My Finance Class

Welcome to My Finance Class, the official website for Financial Services and BPA at Northwest High School.

FSS

  

  

Your first step toward a successful future in business & finance starts right here ...

  

FS

       

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FSS

Fundamentals of Financial Services & Corporate Finance
 
"Financial Services Seniors" consists of two courses: Fundamentals of Financial Services and Corporate Finance. Throughout the second year of the program, FSS students focus on all aspects of personal finance and business finance ... and prepare for a successful transition to college and beyond.
 
      
 

 

 

 

 

 

 

 

  

 

 

Financial Services Seniors


QUESTION OF THE DAY

10pts daily, due by the end of class.
 

Every day, class will start with a "Question of the Day". You should do your best to write a complete response (25 word minimum) to the question and EMAIL it to me. If you aren't sure about what to write, please ask! No credit will be given for late QODs, unless you were absent that day.

 

WEEK 15

Monday, November 26: What is the difference between SAVING and INVESTING? Why do people save? Why do people invest?

Tuesday, November 27: Why is it important to consider INFLATION when planning your saving and investing goals?

Wednesday, November 28: Why are RISK, RETURN, and LIQUIDITY important to investors? How are these concepts related to each other?

Thursday, November 29: What is STOCK? What is a STOCK MARKET? What is a STOCK INDEX?

 

WEEK 16

Monday, December 3: Give some examples of LOW-RISK saving & investing options. Why is it important to always have some safe, liquid investments? 

Tuesday, December 4: What are MUTUAL FUNDS? How do they help with our concerns about risk, return, and liquidity?

Wednesday, December 5: What is the difference between stocks and bonds? Why might a corporation sell a bond to raise money instead of selling stock?

Thursday, December 6: How can you tell if a stock is EXPENSIVE? Why is the PRICE of a stock not always the answer?

Friday, December 7: What is the difference between a MARKET ORDER, a LIMIT ORDER, and a STOP ORDER? (look in the PFIN 12 TEXT if you're not sure!) 

 

WEEK 17

Monday, December 10: How do people actually buy stocks? What role do stock markets (NYSE, AMEX, and NASDAQ) play?

Wednesday, December 12: What are the advantages of diversification in investment? How is diversification related to risk*? Give an example.

Thursday, December 13: Today is our last PFIN test, which covers saving and investing. What is one interesting thing that you learned about these topics…?

Friday, December 14: How are your stocks doing in the MarketWatch Challenge? How does this compare with how the “market” has been doing recently?

 

CURRENT EVENT

100pts weekly, due by Sunday at midnight.
 

Every week, you will be responsible for finding a recent news article which relates to a relevant business, finance, or entrepreneurship topic. The criteria include:

  • A 250 word paragraph that (1) summarizes your article, (2) explains how it relates to class, and (3) provides your own personal reflections on the topic.
  • Typed in MS Word or Google Docs and attached to an email.
  • Use MLA format for the paper and cite your source.
  • No credit will be given if your current event does not meet all of these criteria.

Example of Current Event in MLA Format

  

FINANCE RESOURCES

Yahoo Business: //news.yahoo.com/business/

CNN Money: //money.cnn.com/

Fox Business: www.foxbusiness.com/index.html

NBC Business: www.nbcnews.com/business#/

ABC Business: //abcnews.go.com/business

CBS MoneyWatch: www.cbsnews.com/moneywatch/

VentureBeat: www.venturebeat.com

Fast Company: www.fastcompany.com

Entrepreneur: www.entrepreneur.com

Inc.: www.inc.com

Young Entrepreneur: www.youngentrepreneur.com

Wall Street Cheat Sheet: //wallstcheatsheet.com/  

Tax Information for Students: //www.irs.gov/individuals/students/index.html 

AccountingEdu.org: www.accountingedu.org 

Ohio Society of CPAs: www.ohiocpa.com 

American Institute of CPAs: www.aicpa.org 

 

FLIPBOARD MAGAZINE

View my Flipboard Magazine.

   

IMPORTANT DOCUMENTS

Copies of the syllabus, weekly sheets, worksheets, and handouts can be downloaded in PDF format below.
 

SYLLABUS & WEEKLY SHEETS

FSS Syllabus 2018-19

FSS Guide & Forms 2018-19

FSS Weekly Sheet 1

FSS Weekly Sheet 2

FSS Weekly Sheet 3

FSS Weekly Sheet 4

FSS Weekly Sheet 5

FSS Weekly Sheet 6

FSS Weekly Sheet 7

FSS Weekly Sheet 8

FSS Weekly Sheet 9

FSS Weekly Sheet 10

FSS Weekly Sheet 11

FSS Weekly Sheet 12

FSS Weekly Sheet 13 14

FSS Weekly Sheet 15

FSS Weekly Sheet 16

FSS Weekly Sheet 17

 

WORKSHEETS & HANDOUTS

FS Summer Honors Assignment

PFIN 1-1 (not assigned)

PFIN 1-2

College Bound Paragraph

PFIN 1 Review

Learn More Earn More

AIS Practice Set

Interview Questions Project

PFIN 2-1

PFIN 2-2

Computing Gross Pay

PFIN 2-3

Employment Forms: I-9, W-4

PFIN 2 Review

Evaluate and Select Benefits

PFIN 3-1

PFIN 3-2

PFIN 3-3

PFIN 3 Review

PFIN 4-1

Article: Millionaire's Mindset

Evaluating Financial Statements

PFIN 4-2

PFIN 4-3

Good Will Hunting

PFIN 4 Review

FSS Warm Up Excel

BPA Project: Advanced Spreadsheets

Excel: Choosing a College

PFIN 5-1

Managing a Checking Account

Keeping a Checkbook Register

PFIN 5-2

Simple and Compound Interest

Compound Interest Problems

Article: The First $100K

PFIN 5-3

Article: 0 Percent Unemployment

PFIN 5 Review

More Practice with Checkbooks

Bank Reconciliation

PFIN 6-1

PFIN 6-2

Article: Where Do Profits Come From?

PowerPoint: Puzzle of L&H

PFIN 6-3

PFIN 6 Review

BPA Project: GMT/PMT

PFIN 7-1

Blogging About Personal Finance

PFIN 7-2

Credit Application

PFIN 7-3

Calculating Interest

PFIN 7 Review

PFIN 8-1

PFIN 8-2

Reviewing a Credit Report

PFIN 8-3

Article: 7 Credit Card Myths

Credit Card Topics

Cublcle Estate Project

PFIN 9-1

PFIN 9-2

Article: 9 Ways to Go Bankrupt

PFIN 9-3

Scams & Schemes

SmartArt: Credit Laws

PFIN 10-1

Saving, Investing, Invisible Hand

PFIN 10-2

SmartArt: The Cost of Waiting

Article: 401K Investing

PFIN 10-3 Packet

PFIN 10 Review

PFIN 11-1

What Is A Bond?

PFIN 11-2

Investment Strategies

Mutual Fund Facts

PFIN 11-3

PFIN 11 Review

Cases: Would You Buy This Stock

PFIN 12-1

Reading Financial Tables

PFIN 12-2

PFIN 12-3

Article: Investing Strategy

Case for Diversification

PFIN 12 Review

Bulls Bears Pigs

FSS MarketWatch Challenge

   

PERSONAL FINANCE TEXT

PFIN 1 TEXT

PFIN 2 TEXT

PFIN 3 TEXT

PFIN 4 TEXT

PFIN 5 TEXT

PFIN 6 TEXT

PFIN 7 TEXT

PFIN 8 TEXT

PFIN 9 TEXT

PFIN 10 TEXT

PFIN 11 TEXT

PFIN 12 TEXT

 

CLASS REPS

 

Miranda Barton 
Miranda Barton
 
Jack Obermeyer 
Jack Obermeyer
 
Ray-Shawn Oglesby 
Ray-Shawn Oglesby