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Powell County Schools
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School Year:
H.S. Credits:
School Name:
Powell County High School
KY Tech Course Name:
Financial Services II
Mrs. Alicia Frazier

Grade Level: 11-12
Prerequisite(s): Financial Services II and Approval of Instructor

Course Description

Financial Services II is a continuation of Financial Services I, providing opportunities to enhance students’ Math and English portfolio writing, management and supervisory responsibilities, including training “new employees”. Students will participate in a work-based learning experience. Leadership development will be provided through FBLA (Future Business Leaders of America).

Content Alignment
Suggested Learner
Core Content
For Assessment
·    Employability Skills
·    Organizing/Operating a Financial Service Center
·    Marketing Your Financial Services Center
·    Management & Training
·    Financial Calculations & Concepts
·    Assign students to write a job description manual
·    Update the student’s career portfolio
·    Revise/complete the student’s Individual Learning Plan. (ILP)
·    Participate in job shadowing, co-op, or internship programs
·    Review current fee structure, identify company policies, set interest rates & determine specific product.
·    Teach the Financial Services I students daily operations
·    statements
·    Prepare audits, prepare the annual report, and analyze financial information using ratios
·    Evaluate employees
·    Plan a grand opening for the current school year
·    Interview and/or job shadow a local financial institution
·    Create a customer questionnaire and evaluate the results
·    Create a web site for the student financial service center
·    Present weekly marketing reports to the Board of Directors
·    Create a display case or bulletin board
·    Demonstrate effective use of the sales process through oral presentations
·    Create advertisements for the student financial service center
·    Supervise a savings program for a local elementary school
·    Plan & implement a community service project
·    Create an in-school commercial
·    Design an amortization table for the loan department
AA—Apply Math and Financial Skills
AB—Demonstrate Effective Written Skills
OC—Apply Math and Financial Skills
OF—Demonstrate Basic Computer Skills
AA—Apply Math Skills
AB—Demonstrate Listening, Oral, & Written Communication Skills
AC—Use Problem Solving Techniques
AD—Apply Generally Accepted Accounting Principles
AE—Possess Knowledge of Bank Products and Services
AF—Discuss Financial Service Careers
EA—Understand Interpersonal Relationships
EB—Exhibit Work Ethic
EC—Demonstrate Effective Team Skills
OA—Exhibit Keyboarding/Data Entry Skills
OB—Utilize Software Applications
OC—Perform Clerical Duties
OD—Demonstrate Time Management Skills
OE—Demonstrate Marketing Skills
OF—Practice Safety and Security Procedures
OG—Perform Banking Operations
1.1— Use reference tools
1.2— Make sense of the variety of materials they read.
1.3— Make sense of the various things they observe.
1.5-1.9—Use mathematical ideas and procedures
1.11—Write using appropriate forms, conventions, and styles
1.16—Use computers
and other kinds of technology to
collect, organize, and communicate
2.8—Understand various
mathematical procedures  
2.22—Create works of
art and make presentations to
convey a point of view.
the skills to evaluate and use
services and resources
2.36—Use strategies
for choosing and preparing for a
skills such as interviewing,
writing resumes, and
completing applications
3.3—Demonstrate the
ability to be adaptable and
flexible through appropriate
tasks or projects.
3.4—Students demonstrate the
ability to be resourceful and
3.6—Demonstrate the
ability to make decisions based
on ethical values.
3.7—Demonstrate the
ability to learn on one’s own.
4.2—Use productive
team membership skills.
5.1—Students use critical thinking skills
5.2—Students use creative thinking skills
5.3—Students organize information
6.1—Students connect knowledge
6.2—Acquire new knowledge, develop new skills, or interpret new experiences.
6.3—Students expand their
understanding of existing know-

Materials Used
·    NiceNet (www.Nicenet.org), Microsoft Office 2010
·    Banking and Financial Systems. Thomson South-Western Publishing Company, 2003.
Course Outline
Unit 1 Employability Skills
Unit 2 Operating a Financial Center
Unit 3 Marketing Your Financial Service Center
Unit 4 Management & Training
Unit 5 Financial Calculations & Concepts
Students are required to open a savings account with a minimum of $5.00, pencil, notebook paper, and 2- pocket folder.
Scale                                                    Weight                                   
A= 90-100                                           Formal Job Evaluations      50%
B= 89-80                                             Daily Work                             50%
C= 79-70                                            
D= 69-60                                                                    
F= 59 & Below
Mrs. Frazier’s Classroom Discipline Plan
Class Expectations/Rules
Classroom Rules
  1. Be respectful to others, equipment, and all furnishings in the room. Show respect to everyone by saying “yes ma’am” and “no sir”, “please” and “thank you”.
  2. Be prepared for class by arriving on time, having all materials needed for class, and in your seat when the bell rings.
  3. Keep cell phones off and out of sight.
  4. Be attentive in class and stay awake.
  5. No eating or drinking in the classroom without permission.
  6. Complete your own work.
  7. Profanity will not be tolerated.
Computer Lab Rules
  1. Never turn a computer off while in operation. 
  2. Never insert or remove a disk from the drive while the light is on.
  3. Make certain CDs are properly placed in the tray before closing.
  4. Never delete anything. Your instructor will clean the hard drives.
  5. Never write on mouse pads.
  6. Keep the keyboard and mouse cords straight and the area clean.
  7. Never change screen savers, desktops, and network settings.
  8. Never save junk on the computer hard drive. If necessary, save it to a disk or flash drive.
  9. Never bring a disk from home or another room without first having it checked for viruses.
  10. When using a computer, after selecting an item or clicking on a selection, wait for the computer to perform this operation before clicking again.
  11. Internet will be accessed at the request of the teacher. No games, music, movies, or inappropriate websites.
  12. If equipment is not functioning at your station, raise your hand for assistance.
Noon break is provided for students exemplifying good behavior throughout the day.
Failure to follow classroom policy and procedures, the following consequences will be enforced:
1st offense: Warning
2nd offense: Noon Break Detention
3rd offense: Student/Parent Conference and/or Written Note to Parents
4th offense: Office Referral (Send to Principal’s office)
*The instructor has the right to alternate the order of consequences given based on the severity of the offense.
** Students will also follow all rules outlined in the student handbook.
Mrs. Frazier’s Classroom Procedures
 1.   As you enter the classroom, check the whiteboard for a warm up activity/bell ringer. Retrieve your materials (folder & graded work) at this time so you may begin working. There will always be a time limit for these types of assignments so it is very important to get to class on time.
 2.   The daily class agenda and/or objective will always be posted on the white board.
 3.    I will have a signal to gain the attention of the class. We will decide as a class what the signal will be.
 4.    All students will be assigned a seat for the semester. You are expected to sit in this assigned seat for every class that we meet. 
 5.   Students must always come to class prepared. However, in those rare instances that you are not, ask a neighbor to borrow some supplies. I will always have pencils available that you may borrow. You will not be permitted to leave the classroom to retrieve the items needed for class.
 6.   Students may only leave the classroom with my permission and the hall pass.
 7.   A student who is caught cheating on an assignment will receive an automatic zero and a parent will be
 8.   Graded work will be placed in the “out” tray on the side table. It is your responsibility to pick up your
   graded work upon entering the classroom from the tray each day.
 9.   When turning in assignments, make sure your paper has your name, class period, and date at the top right corner. I cannot record grades for papers that do not have names on them. You will turn in all work in the appropriate “in” tray for your class. If the assignment is make-up, please indicate “make-up” at the top of your paper.
10. All students must be respectful while the instructor is teaching.    This means that you should be in your seat and listening to the lesson. If you have questions, please raise your hand.
11. If a student finishes his/her work before others, you must remain quiet until others have completed the assignment.
12. Students will have the opportunity to retrieve their progress reports on-line each Friday through Infinite Campus. I will attempt to provide each student with a password, but is the student’s responsibility to keep confidential and in a safe place.
13. Mrs. Frazier will always end the class. Work areas must be clean and all materials must be returned to their proper place before leaving the classroom.
14. Procedures for Makeup Work/Tests
It is your responsibility as a student to make up missed assignment(s). You have three class periods to complete the assignment and turn in for a grade. Failure to do so will result in a zero for the assignment(s). If a student has an unexcused absence, a grade will not be recorded for the make-up work.   However, the student is still responsible for completion of the make-up work to achieve a complete understanding of the content covered in the course. If necessary, students must arrange a time with the instructor to make-up missed assignments.
15.  Attendance Policy/Withdrawal Policy
All students are expected to be in class on time. Students with more than three tardies will be referred to the office as a Level II Violation and will be assigned ISD. The tardy policy is as follows: (1) First unexcused tardy verbal warning (2) Second unexcused tardy break detention (3) Third unexcused tardy two break detentions. More than three is considered a Level II Behavior Violation and will be an office referral.
In order to provide an environment that is conducive to student learning, a classroom discipline and procedures plan is adopted the first day of class and followed the remainder of the school year. Please read, sign below and return this page only (page 5) to Mrs. Frazier.
I have read, understand, and agree to follow the guidelines outlined above for the course. If there are questions, please feel free to contact me via email at alicia.frazier@powell.kyschools.us and/or telephone 663-3320 between 8:05-8:56 am.
______________________________ ___________ ___________________________________ __________
Student Signature                               Date                Parent/Guardian Signature                            Date