Course Development Guide

October 1, 2007

Course Title

Business & Personal Finance

Course Description

This course builds on the Fundamentals of Administrative Technologies I & II and will provide students with the skills to manage personal finances, identify the characteristics of effective business financial goals, examine the organization and activities of commercial banks and other financial institutions, and provide knowledge for understanding of the company organization of an insurance company and the operation of technology and financial management in a global setting. Students will examine case studies for personal financial planning and utilize teamwork strategies for thinking critically in the workplace. Students will examine the financial aspect of business and analyze financial records for business activities. Banks and other financial institutions, business insurance, and technology in the global setting will be topics for case studies and teamwork projects involving critical thinking.

Contact

Judy Kirtley
Program Specialist
Business, Marketing and Information Technology Education
1500 West Seventh Avenue
Stillwater, OK 74074-4364
jkirt@okcareertech.org Phone:405-743-5419

OCAS Codes OHLAP Credit Course Length Prerequisites
8461
No
120 Hours

The 120 hours is based on a Carnegie unit, which accounts for 175 forty-five (45) minute class periods per school year.

8401/8402 Business and Information Technology (Core)
Fundamentals of Administrative Technologies
Fundamentals of Administrative Technologies II

Knowledge and Skills



  • Pay, Benefits, Working Conditions
  • Investments
  • Federal Income Tax
  • Retirement and Estate Planning
  • Budgeting
  • Credit Management
  • Legal Contracts
  • Resource Management
  • Checking Accounts
  • Risk Management
  • Savings
  • Consumer Rights and Responsibilities
  • Financial Management Planning for Business Activities
  • Financial Budgeting for Business
  • Financial Records in the Business Setting
  • Business Expansion Strategies
  • Debt and Equity Financing
  • Banks and Other Financial Institutions
  • Customer Credit
  • Business Insurance
  • International Business
  • Technology Use in Business Finance

Accountability Measures, Assessments, or Evaluation Procedures

Required Brainbench Certifications:

Recommended Additional Competency Testing:


Industry Alignments

Brainbench

Curriculum Resources

Available:   http://www.thomsonlearning.com Available:   www.glencoe.com Available:   http://www.okcimc.com/catalog/index.htm Available:   www.smgww.org

This Course Found In These Career Majors