Course Syllabus

Course Title:              National Academy Foundation I           

Course Number:        74213

Program Name:          Finance Academy

Pre-requisites

There are no pre-requisites for this course.  However, it is advisable that the student’s career interest inventory indicates the field of Business / Finance as a choice.

Required Materials

Text:  Intro to Business.  Eggland, Dlabay, Burrow, Ristau, eds.  4^th Ed.  Australia:  South-Western, 2003.  

International Business.  Dlabay, Les and Scott, James Calvert.  4^th ED. 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 first course in a three-year sequence of the Business, Finance and Career Academy Program. NAF I is an introduction to business principles course, providing a broad overview of the economic world.  A primary function of this course is to integrate current and relevant workplace skills into learning basic economic ideologies.  A wide variety of strategies will be implemented to facilitate and maximize student learning.  WARNING:  This is not a hands-off class; students will be required to work hard and participate.  True learning happens when students step out of their comfort zone.  Six 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:

·        W!SE Financial Literacy Certification (www.moneypower.org) National financial literacy exam recognized by the professional service industry and sponsored by The Allstate Foundation, JPMorgan Chase, Citi Foundation, New York Stock Exchange, GE Money, and Charles Schwab Foundation.

Essential Elements:  research, note-taking, study skills, financial literacy.

·        Career Research  ( www.whatsnextillinois.org, www.chooseyourfuture.org, www.youthreadychicago.org)    Students will select and research five possible career choices based on their interests and skill sets.  

Essential Elements:  research, self-awareness, goal-setting, writing

·        Stock Market Game (www.smgww.org) Students, using $100,000 virtual cash, create an investment portfolio on a live trade simulation.    

Essential elements:  research, market dynamics, money management

·        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 I 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.) International Economic Summit  (IES)  Each student will act as an economic advisor to an assigned country.  This project involves substantial research with a special emphasis on the infrastructure, healthcare and educational systems of individual countries.  The culminating event of this activity is the Summit in which students trade, negotiate and compete over scarce resources  to most effectively advance their country’s standard of living. 

Essential elements:  research, writing, creativity, resource allocation, marketing, global    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.

Student Performance Assessment

Performance Outcome 1.  The students should be able to understand key concepts of economics as it pertains to business.

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 identify characteristics of the American economy and the factors that influence the success of business and products.

Performance Assessment:  Students will take the online, industry recognized W!SE Financial Literacy Exam.  The students must earn their financial literacy certificate by getting at least a 65% on the exam.

Performance Outcome 3.  The students should be able to recognize the fundamentals of international trade, investment, and finance, including the role of international financial institutions such as the World Trade Organization, the International Monetary Fund and the World Bank.

Performance Assessment:  Students will participate in the International Economic Summit IES project.  The project must be completed with a score of at least 75% using a Finance Academy adopted rubric.

Performance Outcome 4.  The students should be familiar with the cultural, economic, and political differences that affect business operations and decision making.

Performance Assessment:   Students will participate in the International Economic Summit  IES project .  The project must be completed with a score of at least 75% using a Finance Academy adopted rubric.

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 a careers research project using 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 top five career choices. 

Performance Outcome 6.  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

Class Syllabus

NAF NOTES

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

9/21 -  9/24

9/28 - 10/2

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

Social Room  (Rm. 131)

10/2 -  Portfolio Evaluation #1

Due Friday

RESEARCHING YOUR COMPANY #1    

10/13 - 10/16

RESEARCHING YOUR COMPANY #2      Due Friday

10/19 - 10/22

www.whatsnextillinois.org

Account Name:    cpsYourIDnumber

Password:             cpsYourIDnumber    

when prompted to change your password,

use your school ID

10/26 - 10/30

11/2-11/6

11/9 - 11/13

Microsoft Certification Tests Modules 1-5 Complete will check Fri

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

http://elearning.terau.com

                                         Wednesday, November 18, 2009

11/23-11/25

11/30 - 12/4

12/7 - 12/11

12/14 - 12/18

Happy    Holidays

Government Role/Taxes notes (W-4, W-2, 1040EZ), quiz Friday

Internal Revenue Service (IRS)    

Do simulations for Cicely King and Lawrence Owl

Resume Template

Resume Rough Draft Due Friday  

www.whatsnextillinois.org  Guideways AND Milestones will

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

Week #18  1/19 - 1/22

Week #20 2/1-2/5

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  International Economic Summit Starter

            #1  Fact Sheet         for the USA

2/22-2/26

2/23 - 24  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 )

2/25 Intro to Business Chapters 37 + 38

         Reviewing your reading ?'s 1,2,3,6,8,9 on page 518

         Reviewing your reading ?'s 1, 4,5,8,10 on page 530

2/26  http://www.funtrivia.com/playquiz/quiz123485e250a0.html

Insurance Basics and Auto Insurance Quiz will be on Tuesday, March 2

Your Portfolios are due on Wednesday, March 3

Week #24

March 2 - 5

3/3 - Digital Nation

3/4 -

3/9 -  Quiz, www.youthreadychicago.org

3/10 - Health Insurance    Basics  Government Types

3/11 - Health Insurance    Private Group Insurance Types - FFS, PPO, HMO

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 User 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 Video 3

Thurs - Bank Account Shopping

Week #29

April 12-15

Tues- Banking Basics notes

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

Tues-  Budget Quiz / Key Terms

Wed- 

Thurs-  Report Card Pick Up

Fri - Chapter 35, 36

Tues-  W!SE STUDY Guide

Wed- No School

Thurs - No School

Mon -Review Session #2

Tues- Review Session #3

Wed- Review Session #4

Thurs- W!SE Certification Exam

Fri-  W!SE Certification Exam Make-up Date

Mon-  IES Map

Tues-  IES Map

Wed-  IES Map

Thurs-  IES Map

Fri-   IES Map

Tues-  IES Map

Wed-  IES

Thurs- IES

Fri-    Econ Summit Maps Due

Tues-  Locate an English Newspaper from your country and write about

any big event / Main headline using the format linked below

 International Economic Summit  current event article   

Wed-  #1  Fact Sheet       Your country's fact sheet is needed, if lost or was never done

              please get it replaced and put into your countries folder

Thurs - 

Fri -

Tues-

Wed-

Thurs-

Fri-

Tues-

Wed-

Thurs-

Fri-

Tues-

Wed-

Thurs-

Fri-

HMK sent to your fc.cps.edu account

     on a sarate sheet of paper.) 

Stocks 101 / Quiz Friday

Select a publicly traded company to research in depth by Friday

Portfolio Evaluation #1  due Thursday, September 25

http://chicagotribune.il.newsmemory.com/nie.php

USERNAME:        65516152       

PASSWORD:      6004784F

Your group must make a trade by Friday, October 3, 2008.

RESEARCH SHEET #1

RESEARCHING YOUR COMPANY PROJECT

Quiz Friday on Stock Market Vocabulary  

HMK:  Company Worksheet #2

Career Research ( 5 careers total) Rough Draft Due Thursday, Oct. 23

Due Thursday, November 6

 Resume Revisions

HMK:  Resume rewrite due Tuesday, November 18

Career Research 2nd Drafts due next Thursday, November 20

Final resumes due Tuesday, November 18.

Quiz Wednesday on Economic Systems, the American Economy and

Business Ethics:  ENRON

Code of Ethics Poster

Due Friday e-mailed

Locate an online newspaper from your country in English.

Search (your capital city) newspaper English  in

www.google.com  What are they talking about in your

country today?  Focus on any of the following issues:

Economics, Politics, Sports/Entertainment, Environment

Healthcare, Education, or Infrastructure.  Use the format

linked below.

country current event       

#1  Fact Sheet       

Your country fact sheet, flag and map are due Friday

January 9, 2009

HMK:  Need 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?   

3 resumes in folder for Job Shadow

country current event #3 due Friday

country current event  #4

#9  History ( colonialism, significant events )  

Internal Revenue Service (IRS)    

Do simulations for Cicely King and Lawrence Owl

What is the downside of shopping at Wal-mart?

#4  Imports and Exports

country current event  #6

 #7  Health Care

Turn in your applications:  CSBI and YouthReadyChicago.org

country current event  #7

#8  Education

#6  Infrastructure

Will finish Global Economy notes Tues/Wed

will quiz  Thursday on global econ notes and

government/taxes notes from the beginning of 3rd Q.

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  #8

Virtual interview, take some notes    do's and don'ts

http://resources.monster.com/tools/quizport.asp?file=campus_virtual_interview

Junior Achievement Monday + Friday

kwrutter@cps.edu

Complete interview ?'s   Mock-interview Friday

Dress for success, bring resume  

a MS word document, get rid of frames

#6  Infrastructure

#7  Health Care                    www.who.org   

#8  Education

Links on summit page are another good source of information.

Need rough drafts by Friday, May 9  Final drafts in folder by 5/19

Highlighted items here:   IES LINK

"Can Entrepreneurship be Taught?  Answer all questions and define

 all underlined terms.  Will be collected at the end of class Friday5/23.

http://money.cnn.com/magazines/fsb/fsb_archive/2006/03/01/8370301/

must be an entrepreneur

Select a person you are interested in
Find out the basic facts of the person's life. Start with the encyclopedia and

almanac.
Think about what else you would like to know about the person, and what

parts of the life you want to write most about. Some questions you might

want to think about include:
What makes this person special or interesting?
What kind of effect did he or she have on the world? other people?
What are the adjectives you would most use to describe the person?
What examples from their life illustrate those qualities?
What events shaped or changed this person's life?
Did he or she overcome obstacles? Take risks? Get lucky?
Would the world be better or worse if this person hadn't lived? How and

why

http://www.forbes.com/2008/03/05/richest-people-billionaires-billionaires08-cx_lk_0305billie_land.html

http://www.keirsey.com/

Resume Writing

Interview Tips

Career Research Cont.

www.Portfolio.Bridges.com  Resume Writing

Career Research Cont.

Portfolios due Thursday

INDIVIDUAL ASSIGNMENTS