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Business and Information Technology Education
Financial Communications
This course provides students with the knowledge and skills to communicate effectively in the banking industry. Creating letters, memos, and reports in addition to oral presentations will be covered in this course.
Kim Simpson
Consumer Lending
Database Concepts

-Define and modify field types, including renaming fields, changing field properties, field size and values.

-Create and modify one-to-many relationships.

-Specify and enforce referential integrity.

-Create and modify tables

Reports and Data Input

-Make dynamic changes in reports.

-Create and modify controls.

-Create and modify reports.

-Desctribe the relationship of a subreport to a main parent report, both bound and unbound

Presentation Fundamentals--20 hours

-Creating Presentations

-Identify the different views of a presentation.

-Describe the different uses for different views.

-Demonstrate how to change slide and handout orientation.

-Describe how to Open, Edit, Close, Print, and Save presentations.

-Use AutoContent and the AutoContent Wizard.

-Understand how to use Slide Design Templates.

-Apply slide show transitions, backgrounds, animation schemes and text formatting.

-Identify pointer options when viewing a presentation.

Help & Research

-Identify how to set up your Office Assistant to show the Tip of the Day at startup.

-Know the meaning of the various help and research icons (images).

Menu Bar

-Understand linking to an Excel spreadsheet.

-Insert an Excel data range as a link.

-Utilize spell check for acronyms in a presentation.

-Apply animation to an object using the menu bar.

Slide Setup & Presentation

-Insert HTML signatures on slides.

-Insert/edit slide numbers on presentations.

-Utilize placeholders to insert text.

-Apply various layouts to slides.

-Troubleshoot image use in presentations.

-Utilize headers and footers to insert information.

-Apply text formatting options and their icons.

Slide Show Enhancements/Changes

-Discuss the purpose of Custom Shows.

-Identify the groups of Animation Schemes available and the colors utilized to make up the schemes.

-Apply animation to slides.

-Quickly and efficiently change from one slide show to another.

-Adjust the speed of slide transitions.

-Apply voice recordings to presentations.

Editing Text/Objects

-Demonstrate how to manipulate objects.

-Demonstrate how to increase the text size on bulleted lists and manipulate the order of bulleted items.

-Describe how to add and move text.

-Identify how to find, replace, and review text and fonts.

-Demonstrate how to move/copy/cut/paste/paste special and utilize shortcut keys to perform tasks.

-Describe how to modify text size, alignment, spacing, and color.

-Explain implications to color and formatting when importing from presentation to presentation.

-Send items from a slide to another application and from another application to a presentation slide.

-Convert from one type of chart to another.

-Format text within object.

-Insert charts into existing slides.

Managing & Delivering a Presentation

-Discuss the package for CD utility features and limitations.

-Preview and publish a presentation on the Web.

-Manage file size for emailing large presentations.

-Export PowerPoint outlines to other applications.

-Utilize a PowerPoint presentation to create a Word document.

-Place an HTML signature on every slide.

Publishing Presentation Documents

-Identify the maximum number of slides per page when printing handouts.

-Demonstrate the different page presentation options.

-Print presentations for various uses: overhead transparencies, handouts, speaker notes, etc.

-Align and edit objects, graphics, and text on a slide.

-Add page numbers to slides.

-Insert photos into a slide presentation.

-Utilize drawing tools to create and share drawn objects.

Task Pane
-Identify which task pane enables you to access Animation schemes.

-Determine how to access the Office Clipboard and understand the purpose and limitations of the feature.

-Demonstrate how to create a duplicate presentation.

-Utilize the short cut key to access the Office Clipboard.

Workgroup Colllaboration

-Demonstrate how add and reveal comments in a presentation.

-Describe how to compare and merge presentations.

-Identify Shared Workspace icons.

-Utilize the reviewing toolbar and web toolbar features.

-Identify the difference in original and reviewed versions of a presentation

Business Communications

-Electronic communication

-Employment communication



-Nonverbal communication

-Verbal communication

-Written communication
Required Certifications:

-Business Communication

-MS PowerPoint Fundamentals (any level)

MS Office – 2007 – Introductory, Shelley/Cashman, Thomson Learning, 2008

Microsoft Office Applications, Advanced, Pasework& Pasework, Course Technology, Course Technology, Thomson Learning.

Hinkle, Cain, Marple, and Stewart, Office XP Core, A Professional Approach, Glencoe

Means, Business Communications 2E, Cengage
Career Majors That Sequence This Course
Career Cluster Pathway Career Major
Finance Banking & Related Services Financial Services Officer