Teacher Resource 1.6
Course Planning Tool: Principles of Finance
Use this table to map this course against your instructional calendar and to make note of key lesson attributes.
Lesson Title
Lesson 1: Course
Introduction
# of
Class
Periods
2
Summary of Advance Prep
Summary of Lesson Assessments
 N/A
 Check computer for QuickTime Player.
 Use Teacher Resource 1.6, Course Planning Tool:
Principles of Finance, for course planning
purposes.
 Review Teacher Resource 1.7, Update: Principles
of Finance Course Revisions 2012–2013, to learn
about significant changes since the previous year.
Lesson 2: Introduction
to Finance
4
 Letter to Treasury Secretary [individual work]
 N/A
Lesson 3: Financial
Intermediaries
6
 Brochure on a financial intermediary [group
work]
 N/A
 Open-notes quiz on financial intermediaries
[individual work]
Lesson 4: Wealth,
Income, and Cash Flow
4
 Reflective essay on money [individual work]
 Print out copies of Teacher Resource 4.1 prior to
Class Period 1.
Lesson 5: Personal
Budgeting
5
 Summary of a budget analysis [individual
work]
 N/A
Copyright © 2009-2012 National Academy Foundation. All rights reserved.
AOF Principles of Finance
Lesson 1 Course Introduction
Lesson Title
# of
Class
Periods
Summary of Advance Prep
Summary of Lesson Assessments
Lesson 6: Banking
7
 Poster highlighting banking products [group
work]
 N/A
Lesson 7: Credit and
Debt
8
 Public service announcement (PSA) on
credit- and debt-related issues [group work]
 Review Teacher Resource 7.4.
 Ask administrator for a short project-launch memo.
 Provide access to Internet-enabled computers (one
per student if possible) during Class Period 3.
Lesson 8: Good
Practices in Personal
Finance
8
 Culminating project research [group work]
 Gather professional brochures (preferably trifold)
from local businesses to share with the class.
Lesson 9: Investment
Banking
3
 Short-answer quiz on general investment
banking topics [individual work]
 N/A
Lesson 10: Financial
Markets
7
 Poster explaining an investment instrument
[group work]
 N/A
Lesson 11: Forms of
Business Ownership
2
 Short-answer quiz on business ownership
[individual work]
 N/A
Lesson 12: Ethics in
Finance
4
 Memo dealing with a real-world ethical
situation [individual work]
 N/A
Lesson 13: Today’s
Business Environment
4
 Written fictional case study [individual work]
 Provide access to Internet-enabled computers (one
per student if possible) during Class Period 2.
Copyright © 2009-2012 National Academy Foundation. All rights reserved.
AOF Principles of Finance
Lesson 1 Course Introduction
Lesson Title
# of
Class
Periods
Summary of Advance Prep
Summary of Lesson Assessments
Lesson 14: Working in
Finance
3
 Written responses to three practice job
interview questions [individual work]
 N/A
Lesson 15: Learning
from Industry Experts
4
 Completed written resume [individual work]
 Arrange for industry professionals to come to class
and discuss their job history, their current positions,
and what they look for in someone applying for an
entry-level position.
Lesson 16: Project
Presentation and Class
Closure
5
 Final draft of culminating project three-panel
display board [group work]
 Prepare for the financial literacy fair; review
Teacher Resource 16.3 for details.
 Final draft of culminating project brochure
[group work]
 Final draft of written talking points to be
delivered at financial literacy fair [group work]
Copyright © 2009-2012 National Academy Foundation. All rights reserved.