This manual contains student assignments in the financial services area of the marketing process. The individualized competency-based materials are intended to enhance and supplement instruction or to provide the basis for a course of instruction by the teacher-coordinator. Information on skills needed in jobs in financial marketing is first listed. These skills are categorized into basic, social, and midmanagement skills. Twelve assignments follow that can be given in any sequence. Each assignment follows this format: objectives, informative material providing the knowledge (cognitive) competencies, questions on the material, and projects whose completion requires student application and synthesis of the competencies. Topics covered include bank services and their importance; the banking system; the structure of banking; banking operations; support services for the paying and receiving function; the lending function; the trust function; internal marketing functions; business development, advertising, and promotion; bank administration; bank investments; and banking trends and career opportunities. (YLB)