HOMEWOOD-FLOSSMOOR HIGH SCHOOL COURSE SCOPE & SEQUENCE

Semester 1 ’12 –’13Department: Applied Academic Course: Personal Investment and Finance Instructor(s):M. O’Neill

This course is aligned to: College Readiness Standards and/or College Board Standards Other:

TheHomewood-FlossmoorHigh School Course Scope & Sequence provides parents and students with a semester-long overview of each class that we offer. An instructor may alter a course’s scope & sequence as needed. Students are responsible for keeping track of due dates and other pertinent course information in their H-F Student Planners. Parents, please contact your child’s teacher by telephone or e-mail to clarify any questionsyou may have about the scope & sequence of a particular course.

WEEK / COLLEGE READINESS AND/OR COLLEGE BOARD CONTENT STANDARDS / INSTRUCTIONAL CONTENT / ACTIVITIES, READINGS, LABS, AND/OR ASSIGNMENTS / MAJOR ASSESSMENTS / OTHER
WEEK #1
8/13 – 8/17
First day for students: 8/15 / W.IV.b. (all) / Course Outline and Book
  • Personal Financial Goals
  • Long Term vs. Short Term Goals
/
  • Personal Financial Goal Wrkst
  • Activity- Compare short term vs. long term goals
  • Handout – Rules of SMG
  • PPT – Stocks
/ None
WEEK #2
8/20 – 8/24 / M.II.d.1
S.I.e (all) / Introduction to Stock Market Game (SMG)
  • Features of game
  • Rules
  • Procedures and scoring
  • Passwords and Teams
/ 2 Days in Computer Lab
  • Complete finalized list of prospective stock purchases
  • Know exact amount to purchase
  • Rules of SMG
  • - Reading stock quotes in a newspaper and on internet
/ Stock Market Game Quiz
WEEK #3
8/27 – 8/31
PLC day:
8/31 / M.II.e (all)
S.I.e (all) / Stocks
  • Investing in stocks
  • What effects stock price
  • Researching companies
  • Buying and Selling
/
  • Chapter 9 PPT and WYNTK
  • Page 94 and 99 in wkbk
  • Page 95 in workbook
  • Reviewing key concepts – Page 300 in text
/ Chapter 9 Test – Stocks
WEEK #4
9/3 – 9/7
No school: 9/3
Pep Assembly: 9/5 / M.II.d.1, 2, and 3
M.II.e (all)
S.I.e (all) / Mutual Funds
  • Characteristics of each
  • Buying and Selling each
  • Info for selecting each
/
  • Chapter 10 PPT and WYNTK
  • Guided notes for Chapter 10.3 and 10.4
  • 403B’s and 401K’s
  • Page 107 (1-10)
/ None
WEEK #5
9/10 – 9/14 / M.II.d.1, 2, and 3
M.II.e (all)
S.I.e (all) / Bonds
  • Characteristics of each
  • Buying and Selling each
  • Info for selecting each
/
  • Chapter 10.1 and 10.2 PPT
  • WYNTK 10.1 and 10.2 (Guided)
  • “Evaluating a Bond” – Page 108
  • Reviewing Concepts - Page 346 (1-9)
/ Chapter 10 Test – Bonds and Mutual Funds
WEEK #6
9/17 – 9/21
PLC day: 9/21 / M.I.c.1
M.II.d.(all) / Personal Financial Planning
  • 6 steps to financial planning
  • Factors affecting personal financial planning
  • Opportunity Costs
/
  • Page 1 & 2 in workbook
  • “Mad Money”
  • Chapter 1 PPT and Notes
  • Weekly Budget Expense
  • Monthly Interest Rates- Page 9 in workbook
/ Chapter 1 Quiz
WEEK #7
9/24 – 9/28
No School: 9/26 / M.I.b.
M.I.c.1 / Making Money
  • Know the phases of the career-planning process
  • Identify and apply for employment
  • Understand the interview process
  • Understand some of the hidden costs of a job
  • Understand some of the benefits companies often offer employees
/
  • PPT – Making Money
  • Lesson 2 Making Money – Practical money skills packet – students will complete this
  • Student Activity 2-4 – Read and interpret pay stubs
/ Lesson 2 Quiz – Making Money
WEEK #8
10/1 – 10/5
PLC day:
10/5 / M.I.b.1 / Finances and Career Planning
  • Personal issues to consider when choosing a career
  • Education and training
  • Obtaining employment
  • Financial and legal issues to consider when looking for employment
/
  • Chapter 2 PPT
  • Page 13, 15, and 16
  • Reviewing Key Concepts
  • Page 54 (1-6)
  • Page 14 and 24 in workbook
/ None
WEEK #9
10/8–10/12
No school:
10/8
All School Testing: 10/10 / E.I.d. (all)
W.IV.c (all) / Careers
  • Sources for career employment
  • Identifying job opportunities
  • Traits and skills needed
/
  • Students will take 3 days in computer lab on projectcareer.com researching possible careers
  • 2 page paper on results
  • Chapter 2 Review
/ Chapter 2 Quiz
WEEK #10
10/15 –10/19
End of 1st Quarter:10/19 / M.I.c.1
M.II.b (all) / Budgeting
Identify and examine your current spending behaviors and patterns
Understand what it means to budget, and identify the reasons to maintain a budget
Create and maintain a personal budget that supports your personal and financial goals /
  • “The Art of Budgeting” Packet
  • Student activities 3-1a-3-1e
  • Activity 3-2 and 3-3
  • Activity 3-4 and 3-5
  • Activity 3-6
/
  • Quiz - “The Art of Budgeting”
  • Create a personal budget sheet

WEEK / COLLEGE READINESS AND/OR COLLEGE BOARD CONTENT STANDARDS / INSTRUCTIONAL CONTENT / ACTIVITIES, READINGS, LABS, AND/OR ASSIGNMENTS / MAJOR ASSESSMENTS / OTHER
WEEK #11
10/22–10/26
PLC day:
10/26 / M.I.c.1
M.II.b (all)
S.I.c.1 / Money Management Strategies
  • Opportunity costs vs. money management
  • Maintaining personal financial documents
  • Advantages of increasing your savings
/
  • PPT 3.1 and 3.2
  • WYKTK Chapter 3
  • Page 29 in workbook
  • Page 26 in workbook
/ Chapter 3 Test
WEEK #12
10/29 – 11/2
Soph. Plan Test; Parent/ teacher conferences: 11/1
No school: 11/2 / M.I.c.1 / Consumer Purchasing and Protection
  • Influences on buying decisions
  • Strategies used to make wise buying decisions
  • Solving customer problems
  • Legal alternatives for consumers
/
  • Complaint Letters ***(Computer Lab)***
  • Chapter 4 PPT and WYKTK
  • Page 39-41 in workbook
  • Page 37 in workbook
  • Unit Pricing Worksheet
/ Chapter 4 Quiz
WEEK #13
11/5 –11/9 / M.I.c.1
M.II.b (all)
S.I.c.1 / Banking
  • Types of financial services
  • Financial institutions
  • Savings Plans
  • Checking Accounts
/
  • Chapter 5 Guided Notes
  • “Choosing a checking account”
  • “What you Need to Know”
  • Page 49 in workbook
/ None
WEEK #14
11/12 –11/16
PLC day:
11/16 / M.I.c.1
M.II.b (all)
S.I.c.1 / Banking
  • Keeping a Running Balance
  • Reading a Bank Statement
  • Reconciling a Bank Statement
/ **Students will complete a thorough packet covering all the essentials of banking.*** / Completion of packet
TEST over Banking
WEEK #15
11/19 -11/23
No school: 11/22 &11/23 / M.I.c.1
M.II.b (all)
S.I.c.1 / Consumer Credit
  • Closed-end credit vs. Open-end credit
  • Five C’s of credit
  • Loans and Credit card options and functions
/
  • “Testing Your Credit Knowledge” worksheet
  • Chapter 6 PPT and “What you need to know”.
  • Workbook page 61-62
/ None
WEEK #16
11/26 – 11/30 / M.I.c.1
M.II.b (all)
S.I.c.1 / Consumer Credit
  • How to build Credit
  • Protecting yourself from fraud and identity theft
  • Managing debt problems
/
  • “Reviewing key concepts” page 192 (1-7)
  • Workbook page 67 – computer lab
  • CREDIT PACKET
/ CHAPTER 6 TEST
WEEK #17
12/3 – 12/7
PLC day: 12/7 / M.II.d.1, 2, and 3
M.II.e (all)
S.I.e (all) / The Finances of Housing
  • Various housing options
  • Renting
  • Owning a home
  • Obtaining financing
  • Selling a home
/
  • “Researching a Lease “Agreement” Activity
  • Finance Online – The Finances of Housing
  • Chapter 7 PPT
/ None
WEEK #18
12/10 –12/14 / M.II.d.1, 2, and 3
M.II.e (all)
S.I.e (all) / Saving and Investing
  • Obtaining funds for investing
  • IRA’s
  • Steps involved in a personal investment plan
/
  • Chapter 8 PPT and “What you need to know”
  • “Reviewing Key Concepts” page 266 (1-7)
  • Page 85 in workbook
/ None
WEEK #19
12/17 –12/21
Finals: 12/18 – 12/20
Marking Day: 12/21
Winter Break Begins 12/24 /
  • Review Chapters 1–10
/
  • Review Packet
/ Final Exam

Semester 2 ’12 –’13Department:Course:Instructor(s):

This course is aligned to: College Readiness Standards and/or College Board Standards Other:

TheHomewood-FlossmoorHigh School Course Scope & Sequence provides parents and students with a semester-long overview of each class that we offer. An instructor may alter a course’s scope & sequence as needed. Students are responsible for keeping track of due dates and other pertinent course information in their H-F Student Planners. Parents, please contact your child’s teacher by telephone or e-mail to clarify any questions you may have about the scope & sequence of a particular course.

WEEK / COLLEGE READINESS AND/OR COLLEGE BOARD CONTENT STANDARDS / INSTRUCTIONAL CONTENT / ACTIVITIES, READINGS, LABS, AND/OR ASSIGNMENTS / MAJOR ASSESSMENTS / OTHER
WEEK #1
1/7– 1/11
Institute Day: 1/7
Classes Resume 1/8
WEEK #2
1/14 – 1/18
WEEK #3
1/21 – 1/25
No School: 1/21
PLC day:
1/25
WEEK #4
1/28 – 2/1
WEEK #5
2/4 – 2/8
PLC day:
2/8
WEEK #6
2/11 – 2/15
WEEK #7
2/18 – 2/22
No School:
2/18
PLC day: 2/22
WEEK #8
2/25 – 3/1
WEEK #9
3/4 – 3/8
No School: 3/4
Institute Day 3/5
WEEK #10
3/11 – 3/15
End of 3rd Quarter: 3/15
WEEK / COLLEGE READINESS AND/OR COLLEGE BOARD CONTENT STANDARDS / INSTRUCTIONAL CONTENT / ACTIVITIES, READINGS, LABS, AND/OR ASSIGNMENTS / MAJOR ASSESSMENTS / OTHER
WEEK #11
3/18 – 3/22
PLC day:
3/22
Spring Break begins 3/25
WEEK #12
4/1 – 4/5
No School: 4/1
Classes Resume: 4/2
WEEK #13
4/8- 4/12
PLC day: 4/12
WEEK#14
4/15 – 4/19
WEEK #15
4/22 – 4/26
PSAE: 4/23 & 4/24
WEEK #16
4/29 – 5/3
PLC day:
5/3
WEEK #17
5/6 – 5/10
WEEK #18
5/13 – 5/17
PLC day:
5/17
WEEK #19
5/20 – 5/24
Seniors’ last day: 5/23
WEEK #20
5/27 – 5/31
No school: 5/27
Final Exams: 5/28 – 5/30
Marking Day:
5/31

Full Year 2012-2013 1