Final will be on chapters 2, 3, 6, 7, 8, and 9

Wed -

Thurs - Final Exam  on " The World is Flat"

Fri -

Tues

Wed

Thurs

Fri

HMK sent to your fc.cps.edu account

HMK: 

Portfolio Evaluation #1 Due Thursday, September 25, 2008

HMK: 

A.)  Read from FREAKONOMICS BLOG  " Are We a Nation of Financial Illiterates"

#1:  How do people become financially literate in the US today?

#2: How important is widespread financial literacy to the health of a modern society?

#3:  What would the author (Dubner) do if he were President for a day?  (eight bullet points needed)

B.) 

Chapter 1+2 Quiz Friday

HMK:  Chapter 3 Vocabulary      Quiz Redos

Current Events:  The Financial Crisis:

The crisis  summed up (short version): Andrew Lombard summary.

Around the World:  http://news.bbc.co.uk/2/hi/business/7654647.

Financial Advice:  http://www.thewisdomjournal.com/Blog/back-to-the-basics/

Due at end of period today:  summary of what is happening around the world

and what regular people can do today to help themselves out.

Summer Quest Application  Due Thursday, November 6, 2008

Quiz Wednesday on Chapter 4

Chapter 4 vocabulary and notes due Wednesday

HMK:  Chapter 5 vocabulary and note-taking

http://www.themorningnews.org/archives/how_to/how_to_write_a_thankyou_note.php

HMK due Friday: Worksheet on your assigned Flattener

HMK due February 3:  Three resumes for Job Shadow

Current Events:  Barack Obama's 12 point plan

From the link below;  What is Obama's 12 point plan to fix

the American Economy?  ( Explain each point )

http://usliberals.about.com/od/economicstatistics/a/ObamaFinlPlan.htm

How might each of these changes affect your life?

March 3-6

Those of you that job shadowed last Thursday, write a thank you note please

Tuesday: HACE guest speakers:  Health Care

Chapter 6+7 review Wednesday + Thursday

Chapter 6+7 Review Continued

Chapter 6 + 7 Test when review is over

Chapter 8 worksheet  The Quiet Crisis due Tuesday, March 24, 2009

www.bridges.com  Junior pathway

www.bridges.com  Complete Junior pathway

Tues - UIC trip

www.bridges.com  Complete Junior pathway

Chapter 9 worksheet due Wednesday, April 1

Tues - HACE speaker

Wednesday - Quiz on chapter 8-9

Thurs- Critique of The World is Flat

Click the link above to find an article critiquing "The World is Flat"

What problems does the author have with Friedman's work?

www.pbs.org/wgbh/pages/frontline/shows/persuaders/

Discussion questions due Thursday

http://www.pbs.org/wgbh/pages/frontline/shows/cool/

How do these marketing campaign's affect teenagers?

Summarize what the following SIX authors say in the linked article below.

http://www.pbs.org/wgbh/pages/frontline/shows/cool/themes/doingtokids.html

Click the link above to find an article critiquing "The World is Flat"

What problems does the author have with Friedman's work?

http://glencoe.mcgraw-hill.com/sites/0078769043/student_view0/unit1/chapter1/

5/19 - 5/23

HMK:  I.  Executive Summary of your fundraiser (elevator pitch)

           II.  Situational Analysis    A.  SWOT Analysis    B.  Environmental Scan

Collecting 1-11 on page 43 too

a rough draft of your formal marketing plan is due Friday

It must have the SIX major elements outlined on page 34 of chapter 2

It must be in the format used on page 34 of chapter 2