Banking, Investing, and Insurance

What
Banking, Investing, and Insurance
When
2/14/2025

Homework: Review Notes

Opening

(I Do)

Standards

FIN-BII-4

 

Interpret and measure financial performance of banking institutions.

Learning Target(s) related to the standard(s)

 

  • I can identify how banks use deposits and loans to generate revenue.
  • I can identify the major factors that lead to a banks performance.
  • I can match consumer credit products to a customers needs.
  • I can calculate simple and compound interest.
  • I can compare bank performance ratios.

Success Criteria

·         I can explain how banks use core and wholesale deposits and various loans to generate revenue.

·         I can identify how proper use of loans and deposits can affect a bank’s performance

·         I can determine if a customer needs revolving, installment closed-credit, or non-installment credit

·         I can explain the power of compound interest working for and against me

·         I can explain what bank performance ratios tell you about a bank 

Introduction/Connection/Direct Instruction

All content in Google Classroom

  • Daily 10 – see overhead projector, prepare to share/discuss
  • Notes simple and compound interest
  • Notes on core deposits and wholesale deposits
  • Notes on consumer credit products and risk management
  • Notes on bank performance ratios

Work Period

(We Do, You Do)

Guided Practice

Collaborative Practice

Indepdendent Practice

All content in Google Classroom

·         Intro to Market Watch/Stock Market Simulation and Guided Practice

  • Simple and Compound Interest Problems 1
  • Simple and Compound Interest Problems 2
  • Bank Performance Ratio Worksheet
  • Banks and Mortgages Project

·         Study Guide

Differentiation

  • Individual and small group work
  • Collaborative pairs
  • Printed handouts where needed

·         Separate assignments for students

Formative/Summative Assessments

(We Check)

 

Assessment Uses/Strategies

 

All content in Google Classroom

•             Students will have an ongoing assessment to check for Employability Skills.

·         Students will have an assessment on my website at the end of the unit to ensure that they understand simple and compound interest, bank performance ratios, consumer credit options, credit scoring, and core vs wholesale deposits.

Closing

(We Check)

 

Summarize/Share

•             TOTD

Schoolwide Instructional Focus

Literacy (Reading and Writing)

All content in Google Classroom

Every Monday and Wednesday I require my students to read and business or finance related current event. They then write a short summary and opinion on the article and share with the class.

 

Attachments:

 

All content in Google Classroom

 

Copy to Google Calendar  •  Download iCal Event