Mr. O'Connell's Technology Home Page |
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Business and Personal Finance |
Advanced Business and Personal Finance is a full year course designed to show students how to manage their finances now and in the future. The course will focus on the various sectors in the financial services industry. The objective of this course is to educate students in the areas of saving, investing, borrowing, insurance, banking, real estate, employment opportunities, investments and retirement. Students will learn how to prepare a financial plan. Students will conduct Internet research on various career services. |
- Senior Final 2023
- Click here for the latest syllabus.
- Click here for Course Expectations Business and Personal Finance.
- Students are expected to use MLA Formatting for all written work.
- Click here to see a sample paper written in MLA format presented by Purdue University.
- Purdue OWL is the gold standard of MLA resources.
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Current Assignments
- Chapter 2: Finances and Career Planning
- As previously announced (below), we will have an end-of-chapter quiz today. Let's study for the first 15 minutes so we can be ready. Remember, your answers must be based on the information provided in Chapter Two of our textbook and its associated PowerPoint.
- Socrative (ROOM: 1c65f4cf) End-of-Chapter Quiz
- Click here to see the study guide for this assessment.
- This end-of-chapter quiz will be not be open-book.
- The assessment will be given on Tuesday, October 20th, sixth block.
- Web Resource: Bureau of Labor Statistics, Occupational Outlook Handbook
- 13 Reviewing Key Terms
- This link will take you to a Google Document. Copy the document into your ABPF folder, and use it as a study guide. You are responsible for learning the meaning of each of these words and phrases. The appropriate definitions can be found in the PowerPoint and the course textbook.
- Concentration Game
- Click here for the Glencoe Business and Personal Finance Website.
- Click on the Student Center icon.
- Set the Unit Resources Drop-Down Menu to Unit One
- Click the Chapter Two: Finances and Career Planning link
- Click the eFlashcards link
- Study the eFlashcards in preparation for the Concentration game
- Go back to the Chapter Two: Finances and Career Planning page
- Click the Concentration link
- Play the Concentration game with a partner. Whoever finishes first wins.
- 14 Understanding Key Concepts
- This link will take you to a Google Document. Copy the document into your ABPF folder, and answer the questions. Base your answers on the PowerPoint and the course textbook. You may take a textbook to your seat in order to work on this assignment- please return it neatly at the end of class.
- Career Possibilities Research Assignment
- Chapter 3: Money Management Strategy
- Prepare a Handout for Students
- On Monday, 11/9/2015, each pair of students will present their slide shows.
- Take turns reading the slides, and
- 25 Reviewing Key Terms Socrative (ROOM: 1c65f4cf)
- 26 Understanding Key Concepts
- This link will take you to a Google Document. Copy the document into your ABPF folder, and answer the questions. Base your answers on the PowerPoint and the course textbook. You may take a textbook to your seat in order to work on this assignment- please return it neatly at the end of class.
- 35 End-of-Chapter Quiz
- Click here to see the study guide for this assessment.
- The assessment will be given on Friday, November 6th, sixth block.
- Remember, your answers must be based on the information provided in Chapter Three of our textbook and its associated PowerPoint.
- This end-of-chapter quiz will be not be open-book.
- Chapter 4: Consumer Purchasing and Protection
- 36 Reviewing Key Terms
- Reviewing Key Terms Study Guide
- The link above will take you to a Google Document. Copy the document into your ABPF folder, and use it as a study guide. You are responsible for learning the meaning of each of these words and phrases. The appropriate definitions can be found in the PowerPoint and the course textbook. Play the Concentration Game as part of your preparation for the upcoming quiz.
- Concentration Game
- Click on the link above for the Glencoe Business and Personal Finance Website.
- Click on the Student Center icon.
- Set the Unit Resources Drop-Down Menu to Unit One
- Click the Chapter Three: Consumer Purchasing and Protection link
- Click the eFlashcards link
- Study the eFlashcards in preparation for the Concentration game
- Go back to the Three: Consumer Purchasing and Protection page
- Click the Concentration link
- Play the Concentration game with a partner. Whoever finishes first wins.
- 37 Understanding Key Concepts (Google Doc)
- This link will take you to a Google Document. Copy the document into your ABPF folder, and answer the questions. Base your answers on the PowerPoint and the course textbook. You may take a textbook to your seat in order to work on this assignment- please return it neatly at the end of class.
- 39 Using a Research-Based Approach to Buying
- Click on the link above to take you to this assignment.
- End-of-Chapter Quiz Study Guide
- 47 (quiz in class)
- Chapter 5: Banking
There are few areas of our course which are more misunderstood than banking. Most students believe that convenience is the only consideration, and choose to put their money in the closest bank, or perhaps they choose whatever bank their family uses. However, careful research reveals that the best bank or credit union for you may not be the nearest, nor is it necessarily the institution favored by your parent or guardian.
- 48 Reviewing Key Terms Study Guide
- The link above will take you to a Google Document. Copy the document into your ABPF folder, and use it as a study guide. You are responsible for learning the meaning of each of these words and phrases. The appropriate definitions can be found in the PowerPoint and the course textbook. Play the Concentration Game as part of your preparation for the upcoming quiz.
- Concentration Game
- Click on the link above for the Glencoe Business and Personal Finance Website.
- Click on the Student Center icon.
- Set the Unit Resources Drop-Down Menu to Unit One
- Click the Chapter Three: Consumer Purchasing and Protection link
- Click the eFlashcards link
- Study the eFlashcards in preparation for the Concentration game
- Go back to the Three: Consumer Purchasing and Protection page
- Click the Concentration link
- Play the Concentration game with a partner. Whoever finishes first wins.
- 49 Understanding Key Concepts
- 59 End-of-Chapter Quiz Study Guide
- Chapter 6: Consumer Credit
- Chapter 7: The Finances of Housing
- Chapter 12: Planning Your Tax Strategy
- The Finances of College
- Chapter 13: Home and Motor Vehicle Insurance
- Research Project: Insuring an Economy Car
- 145 Reviewing Key Terms
- 146 Understanding Key Concepts (homework)
- 155 Self-Assessment Quiz (test in class)
- Chapter 1: Personal Financial Planning
- Understanding Key Concepts
- Socrative (ROOM: 1c65f4cf) End of Chapter Quiz
- This end-of-chapter quiz will be open-book. This means that you may open the PowerPoint and search for information to help you choose the correct answer. You are also encouraged to bring the course textbook to your table for reference.
- Financial Planning: Setting and Writing Down Your Goals
- We will work on this in class.
- End-of-Chapter quiz date will be announced next week.
Portfolio: Fall
Mid Term 2015 Study Guide
Web Resources:
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- Chapter 5: Banking
- 48 Reviewing Key Terms
- 49 Understanding Key Concepts
- 59 (quiz in class)
- Chapter 6: Consumer Credit
- 60 Reviewing Key Terms
- 61 Understanding Key Concepts
- 71 (quiz in class)
- Chapter 7: The Finances of Housing
- Chapter 8: Saving and Investing
- 84 Reviewing Key Terms
- 85 Understanding Key Concepts
- 93 (quiz in class)
- Chapter 9: Stocks
- 94 Reviewing Key Terms
- 95 Understanding Key Concepts (test in class)
- 105 Self-Assessment Quiz (homework)
- Chapter 10: Bonds and Mutual Funds
- Prezi Presentations
- 106 Reviewing Key Terms
- 107 Understanding Key Concepts (test in class)
- 117 Self-Assessment Quiz (homework)
- Project: OAHS Core Values as it applies to Business and Personal Finance
- Chapter 14: Health, Disability, and Life Insurance
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Current Assignments
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Special note: Make sure you include page numbers in your page headings in Google Documents. As of 1/9/2015 there will be a 10 point penalty if you leave it out. |
Recent Assignments
Chapter 7: The Finances of Housing
72 Reviewing Key Terms
73 Understanding Key Concepts
83 (quiz in class)
Project: The Finances of Renting an Apartment
(due by the end of school on Friday, February 28
Chapter 9: Stocks
94 Reviewing Key Terms
95 Understanding Key Concepts (test in class)
105 Self-Assessment Quiz
Web Resource: Earnings Per Share Calculator
Chapter 8: Saving and Investing
84 Reviewing Key Terms
85 Understanding Key Concepts
93 (quiz in class)
Chapter 13: Home and Motor Vehicle Insurance
145 Reviewing Key Terms
146 Understanding Key Concepts
Create a Google Sheets presentation with your answers and supporting evidence as per instructions.
155 quiz in class (wait for instructions to begin)
Socrative
ROOM: 1c65f4cf
Chapter 11: Real Estate and other Investments
118 Reviewing Key Terms
119 Understanding Key Concepts
130 (quiz in class)
Do not start the assessment until directed. We will conduct this quiz as an open-book, open-computer assessment. You must work independently, so standard test rules apply. You are required to have a copy of the textbook at your table.
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Peril
Risk
Hazard
"You could get away with interchanging these words in day-to-day conversation. But in insurance and financial circles, they each have a distinct meaning and it’s important to understand their differences.
Consider the same words as defined by the Glossary of Insurance and Risk Management Terms:
- Peril: Cause of loss.
- Risk: Uncertainty arising from the possible occurrence of given events that would result in loss with no opportunity for gain.
- Hazard: Condition that increases the probability of loss.
To summarize: hazards increase the risk of a specific peril."
source: Peril, risk, and hazard: What’s the difference? |
Chapter 14: Health, Disability, and Life Insurance
156 Reviewing Key Terms
157 Understanding Key Concepts (in Google Docs)
167 quiz in class (wait for instructions to begin)
Socrative
ROOM: 1c65f4cf
Web Resource:
Massachusetts GIC
Chapter 15: Retirement and Estate Planning
168 Reviewing Key Terms
169 Understanding Key Concepts (in Google Docs)
179 quiz in class (wait for instructions to begin)
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Archive: |
Technical Reading One:
The Incredible Shrinking Potato Chip Package
Here is the Technical Reading Assessment we have been preparing for over the past few weeks.
Directions:
- Click on the link below, and carefully read the case study.
- Click on the link below to open the assessment. Leave the case study open so that you can refer back to the case study as you are answering the questions. As noted in the instructions, all of your answers must be based on information appearing in the case study.
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Technical Reading Two:
Life Insurance: Who Benefits, the Consumer or the Company?
Here is the second Technical Reading Assessment we have been preparing for over the past few weeks.
Directions:
- Click on the link below, and carefully read the case study.
- Click on the link below to open the assessment. Leave the case study open so that you can refer back to the case study as you are answering the questions. As noted in the instructions, all of your answers must be based on information appearing in the case study.
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