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
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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.
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8401/8402 Business and Information Technology (Core)
Fundamentals of Administrative Technologies
Fundamentals of Administrative Technologies II |
Knowledge and Skills
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- Pay, Benefits, Working Conditions
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- Retirement and Estate Planning
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- Consumer Rights and Responsibilities
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- Financial Management Planning for Business Activities
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- Financial Budgeting for Business
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- Financial Records in the Business Setting
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- Business Expansion Strategies
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- Debt and Equity Financing
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- Banks and Other Financial Institutions
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- Technology Use in Business Finance
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Accountability Measures, Assessments, or Evaluation Procedures
Required Brainbench Certifications:
- Business Math
- Consumer Finance
Recommended Additional Competency Testing:
- Accounts Payable Fundamentals
- Accounts Receivable/Billing Fundamentals
- Bookkeeping Fundamentals
- Payroll Fundamentals
Industry Alignments
Brainbench
Curriculum Resources
- Ryan. Managing
Your Personal Finances, Fifth Edition. Thomson/South-Western, ISBN #
0-538-44175-5, 2006.
- Labay &
Burrow. Business Finance. Thomson/South-Western, ISBN-13:
978-0-538-44507-8, 2008.
- Donnelly. On Your Own, A Personal Budgeting, Simulation.Thomson/South-Western,
ISBN # 0-538-43680-8, 2004. - Stowell, et al.,
Family Financial Management, Seventh Edition. Thomson/South-Western,
ISBN# 0-538-43804-5, 2005.
- Center for
Financial Training, Banking Systems. Thomson/South-Western,
ISBN-0-538-44089-9, 2005.
- National
Association of Investors Corporation. BetterInvesting, Investing In Your
Future 2E. Thomson/South-Western, ISBN-13:978-0-538-43881-0, 2007.
- Crews, Bena B. Fundamentals
of Insurance. Thomson/South-Western, ISBN-0538-43201-2, 2003.
- Gerver, Robert
K. Financial Math Review. Thomson/South-Western. ISBN-0538-44021-X.
- Dlabay&Scott.
International Business, 3E.Thomson/South-Wetern, ISBN-0-538-72860-4.
Available:
http://www.thomsonlearning.com
- Kapoor, Jack;
Dlabay, Les, and Hughes, Robert. Business
and Personal Finance. McGraw-Hill/Glencoe. ISBN-0078687128, 2007.
- Allen, Kathleen
and Meyer, Earl. Entrepreneurship and
Small Business Management.
McGraw-Hill/Glencoe.
ISBN-0-07-861303-5, 2006.
Available:
www.glencoe.com
- Life
Skills: Personal Financial Skills. CIMC.
BS 1004, 2004
Available:
http://www.okcimc.com/catalog/index.htm
- SMG, The
Stock Market Game
Available:
www.smgww.org
This Course Found In These Career Majors