Financial Business Technology

Syllabus

Notebook, Journal, Calculator, Pens, pencils, flash drive, etc

Technology Requirements: All students must have daily access to a computer with an

internet connection and web browser.  Save your work on both your hard drive and another external device (disk, flash drive, etc.)throughout the course.

Software: Microsoft Office Suite (MS-Word, MS-Excelâ, MSPowerPointâ).

CLASS POLICIES

All school and county policies will be followed as per the Broward County Student Code of Conduct.

Material in this syllabus is subject to modification by instructor if deemed necessary

A. Attendance: Students are expected to attend classes. Adhere to the Code of Conduct for Broward County Schools.

Plagiarism Policy: Work that is submitted for credit must be the original work of the

student. Assignments that are not the original work of the student are considered plagiarized and in violation of the Code of Student Conduct and Academic Responsibility.

Plagiarism occurs when another person's work, words, or ideas are represented as one's own without the use of a school-recognized method of citation (e.g., copied from another source such as an author or another student without properly acknowledging the actual writer/author).

Plagiarism also occurs when knowingly giving or allowing one's own work to be copied or otherwise duplicated by another for academic credit, or when resubmitting one's own work for academic credit.

Grade Description Quality Points

A 91-100                 B+ 86-90                 B 80-85   C 70-79   F Below 70            I Incomplete

Upon completion of this course, the student is expected to demonstrate the following competencies:

01.00      DEMONSTRATE COMPREHENSION AND COMMUNICATION SKILLS. —the student will be able to:

01.01      Follow written and oral technical instructions.

01.02      Take notes, organize, summarize, and paraphrase ideas and details.

01.03      Apply active listening and observation skills to obtain and clarify information transmitted through verbal and non-verbal behaviors.

01.04      Gather, read, discuss, evaluate and critique work from professional journals related to the course content.

01.05      Read trade journals and magazines to stay current in the industry.

01.06      Reflect on what has been learned through reading, recognizing assumptions and implications, and formulating ideas, opinions, and personal responses.

01.07      Use reference sources such as books, magazines, and electronic databases to gather and critically evaluate materials.

01.08      Submit final drafts using correct grammar, punctuation, and spelling.

01.09      Read and comprehend both technical and non technical text accurately.

01.10      Write reports, summaries, and descriptive essays.

01.11      Write clear and well-organized research papers, integrating a variety of information.

01.12      Correctly cite or attribute sources.

01.13      Read and understand graphs, charts, diagrams and tables commonly used in this industry/occupation.

01.14      Organize, prepare and deliver formal and informal effective presentations.

01.15      Participate in group discussions both as a member and as a leader.

02.00      DEMONSTRATE EFFECTIVE CUSTOMER SERVICE SKILLS—The student will be able to:

02.01      Use appropriate communication skills, telephone etiquette, courtesy, and manners when dealing with customers.

02.02      Identify and evaluate customer needs.

02.03      Respond to client inquiries in a timely matter.

02.04      Access and maintain client records.

02.05      Provide timely accurate information to meet customer needs.

02.06      Utilize available techniques to effectively serve customers.

02.07      Utilize a process to assist clients, including difficult customers, with problem resolution.

02.08      Operate within grant of authority to provide service to customers.

02.09      Build client relationships

03.00      DEMONSTRATE HUMAN RELATIONS SKILLS NECESSARY FOR WORKPLACE SUCCESS--The student will be able to:

03.01      Exhibit interest and enthusiasm.

03.02      Demonstrate a positive mental attitude.

03.03      Demonstrate traits of being industrious and cooperative.

03.04      Demonstrate sincerity, patience, courtesy, and tact.

03.05      Exhibit punctuality, attendance and dependability.

03.06      Willingness to receive and accept feedback and use it constructively.

03.07      Demonstrate willingness to assume job responsibilities.

03.08      Develop ability to handle difficult customer/co-worker situations.

03.09      Develop ability to exhibit friendliness, combined with a professional businesslike approach.

03.10      Demonstrate willingness to assume the responsibility for one’s actions.

03.11      Demonstrate problem solving and critical thinking skills.

03.12      Foster teamwork to improve quality of work.

03.13      Use group consensus strategies.

04.00      Demonstrate proficiency in using microcomputer and electronic skills to perform job functions—The student will be able to:

04.01      Apply the following tools to increase work efficiency: telephone systems, word processing, database, spreadsheet programs, presentation programs, email systems and the internet.

04.02      Utilize computer technology to access, analyze and interpret business information.

04.03      Cite Internet-based resources correctly using proper format.

04.04      Research industry trends on the Internet.

05.00      PERFORM GENERAL ORGANIZATIONAL WORKPLACE COMPETENCIES. The student will be able to:

05.01      Demonstrate self-motivation and responsibility to complete an assigned task.

05.02      Identify problem solving techniques.

05.03      Choose appropriate action in situations requiring effective time management.

05.04      Apply techniques for organizing and planning time and resources to complete an assigned task.

05.05      Apply principles and techniques for being a productive, contributing member of a team.

05.06      Communicate effectively with individuals lacking a technical background.

05.07      Evaluate detailed technical oral instructions for clarity.

05.08      Participate in group discussion as both a member and a leader.

05.09      Encourage and build mutual trust, respect, and cooperation among team members.

05.10      Assimilate new knowledge into project solutions and decisions.

05.11      Employ techniques such as brainstorming to generate ideas and suggestions to achieve a task.

05.12      Evaluate alternatives, costs and benefits in determining the best solution.

05.13      Identify strategies to improve and maximize productivity in the workplace.

06.00      DEMONSTRATE SALES AND MARKETING FUNDAMENTALS—The student will be able to:

06.01      Demonstrate knowledge of services and/or product offered.

06.02      Recognize consumer motivation, including demographic, geographic and socioeconomic data in buying behaviors.

06.03      Explain the importance of and demonstrate the procedures of cross selling.

06.04      Identify the opportunities for cross selling.

06.05      Follow effective procedures for closing a sale.

06.06      Demonstrate the ability to sell a variety of services and/or products.

07.00      Demonstrate employability skills —The student will be able to:

07.01      Identify personal interest and aptitudes; skills, knowledge; strength and weaknesses.

07.02      Identify and apply sources of job search including networking, internet, job fairs, employment agencies and others.

07.03      Conduct a job search.

07.04      Research information about specific job.

07.05      Identify documents that may be required when applying for a job.

07.06      Create an appropriate application portfolio including letter of applications, resumes, thank you letters and available references.

07.07      Identify methods for requesting and obtaining employment references.

07.08      Complete a job application and employment form correctly.

07.09      Identify, understand and demonstrate the job interview process.

07.10      Demonstrate verbal and non-verbal communication skills, appropriate business attire and hygiene.

07.11      Discuss employer expectations regarding attendance, punctuality, initiative, teamwork, etc.

07.12      Understand and apply the process of accepting and declining job offers.

07.13      Apply personal skills and talents to enhance work performance.

07.14      Apply skills to meet and exceed employer expectations.

07.15      Demonstrate appropriate responses to feedback from employer, supervisor, co-workers and customers.

07.16      Apply principles and techniques for working productively with people of diverse cultures and backgrounds.

07.17      Identify and use acceptable strategies for resolving conflict in the workplace.

07.18      Identify and apply stress management techniques, employee wellness and safety guidelines.

07.19      Participate in job-enhancing activities to achieve career success.

07.20      Compose and produce a letter of resignation.

08.00      Manage Career Development —The student will be able to:

08.01      Enhance personal business skills.

08.02      Formulate a career plan for post-graduation.

08.03      Comply with continuing education needs/requirements.

08.04      Attend seminars, workshops, and tradeshows.

08.05      Respond to changing business environment.

08.06      Identify updated industry information.

08.07      Explain the importance of having a written job description.

08.08      Pursue industry designations/licensing/degrees.

08.09      Reassess career plan.

08.10      Demonstrate knowledge of how to make job changes appropriately.

08.11      Understand employment benefits packages.

08.12      Build mentor relationships.

08.13      Volunteer in community service organizations.

08.14      Network with industry professionals.

08.15      Maintain professional contact for future projects.

08.16      Identify corporate strategies and policies.

08.17      Anticipate future industry trends and identify various industry career paths.

09.00      DEMONSTRATE KNOWLEDGE, SKILL, AND APPLICATION OF INFORMATION SYSTEMS TO ACCOMPLISH JOB OBJECTIVES AND ENHANCE WORKPLACE PERFORMANCE.  APPLY ERGONOMIC PRINCIPLES APPLICABLE TO THE CONFIGURATION OF COMPUTER WORKSTATIONS-The student will be able to:

09.01      Develop keyboarding skills to enter and manipulate text and data. LA.B.1.4.3 

09.02      Describe and use current and emerging computer technology and software to perform personal and business related tasks. LA.B.2.4.4

09.03      Use reference materials such as on-line help, vendor bulletin boards, tutorials, and manuals available for application software. LA.B.2.4.4, LA.A.2.4.6

09.04      Demonstrate basic file management skills. LA.A.2.4.2, LA.B.2.4.4, LA.B.2.4.6

09.05      Troubleshoot problems with computer software, hardware, peripherals, and other office equipment. LA.D.2.4.4

09.06      Select and use standard written business and financial communication formats. LA.B.1.4.1, LA.B.1.4.3

10.00      USE TECHNOLOGY TO APPLY AND ENHANCE COMMUNICATION SKILLS IN TECHNICAL READING, WRITING —The student will be able to:

10.01      Use the writing process to create/edit business documents appropriate to the subject matter, purpose, and audience. LA.B.1.4.1, LA.B.1.4.2, LA.B.1.4.3

10.02      Use database, spreadsheet, presentation software, scheduling, and integrated software packages to enhance communications. LA.B.2.4.1, LA.B.2.4.2

10.03      Explore and demonstrate effective and efficient use of telecommunications systems including telephone techniques for handling incoming and placing outgoing business calls. LA.B.1.4.3

10.04      Use computer networks (e.g., Internet, on-line databases, e-mail) to facilitate collaborative or individual learning and communication.

10.05      Respond to and utilize information derived from multiple sources (e.g., written documents, instructions, e-mail, voice mail) to solve business problems and complete business tasks.

10.06      Use the internet to research information needed to develop a business report.

11.00      DEVELOP AN AWARENESS OF MANAGEMENT FUNCTIONS AND ORGANIZATIONAL STRUCTURES AS THEY RELATE TO TODAY’S WORKPLACE AND EMPLOYER/EMPLOYEE ROLES.  DEMONSTRATE INITIATIVE, COURTESY, LOYALTY, HONESTY, COOPERATION AND PUNCTUALITY AS A TEAM MEMBER—The student will be able to:

11.01      Explore, design, implement, and evaluate organizational structures and cultures for managing project teams.

11.02      Explore and demonstrate an awareness of current trends in business and the employee’s role in maintaining productive business environments in today’s global workplace.

11.03      Collaborate with individuals and teams to complete tasks and solve business-related problems and demonstrate initiative, courtesy, loyalty, honesty, cooperation, and punctuality as a team member.

12.00      PRACTICE QUALITY PERFORMANCE IN THE LEARNING ENVIRONMENT AND THE WORKPLACE—The student will be able to:

12.01      Assess personal, peer, and group performance and identify and implement strategies for improvement (e.g., organizational skills, note taking/outlining, advance organizers, reasoning skills, problem-solving and decision-making skills).

12.02      Develop criteria for assessing products and processes that incorporate effective business practices (e.g., time management, productivity, total quality management).

13.00      INCORPORATE APPROPRIATE LEADERSHIP AND SUPERVISION TECHNIQUES, CUSTOMER SERVICE STRATEGIES, AND STANDARDS OF PERSONAL ETHICS TO ACCOMPLISH JOB OBJECTIVES AND ENHANCE WORKPLACE PERFORMANCE—The student will be able to:

13.01      Demonstrate an awareness of quality service and the personal and professional standards required to establish an effective service-based culture in the workplace, business, or learning environment.

13.02      Identify, analyze, and implement managerial skills necessary for maintaining a high quality work environment, goals, and strategic planning in business settings.

13.03      Follow accepted rules, regulations, policies, procedures, processes, and workplace safety.

14.00      APPLY MATHEMATICAL OPERATIONS AND PROCESSES AS WELL AS FINANCIAL PLANNING STRATEGIES TO COMMONLY OCCURRING SITUATIONS IN THE WORKPLACE AND TO ACCOMPLISH JOB OBJECTIVES AND ENHANCE WORKPLACE PERFORMANCE—The student will be able to:

14.01      Analyze, interpret, compile and demonstrate the ability to present/communicate data in understandable and measurable terms using common statistical procedures. MA.E.1.4.1, MA.E.A.4.2

14.02      Use common standards of measurement including the metric system in solving work-related or business problems (e.g., length, weight, currency, time). MA.B.3.4.1

14.03      Select and use the correct mathematical processes and tools to solve complex problem settings that are typical of business settings and use formulas when appropriate. MA.A.3.4.3

14.04      Use personal finance and tax software applications to solve business/financial problems.

14.05      Use spreadsheet software to develop basic financial reports.

15.00      ASSESS PERSONAL STRENGTHS AND WEAKNESSES AS THEY RELATE TO JOB OBJECTIVES, CAREER EXPLORATION, PERSONAL DEVELOPMENT, AND LIFE GOALS—The student will be able to:

15.01      Use personal assessment tools to identify personal strengths and weaknesses related to learning and work environments.

15.02      Analyze job and career requirements and relate career interests to opportunities in the global economy.

16.00      INCORPORATE KNOWLEDGE GAINED FROM INDIVIDUAL ASSESSMENT AND JOB/CAREER EXPLORATION TO DESIGN AN INDIVIDUAL CAREER PLAN THAT REFLECTS THE TRANSITION FROM SCHOOL TO WORK, LIFELONG LEARNING, AND PERSONAL AND PROFESSIONAL GOALS. EXPERIENCE WORK-BASED LEARNING THROUGH JOB SHADOWING, MENTORING, E-COACHING, ETC —The student will be able to:

16.01      Analyze personal skills and aptitudes in comparison with various business related job and career options.

16.02      Use career resources to develop an information base that reflects local and global business related occupations and opportunities for continuing education and workplace experience in financial careers.

16.03      Design, initiate, refine, and implement a plan to facilitate personal growth and skill development related to anticipated job requirements and career expectations.

16.04      Demonstrate an awareness of specific job requirements and career paths (e.g., requirements, characteristics needed) in business environments.

16.05      Demonstrate an awareness of the potential impact of local and global trends on career plans and life goals.

16.06      Experience work-based learning through volunteerism, job shadowing, mentoring, e-coaching, etc.

17.00      PERFORM OFFICE FUNCTIONS AND RESPONSIBILITIES TO ACCOMPLISH JOB OBJECTIVES AND ENHANCE WORKPLACE PERFORMANCE—The student will be able to:

17.01      Perform business tasks (e.g., filing and records management, scheduling, reprographics, mail handling, etc.). LA.A.2.4.4, LA.A.2.4.7, LA.A.2.4.8, LA.B.2.4.2

17.02      Demonstrate knowledge of ethical behavior in a business environment (e.g., confidentiality of information, employee right to know, hiring practices, plagiarism, copyright violations, sexual harassment, mission statement, code of ethics, etc.).

17.03      Describe ethical issues and problems associated with computers and information systems.  LA.A.1.4.3, LA.B.1.4, LA.B.2.4, LA.C.3.4

17.04      Anticipate and provide solutions dealing with business situations involving ethical issues.

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