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NAF III 

PERSONAL FINANCE

COURSE SYLLABUS

WEEK #1 9/8-9/11

Class Syllabus

NAF Notes

 

Week #2

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 Week #2:  Computer Basics Lesson Passed 

BPA Officer Resume Template

Senior Only Project: 

bullet
 250 word personal statement  (characteristics, family life, what makes them a desirable candidate, etc)
bullet
 250 word professional statement  (goals, career choices, etc)
bullet
 250 word statement describing an obstacle you have overcome and what the learned from it
bullet
a "perfect" resume
bullet
5 completed applications to a college, university, technical or community school.

3 personal statement themes due November 6, 2009

Week #3

9/21   9/24

 

Due Thursday, September 24:   Rough Draft of resume, 3 personal statements, and

                                                         five applications from college room/print out

Week #4

9/28 - 10/2

 

9/28 -Schurz Business Professionals of America Chapter Elections, Social Room

10/2 -  Portfolio Evaluation #1

Week #5

10/5-10/9

 

 

2nd drafts personal statements, resume and completed applications
Week #6

10/13-10/16

GO TO:  www.moneypower.org

Complete required information only

User ID:  Shs360

Password:  hS3420

Take Practice Certification Test

- 35 questions from all categories New Test - Difficult

 

 

Week #7

10/19-10/22

 

W!SE Certification

Regulatory Agencies

Quiz on Thursday

www.whatsnextillinois.org

Account Name:    cpsYourIDnumber

Password:             cpsYourIDnumber    

 

when prompted to change your password,

use your school ID

 

 

 

Week #8

10/26 - 10/30

 

W!SE Certification:  Regulatory Agencies

   

 

Week #9

11/2-11/6

 

Portfolios Due Thursday

Top Priority:  Complete this SURVEY  if you want a job shadow/internship

Week #10

11/9 - 11/13

 

 

W!SE Financial Literacy Certification 

11/9                 Credit   overview

 

11/10               - 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

11/12               - Credit risks / abuses  / protections

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

11/13               Credit Quiz

 

Microsoft Certification Tests Modules 1-5 Complete will check Fri

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

http://elearning.terau.com

 
Week #11

11/16 - 11/20

11/16               Insurance overview

 

11/17               Auto Insurance

 

11/18               Health Insurance                       Life Insurance

 

11/20               Insurance Quiz

 
Week #12

11/23-11/25

           

11/23              whatsnextillinois.org  Senior Milestones

 

11/25              Insurance Review, practice quizzes below

                         http://cgi.money.cnn.com/tools/cgiquiz/cgiquiz_101.jsp?id=20

                         http://cgi.money.cnn.com/tools/cgiquiz/cgiquiz_101.jsp?id=16

                         http://www.insurance.state.pa.us/naic/quiz.html

11/25               Quiz on regulatory agencies, credit and insurance

 

Week #13

11/30 - 12/4

11/30               Review quizzes,   Banking Basics                 

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

12/1                 Investing Review- Securities

 

12/2                 - Securities cont.

 

12/3                 - Housing

 

12/4                 Investing Quiz

 

Week #14

12/7 - 12/11

12/7                             Study Guide Review on PowerPoint

 

12/8         Tues            Study Guide Review on PowerPoint     

GO TO:  www.moneypower.org

LOG IN:   with User ID:  Shs360

Password:  hS3420

Complete required information only  *

Take Practice Test - Hard    -         50 questions from all categories

Select, take the quiz online

Take notes on questions you do not know, the correct answers with

explanations will be given at the end

 

12/9                             Study Guide Review on PowerPoint

W!SE Certification Flash-Card PowerPoint

 

12/10                           W!SE  Certification Test

Meet in WriteZone, Room 340 ASAP

 

12/11                           W!SE Certification Test Make-up

 

 

Week #15

12/14 - 12/18

Happy    Holidays

          

Portfolio Evaluation #3

Microsoft Certification Tests All Modules Complete will check Fri

Week #16  1/4 - 1/8  

 

www.Whatsnextillinios.org

 

 

 

 

Week #17 1/11 - 1/15 FAFSA guest speaker Monday, 8am

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

 

 

Banking & Finance Exam

1/22 Friday  - 1st Day of Finals

Week #19  1/25 - 1/29 1/25 Monday - 2nd Day of Finals
 

Week #20     2/1-  2/5

 

Business Ethics Project:  "Digital World"
Week #21  2/8 - 2/10   Student Resource 1.1 due Wednesday

Take the personality test "How Machiavellian Are You?"

found online at http://www.salon.com/books/it/1999/09/13/machtest/) for fun.

What do you think the ideas of a sixteenth-century Florentine political philosopher might have to do with "ethics in business"?

Write out your results on a separate sheet of paper #6 and your thoughts on the above question.

 

Week #22 Ethical Dilemmas

HMK:  Ethical Proverbs worksheet

Week #23

2/22 - 2/26

"Bhopal disaster." Wikipedia, http://en.wikipedia.org/w/index.php?title=Bhopal_disaster&oldid=172909200 (accessed August 3, 2009).

Dowie, Mark: "Pinto Madness." Mother Jones, http://www.motherjones.com/news/feature/1977/09/dowie.html (accessed August 3, 2009).

"Enron." Wikipedia, http://en.wikipedia.org/w/index.php?title=Enron&oldid=175394544 (accessed August 3, 2009).

"Firestone Liberian controversy." Wikipedia, http://en.wikipedia.org/w/index.php?title=Firestone_Liberian_controversy&oldid=171618829 (accessed August 3, 2009).

"Nestlé boycott." Wikipedia, http://en.wikipedia.org/w/index.php?title=Nestl%C3%A9_boycott&oldid=172878928 (accessed August 3, 2009).

"Report: Fannie Mae manipulated accounting." MSNBC, http://www.msnbc.msn.com/id/12923225/ (accessed August 3, 2009).

Ross, Brian, and Joseph Rhee: "A Deal Too Good To Be True?: Katrina Victims Say Mortgage Lender Misled Them." ABC News, http://blogs.abcnews.com/theblotter/2007/09/a-deal-too-good.html (accessed August 3, 2009).

"Subprime mortgage crisis." Wikipedia, http://en.wikipedia.org/w/index.php?title=2007_Subprime_mortgage_financial_crisis&oldid=172799906 (accessed August 3, 2009).

Corporate Watchdog Groups

 
Week #24  

March 2 - 5

3/2Employees' Common Ethical Issues

http://www.scu.edu/ethics/publications/iie/v10n2/peopleatwork.html

Read the article above "When good people do bad things at work."

Summarize the major points of the article,   Due Wednesday

3/3 - Whistle Blowing  Employee Responsibility

3/4  -  5  Write a report about a famous whistle-blower from recent history (for ideas, a list of whistle-blowers

can be found online at Wikipedia at http://en.wikipedia.org/wiki/Whistleblower).

Under what circumstances did this person blow the whistle?

What steps did he or she take before blowing the whistle?

What were the results for the wrong doers?

What, if any, consequences did the whistle-blower face for her actions?

 

 

Week #25 Mon - Portfolio Clean-up

Tues - Management Ethics     Milgram Experiment

Wed - Management Ethics

Thurs -

Fri -

Week #26

March 15-19

Organizational Ethics

Fri- www.youthreadychicago.org

www.chooseyourfuture.org/scholarships

 

 

 

 

Week #27

 

Lesson 9, Organizational Culture

3/22 Mon  - Read the following article:    Are Teens "Ethically Prepared"

Answer the following questions.
1.  How does the percentage of teens who “feel they are fully prepared to make ethical decisions” differ

from the percentage who believe it is sometimes necessary to cheat, plagiarize, lie, or behave violently?

2.  According to the press release, what factors seem to be influencing teens to think that unethical behavior is acceptable?

3.  What do you think it means that the survey found that “teens have difficulty in understanding that unethical behavior transcends the boundaries between private life, school or work life, and online behavior”?

4.  “In general, do you think most people at our school behave ethically?”( minimum one paragraph response)

 

3/23 Tues -  Survey Project Introduction  "Are students at Schurz HS ethical?"

 http://www.ja.org/files/polls/2009-JA-Deloitte-Teen-Ethics-Survey-Exec-Summary.pdf

https://www.deloitte.com/assets/Dcom-UnitedStates/Local%20Assets/Documents/us_comminv_2007teenethicssurvey_execsummary110107.pdf

3/24 Wed - Survey Development

3/25 Thurs - Survey Development

www.fairfaxcounty.gov/demogrph/pdf/pitfalls.pdf

“Survey and Questionnaire Design” tutorial  www.statpac.com/surveys


Describe the five core styles of questions used in a survey—Likert scale, multiple choice, ordinal, categorical, and numerical. The Encyclopedia of Educational Technology website http://edweb.sdsu.edu/eet/     search for and click on  "types of survey questions."

     

3/26 Fri - Survey Questions Due

 

  SPRING BREAK!!
Week #28

April 5- April 9

Mon - Portfolio Evaluation #6

Tues - www.SurveyMonkey.com   /Ernst&Young Research   

Wed -   Ernst & Young Guest Speaker

Thurs -  Ethics in Finance and Accounting

     Fraud Triangle  -   http://www.boisestate.edu/internalaudit/pdfs/FraudTriangleRedFlags.pdf

    Fraud Schemes Defined

                 *Portfolio Due          3rd Quarter ends

Week #29

4-12 / 4-16

 

Mon-  Fraud Schemes Poster

Tues- Fraud Schemes Poster

Wed- Fraud Schemes Presentation

Thurs- Human Resource Fraudulent Activity

Fri-

 

Week #30

4-19 / 4-23

 

Mon- Fraud in Human Resources in the news:  Read and write a summary on any

TWO articles linked below: DUE TODAY!!


“5 Ways Your Computer Use Can Get You Fired,” U.S. News and World Report, March 11, 2008 (http://www.usnews.com/articles/business/careers/2008/03/11/5-ways-your-computer-use-can-get-you-fired.html).

“CEO Pay: Sky High Gets Even Higher,” CNN, August 30, 2005 (http://money.cnn.com/2005/08/26/news/economy/ceo_pay/).

“Corporate America Confused About Workplace Dating,” ABC News, March 8, 2005 (http://abcnews.go.com/WNT/Business/story?id=562728).

“The Ethics of Office Romance,” BusinessWeek, February 12, 2008 (http://www.businessweek.com/managing/content/feb2008/ca20080212_702316.htm).

“E-Mail at Work: Some Basics,” New York Times, February 18, 2008 (http://shiftingcareers.blogs.nytimes.com/2008/02/18/e-mail-at-work-some-basics/?hp).

“Workplace Bullying Worse Than Sexual Harassment: Study,” Reuters, March 10, 2008 (http://www.reuters.com/article/lifestyleMolt/idUSN0622290520080310).

“Racial Harassment Still Infecting the Workplace,” MSNBC, January 13, 2008 (http://www.msnbc.msn.com/id/22575581/).

Tues-  Ethics in Legal Compliance

Wed - Ethics in Legal Compliance

Thurs -  Parent/Teacher Conferences

Fri-  Ethics in Marketing

 

Week #31

4-26 / 4-30

 

Mon-- Ethics in Marketing   Fraud Practices and the 4 P's

Tues- Ethics in Marketing   Fraud Practices and the 4 P's

Wed - No School

Thurs - No School

Fri -

 

 

Week #32

5-3 / 5-7

Mon - http://www.trumancollege.edu/documents/IEFScholarship.pdf

             www.nl.edu/harrisonfellows     ( Business Admin or Elemetary Ed Major )

              NAF Senior Project  ( Valedictorian or MC at FED Graduation )

Tues- Company Research Log

Wed-Company Research Log

Thurs- Company Research Log 1

Fri- Company Research Log 1

 

 

Week #33

5-10 / 5-14

 

Mon-  Research       

Tues- Research           NAF Senior Project  ( Valedictorian or MC at FED Graduation ) DUE TODAY

Wed-

Thurs-

Fri-Company Research Log 1(14.6)  and Company Profile (14.3) DUE

 

Week #34

5-17 / 5-21

 

Mon   Research Log 2  Environmental Record

Tues  Research Log 3  Philanthropy Record

Wed   Research Log 2 + 3

Thurs   Research Log 2 + 3

Fri - Company Research Logs  1 + 2 DUE

 

Week #35

5-24 / 5-28

 

Mon

Tues

Wed

Thurs

Fri

 

Week #36

5-31 / 6-4

 

Mon - Memorial Day

Tues-

Wed-

Thurs-

Fri-

 

Week #37

6-7 / 6-11

 

 

 

 

 

Week #38

6-14 /6-18

 

 

 

 

 

   
   
   
   
   
WEEK #2 9/8-9/12 Personal Finance 101

HMK sent to your fc.cps.edu account

bullet

 

WEEK #3

9/14 - 9/19

Corrected Personal Finance 101 quizzes due Friday (hand-write corrections

     on a separate sheet of paper.) 

Rough drafts for 3 personal statements due Friday9/19

Resume rough draft due 9/19

5 applications due 9/19 (hard copies of 5 apps, they do not have to be completed,

just need to see that you have gathered them)

WEEK #4

9/22 - 9/25

BEGIN WORK ON:  2nd Rough Draft of Resume, Personal Statements

Portfolio Evaluation #1 Due Thursday, September 25, 2008

WEEK #5

9/29 -10/3

2ND DRAFTS DUE FRIDAY ( 3 Full 250 page essays, revised resume)

COMPLETE APPLICATIONS

WEEK#6

  10/6 -10/10

2nd Drafts all due 10/10
WEEK #7

10/14 - 10/18

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.

 

Scholarships 101   Quiz Friday   Terms

 

WEEK#8

10/21 - 10/23

 

Final copies of personal statements, resumes and applications due October 31, 2008.

Week #9

10/27-10/31

Home ownership, renting

Final copies of personal statements, resumes and applications due October 31, 2008.

Friday Quiz on Scholarships and Housing

Week #10 November 5-9 Housing Continued

 HWK:  Roommates Agreements

              Lease Lingo

Week #11 November 12-14 Housing cont.  Furnishing your place
Week #12  11/17 - 11/21 Housing - Renter's Rights article
Week #13  November 24-26 Committee Work

Housing Research due Wednesday

WEEK #14 12/1-12/5 Housing Research due Wednesday
Week #15 Country Assignment,   Fact sheet Due Friday
Week#16

12/15-12/19

Country Current Event

Country Map Work

 

Week #17  1/7-1/11

country current event #2

Your country fact sheet, flag and map are due Friday

January 9, 2009

Map Construction Requirements

WEEK #18  1/14-1/18

Week #19 

Semester 1 review and final exam
   
Semester 2, Week #21 Credit Notes

Secret History of the Credit Card

HMK:  eight things       +       Worksheet

Semester 2, Week #22

 

Insurance Basics
S2, WEEK #23 auto insurance 

Chapter 2 Lesson 1

                   Lesson 3

S2, Week #24 Chapter 1 + 2 quiz, insurance fundamentals and auto insurance
Semester 2, Week #25

2/25 - 2/29

Wal-Mart Movie

What is the downside of shopping at Wal-mart?

Use example from the film, 1 page essay due Friday.

#10 Cultural events/Important people

 

Redirecting your CPS email

 

Semester 2, Week #26

March 3-6

#10 Cultural events/Important people

country current event  #3

#4  Imports and Exports

Due Friday, March 6

 

Semester 2, Week #27 country current event  #4

 #7  Health Care

Due Friday

Semester 2, Week #28

Turn in your applications:  CSBI and YouthReadyChicago.org

country current event  #5

#8  Education

#6  Infrastructure

 

 

Semester 2,

Week #29

Identify the following for each international organization listed

below: 

Web Address: 

Headquarters:

Leader: (title and name)

Mission  (do not rewrite their mission statement):

Brief History (when it began, who started it):

1.  United Nations      2. World Bank,

3. World Trade Organization 4. International Monetary Fund  

5.  RED                    6.  Red Cross

country current event  #7

DUE THURSDAY with #5 Trade Partners

 

Semester 2,

Week #30

IES:  Business Etiquette 

bridges.com   complete senior guideway

Semester 2

Week #31

Health Insurance

 

Week #32 IES

country current event  #8

Week #33

April 27 - May 1

IES rewrites

Health Insurance wrap-up

Week #34 IES Prep
Week #35 IES Prep
   
   
Semester 2, Week #10 http://websites.swlearning.com/cgi-wadsworth/course_products_wp.pl?fid=M20bI&flag=instructor&product_isbn_issn=9780538432016&discipline_number=423

then click student activities

Do Chapter 2.1, and 2.3 activities

Due Thursday

Semester 2, Week #11 Health Insurance
Week #12 "Sicko"

http://www.michaelmoore.com/sicko/dvd/

 

Week #13  Sicko Critiques

What do the authors of the linked articles have to say about this film?

http://www.thestar.com/entertainment/article/215801

http://online.wsj.com/article/SB118964470258225901.html?mod=googlenews_wsj

http://www.washingtonpost.com/wp-dyn/content/article/2007/07/16/AR2007071601391.html

Due Today

 

Week #14 Click the links below and read and take notes on the following:

Top 10 Most Dangerous Jobs  (define life insurance)

How Much Life Insurance Do You Need?

How to Buy Life Insurance

Week #15

5/12 - 5/19

Due in Summit folder 1,4,6,7,8,9,10

Highlighted items here:   IES LINK

Final drafts in folder by 5/19

 

Semester 2, Week #16

5/19 - 5/23

 

International Economic Summit  Monday 5/19
Week #17

5/27 - 5/30

Final prep
Week #18

6/2 - 6/6

Final is Tuesday, June 3
Week #19

6/9 - 6/13

 

 
  Complete the activities below, due Friday, test Friday

Insurance Careers:  Underwriters 1.2 activity

http://websites.swlearning.com/cgi-wadsworth/course_products_wp.pl?fid=M20bI&flag=instructor&product_isbn_issn=9780538432016&discipline_number=423

 

Insurance company rating service   1.3 activity

http://websites.swlearning.com/cgi-wadsworth/course_products_wp.pl?fid=M20bI&flag=instructor&product_isbn_issn=9780538432016&discipline_number=423

 

bullet
 250 word personal statement  (characteristics, family life, what makes them a desirable candidate, etc)
bullet
 250 word professional statement  (goals, career choices, etc)
bullet
 250 word statement describing an obstacle you have overcome and what the learned from it
bullet
a "perfect" resume
bullet
5 completed applications to a college, university, technical or community school.

3 personal statement themes due TBA

 

 

 

GROUP ASSIGNMENTS

INDIVIDUAL ASSIGNMENTS